Applying Multiple Filters to Your Results

It is possible to apply more than one filter in your Quick Report. However, there are a few things to keep in mind whilst doing this.

How to Apply a Filter to your Results section

Below you’ll find the necessary steps for applying a filter, which you can find more information on by visiting the How to Filter and Compare Results article.

  1. Open Filters and Comparisons in the sidebar
  2. Click the ‘Edit Filter’
  3. Select to apply a AND or OR rule set
    This choice is only relevant if you intend to apply multiple filters to the same report.
  4. Click the + icon
  5. Select Add Rule to choose a filter
  6. Select a filter rule (the dropdown will be ‘Group’ by default)
  7. Input the additional rules for the filter
  8. Click Save

Whilst applying multiple filters to your report, you will also have to set rules for how these filters interact. These are the AND and OR rule sets listed in the above sets.

And rule set

The And option will filter your results down to the respondents who match all the filter rules you apply. The above image illustrates two filter rules applied under the And rule set. It is currently filtering a report based on respondents being the Subscribers contact group AND having completed the survey.

OR rule set

The Or option will filter your results to respondents who match any of your filters. These are the same filter rules applied as above, but the second filter has been created under the OR rule set. This would filter a report to show respondents who are in the Subscribers contact group or respondents who have completed the survey.

How to add a rule set

Rule sets allow you to add more filters that act within the parameters of the filters you have already set.

To apply an AND or OR rule set to your report:

  1. Open Filters and Comparisons in the sidebar
  2. Click the ‘Edit Filter’
  3. Click the + icon
  4. Select Add Rule Set (this will add a new filter below)
  5. Click the AND or OR button
  6. Click the + icon (next to the rule set buttons)
  7. Edit your filter rules
  8. Click Save

Here's an example of how this would work:

In the above screenshot, you'll see a filter showing anyone in the age ranges of 18-25 and 26-35 who gave a rating of 9 or 10 for an NPS question.

An additional rule set has been applied below to further filter the data created by the first filter rule. This would now only display results from respondents in the 18-25 age range who gave a rating of 9 or 10.

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