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Project Basics
- Getting Started!
- Building EX Surveys
- EX Metrics
- EX Dashboard
- EX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started!
- Why Sogolytics
- Getting Started with Sogolytics
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Mobile App
- Design
- Introduction to Project Design
- Project Types
- Create a Project
- Question Types
- Question Types
- Add a Question
- Mobile Friendly Questions
- Edit a Question
- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Drop Down
- Check Box (Multi-Select)
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Page Break
- Captcha
- List Box
- Rating Drop Down
- Rating Radio Button
- Attachment
- Numeric Allocation
- Drill-Down
- Signature
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Question Sequence
- Introduction to Project Options
- Project Details
- Add Languages
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Use Chain Invitations to Share Surveys
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding and and White Labeling
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Invitation Templates
- Contact Lists
- Reminders
- Customizing Participation
- Good to Know
- Participation
- Track
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Cookie Policy
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- Export Data
- GDPR
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- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Account Notifications
- Review Account Usage
- Customize Survey Labels
- Project Allocation
- Linked Account
- View Product Details
- Referral Program
- Payment History
- Billing Information
- Two-Step Authentication
- Account Security
- Recent Account Activity
- Single Sign-On (SSO)
- Outbound Email Settings
- Compliance
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- Project Branding
- Manage Sub-Users
- Good to Know
- Account Settings
- Billing
- Introduction
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- Change Billing Information
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- Switch to Annual Billing
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- Downgrade or Cancel Account
- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Account Administration
- Introduction to Account Administration
- Managing Users
- User Groups
- Landing Pages
- Tab Editor
- Critical Alerts
- Enable Browser Based Notifications
- Customer Feedback Preferences
- Turn Emails into Dialogues
- Account Activity Log
- Define Dialogue Aging
- Create Tags
- Comparison Overview
- Raise a Dialogue with Sogolytics
- Safelisting
- Inbox
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- SogoConnect Dashboard
- Campaigns
- Help
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
- Introduction to Poll
- Build your Poll
- Launch your Poll
- Analyze your Poll
- Build Project
- Project Style
- Launch Project
- Analyze Project
- Account Settings
- Good to Know
After you create a filter, the next step is to put it to use by applying it in a report.
- Select your project and click on Report.
- On the Report menu bar, choose your preferred report type.
- Select the questions to be included in the report.
- Rearrange the order of questions as needed for the best presentation of data.
- Select your preferred report properties.
- Finally, on the ‘Select Filter‘ step, select ‘Yes’ in response to ‘Do you want to apply a filter on this report?’. Then, choose your filter from the dropdown menu.
- Generate the report. Review the report and the applied filter, modifying as needed.
If you are generating a report and find that you have not created any filters, you can quickly and easily create a new filter on the spot by clicking on Create Filter and following the steps.
Based on your display resolution or browser zoom, you may see a 3-dot icon on the far right of the Report menu bar. Click here to access Saved Reports, Emailed Reports, and Filter Manager.
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