How to filter Form Responses

Form responses can be filtered in Member365.

You can filter a list of respondents based on their answers to specific questions. For example, if you need a quick way to see which Event attendees have allergies, and which do not, continue reading this article!

Make a Question a Filter

Any question on any Form can be used to filter your Form Analytics! To use a question as a filter, you need to configure it.

Access the Form Settings

Consult this Knowledge Base article if you do not know how to create a Form.

1. From the Member365 Administrator Dashboard, click ‘Modules’ at the top of the page.

Image indicating the 'Modules' button on the bar at the top of the Administrator Dashboard.

2. Hover your mouse over ‘Forms’ on the drop-down menu that appears.

3. Click ‘Manage’ on the next drop-down menu.

Image showing the Modules -> Forms -> Manage series of drop-down menus.

4. Locate the Form whose Analytics you wish to filter, using the ‘Search Forms’ button if necessary, then click its name.

Image with an arrow pointing to the name of an example form.

Add Question Filters

5. Click ‘Launch Form Question Editor’ at the bottom of the page.

Image indicating the 'Launch Form Question Editor' button.

6. To make a question act as a filter in the Form Analytics, click ‘Setup’ on its bottom right.

Image indicating the 'Setup' button next to a Form Question.

7. Click ‘Properties’ on the window that appears.

Image indicating the 'Properties' button when setting up a Form Question.

8. Check off ‘Create as a filter in Form Analytics’, then click ‘Update’ and ‘Save Question’ to confirm your changes.

Image indicating the 'Create as a filter in Form Analytics' option checked off, and indicating the 'Update' button when editing Form Question Properties.

9. Repeat Step 6 through Step 8 for any question that you want to use as a filter in your Form Analytics.

When satisfied, remember to click ‘Save’ at the top of the page to save your Form Questions and return to the main settings page.

Your changes will not take effect until you then click ‘Publish’ at the bottom of the Form Setup page.


How to Filter Form Analytics

You can filter Form Responses on the Analytics page for the Form itself. If you do not know how to access the Analytics for a Form, consult this Knowledge Base article before proceeding.

Under the ‘Details’ tab for the Form Analytics, any question you’ve configured to act as a filter will be displayed.

Image showing the 'Details' tab of Form Analytics, with 'Are you allergic to peanuts' as the sample question we've used as a filter.

Use the filter to specify which responses you want to pull. The list of respondents will update, and you will be able to export the filtered data to Excel.

Image showing that we selected 'Yes' for the Allergic to Peanuts question, indicating that the respondents list has been filtered, and the Export to Excel button.

In our example, we’ve now generated a list of respondents who are allergic to peanuts!


Congratulations, you now know how to convert a question into a filter on your Form Analytics, and how to use that filter when pulling results!

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