How to Use Visual Report Filters

Last Update: June 3, 2016

Visual report filters allow you to better analyse trends and patterns in your form responses by creating rules to determine which results are included in your charts and graphs.

There are 3 types of filters available for you to use:

1. Date Filters - Include/exclude responses based on the date they are received.
2. Question and Answer Filters
3. Submission Filters (Coming soon).


Creating Filters

You can create a filter for your visual report from the report builder page by using the following steps:

1. Click the Filters icon on the report builder toolbar .

2. Click the add button at the top of the dropdown .



3. Choose the type of filter you are creating



4. Choose the filter you want to create. You will have the following options based on the type of filter you are creating:

Question And Answer Filters 

Date Filters:
Current Day - Responses received on the day the report is being viewed*.
Current Week - Responses received in the week(Monday - Sunday) the report is being viewed*.
Current Month - Responses received in the month the report is being viewed*.
Current Year - Responses received in the year the report is being viewed*.
Last x Days - Responses received x number of days previous to the report being viewed (The value of x is chosen when creating the filter)*.
Exact Date - Responses received on an exact date chosen by you.
Custom Date Range - Responses received in a date range chosen by you.

*This filter is dynamic and the chart data will change according to the day you are viewing the report.

Submission Filters: (Coming Soon)


5. Based on the filter you have chosen you may now be asked to enter values for the filter to use.

6. Press save to save any entered values and create the filter. If you have entered any invalid data you will be shown an error similar to the one shown below.



7. The new filter will then be added to the filters list, and the filters counter will increase to show you the current number of active filters. A loading icon will be shown whilst the new filtered data is loaded and then charts and graphs will be re-rendered to show the filtered values.




Managing Filters

There are 2 ways to manage or modify existing filters.

1. Click on the filters manage trigger to bring up the 'Manage Filter' menu. You will be able to choose from the following options - Disable/Enable Filter, Edit Filter(Only available if the filter has editable values) and Delete Filter.

2. Change the Match switch. This switch decides whether you want Any of the created filters matched or All of the filters matched when your chart data is generated. 



If you choose to disable a filter, you will be able to distinguish it from active filters by the red status icon.



If you have any questions, suggestions or comments, please kindly post them below.


10 Comments...


   
jeansilva25841512 (July 19, 2014 at 09:26 AM)

Parabéns à equipe JotForm, pela implantação dos filtros. Excelente ferramenta para os relatórios.
Uma sugestão para melhorar ainda mais essa ferramenta, seria possibilitar que os filtros criados no relatório visual, pudessem ser escolhidos no relatório publicado.
Exemplo:
Se o relatório tem filtros para: Mês Atual e Ano atual, o relatório publicado permitisse ao usuário filtrar essas respostas.
Obrigado
Jean

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duncan_macdonald (August 03, 2014 at 07:31 AM)

Excellent Update. Any idea on ETA on Question and Answer and Submission filters and what they will allow?

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formazioneasllecce (August 22, 2014 at 02:59 AM)

It 'a good start. But the solution is useful for us to regard the conditional filter out all the answers, not just the date. We must be able to show on the internet only answers that satisfy certain criteria. We look confident in your abilities.

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davewebb (October 22, 2014 at 05:39 PM)

I made a survey using the survey tools. How do I pull the results of the survey? Before I made the survey I read where you can pull graphics and pie charts. I cant find how to do that now. Could you point me in the right direction?
Thanks
Dave

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mallow (February 05, 2015 at 07:10 AM)

Any update on when these additional filters will be available? Looking at moving from AdobeForms where advanced filtering was possible.

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cannedwolf (March 29, 2015 at 01:56 PM)

interested in when submission filters will be available as well. Any info?

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crisko (July 06, 2015 at 01:49 PM)

Update on submission filters?

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cobbcountyk12 (October 09, 2015 at 11:05 PM)

I am trying to get a report of the responses on my form. Adobe Forms Central would provide a color code data break down of the amount of responses, the ages, the grade, school...etc. How can I capture this information?

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azur29 (October 14, 2015 at 08:22 AM)

Could you implement the 3d bar
colorization of the items in an futur release ?

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DrClean (December 08, 2015 at 04:01 AM)

I'm only getting date filters to choose from and they aren't loading after I select any date range.

Any reason for this?

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