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Adding filters to your study

Adding filters to your study can be useful if you're interested in analyzing data by subgroups that aren't currently available within your study dashboard. Sometimes this data exists elsewhere (customer database, data file from survey panel provider etc.) and you will need to import the filter data into your dashboard. To create filters:

  • Select the Settings cog located in the bottom left pane in either 'Create' or 'Report' view mode.

  • In the Settings Window, navigate to the Data tab.

  • In the Data tab, click on the ‘Import Data’ button in the bottom of the 'Import Data' tile to the far left.

Adding filter data within your Starter File (CSV.)

Re-uploading modified Starter File


Removing filters from your study

Removing filters from your study can be helpful if you don't want a particular question from your study showing as a filter or you’ve added a filter by accident and need to remove it so it’s no longer visible within your dashboard.

There are two ways to remove filters from your study dashboard.

The first way to remove filters (if filters are questions within your study):

Go into 'Report' view mode. Next, click on 'Customize Report' button in the bottom left corner.

In the 'Customize Report' window, select a question section and then toggle off filters in the top left corner of each question you no longer want to appear as a filter in the dashboard.

Finally, once you've toggled off the questions you don't want to appear as filters you can click 'Done' in the top right corner.

The second way to remove filters (if you've already loaded in filter data from outside of your study):

  • Select the Settings cog located in the bottom left pane in either Create or Report view mode

  • In the Settings Window, navigate to the Data tab

  • In the Data tab, click on the ‘Import Data’ button at the bottom of the 'Import Data' tile to the far left.

  • In the ‘Import Data’ window click on the ‘Import & Review’ button in the bottom right corner

Next, within the Review Filter File Import window, click on the trash icon button beside the filter (to the right) of the filter you want to remove from the dashboard.

Note: the filter will appear showing the question that was asked in the study and the corresponding answer options that were available

Once you’ve deleted the filters you need to remove from the dashboard click on ‘Done’ and the filter will no longer show within your study dashboard.

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