What this feature is, why you should use it and when
Step by step implementation of this feature
This section explains what the "Remote Filter" feature is and why you should use it
What: This advanced feature allows you to email the report link including the summary report to a person who can then add filters to the survey results.
Why: This feature is a rather flexible tool for filtering the survey results. This allows people to apply their own filters to a report without having to ask the person who conducted the survey to create a custom report just for them.
We are about to show you step by step how to implement this feature
To use the "Remote Filter" feature you need to click [Edit] next to one of the reports on the 'Report Home' page and click the 'Rules' tab, and then:
- Select the 'Filter option'.
- Click Save to save your settings.
- Click Next to go to the 'Report > Publish Options' page.
- Select the 'Email report'' and click Next to go to the 'Email Report' page. For more details consult the ' Email Report' help chapter.
Instructions on report filtering:
You can give the following instructions for survey results filtering to the people the report link has been emailed to.
To add filters to the survey results click Add Filter in Summary Report, and then:
- Click Add Filter to add new a filter.
- Select filter type.
- Specify the type of search.
- Apply filter logic if more than one filer has been added.
- Click Apply to apply the filters.
- Back returns you to the Summary Report.
- Edit Filter in Summary Report allows you to edit the applied filters.
- If you make no actions in the window for 30 minutes the session times out.
- When the window is closed all the information on the added filters is lost.