Advanced Filters: How to use Advanced Filters

Central Coordinators, Project Coordinators & Survey Creators can create new participant groups after survey results are published with the use of Advanced Filters. This enables deeper, more flexible analysis, without needing to request additional reports.

 

 

Step 1: Open the results dashboard

• First, navigate to the survey you want to analyze.

Step 2: Access the filter options

• Click on the ‘Filter’ button located just below the dashboard title.
• Then select the ‘Advanced Filters’ tab to unlock more customization options.

Step 3: Create a new filter

• Click on ‘Create filter’.
• Select from available columns indicated in the Employee data such as:

• Age
• Gender
• Tenure
• Position
• Email address
• Cross-functional team

Step 4: Combine groups (optional)

• Want to analyze multiple groups together? You can merge them into a single group for broader insights.

Step 5: Anonymity check

• The system automatically checks if your group meets anonymity thresholds, so you can ensure privacy is maintained.

Step 6: Calculate results

• Once your group is created, it appears at the top level of the dashboard.
• You can use it just like any other group for analysis.

• Central Coordinators (access to all filters)
• Project Coordinators (access to filters for their projects)
• Survey Creators (access to filters for their measurements)