Create and Manage Filters in Zoho Survey - Online Help Guide


To create a new filter:

  1. Click the dropdown in the Filter by section.
  2. Click Create Filter

  3. Enter a name in the Filter name box.
  4. Select a time range in the Response date range section to view the responses in a particular time period. Click  next to the calendar to choose an option based on your date preferences.
    1. Select All responses if you want to see every response.
    2. Select Completed responses if you want to filter for only the completed responses.
    3. Select Partial responses if you want to filter for only the partial responses.
  5. Click Select collectors to select filter collectors. This field will be available only if you have multiple collectors.
  6. Click Select Languages to filter your reports based on the languages you have translated your survey in.
  7. Click Select a question to set the filter's logic. Select the logic you want to be applied to your filter.
    1. Click  Match all  to match all the conditions.
    2. Click  Match any  to match one or more conditions. 
    3. Click  Create online surveys  to add more logic options to the same question.
    4. Click  Create online surveys  to remove the logic options you have created.
    5. Click  Create online surveys  to delete an entire set of logic options you have created.
    6. Click  Add condition  to add new logic to a different question.
  8. Click Save. Your new filter will be added to the Filter by dropdown menu.

To edit a filter: 

  1. Click Reports
  2. Click the Filter by dropdown list. 
  3. Click the edit icon next to the filter you have created. 
  4. Make necessary edits and click Save

To delete a filter: 

  1. Click Reports
  2. Click the Filter by dropdown list. 
  3. Click the delete icon next to the filter you have created. 
  4. Click Delete and confirm your selection. 

To filter your responses:

  1. Click Reports
  2. Click the Filter by dropdown list. 
  3. Select the filter you want to use. The filter gets applied and you can view the summary of responses and individual responses that fall under the selected filter. 

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