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Analyzer Filters

When you initially access the analyzer, you are presented with the filters/presentation form (see the screenshot below).

Analyzer FiltersDepartment Admin users can choose to view either Test Data or Live Data. Business Analysts, however, may only view Live Data, while Survey Publishers and Survey Authors may only view Test Data. Therefore, only Department Admin users have the option to choose their display Mode ("Test Data" or "Live Data"). If a user has a combination of roles, such as Publisher and Analyst, he will also have the option to select the mode.

Next, the user is presented with the From and To date fields. The date range specified here will be used to gather results on surveys submitted within that timeframe. By default, the previous week is selected.

The remainder of the filters are on the left side of the form under the Filters caption. The first two ("Survey Group" and "Survey Type") are required. The Survey Group is the collection where you will find the survey. The Survey Type refers to the survey itself. Before you select a Survey Type you must first select its parent Survey Group (or collection). The form refreshes when you select the group and again when you select the type.

If a Filter Alias was specified in the Survey Builder for questions contained in the selected survey, and at least one of its Answer Option Groups allows filtering, the question's Answer Options will appear here as filters with the name specified in Filter Alias. Remember, however, that the filter will appear only when the question has an appropriate answer option group assigned to it and allows filtering. The two types of answer option groups that work as filters are: (1) options from external sources, and (2) options that were created with the Option Manager. In other words, results cannot be filtered on text input fields.

In the above screenshot, it is clear that only one question in the "Customer Support" survey specified an alias in the Filter Alias field in the Survey Builder.

The more filters a survey has, the more granular the reports become. In the above example, the analyst can generate a report displaying all results or only those results for a specific location.

After selecting the type of report to generate using the Presentation options (described below), the analyst generates reports by clicking the Get Report button.

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