How do I exclude specific survey responses from a standard report?

The report-filtering tools that are currently available do not allow you to exclude individual responses based on member ID or email. However, you can create a profile variable that flags the responses you want to exclude and use that profile variable to create a filter condition.

Detailed Steps

Step 1. Create a new Single Choice profile variable

1. Go to the Community app and click Community > Profile Variables.
2. Click + Profile Variables.
3. Type the variable name and description.
   Tip: Give the profile variable a name that will make it easy for you to identify it as a flag for a specific activity. This will also make it easy for you to identify the profile variable for clean-up later.
4. Ensure the type is set to Single Choice.
5. Add a single profile variable value to use as a flag, such as "1."
6. Click Save.

Step 2. Create a CSV file that lists all the member IDs for which you want to exclude survey responses

• The CSV file must have a column called MemberID or Email.
• The name of the second column must match the name of the profile variable you created.
• In the second column, type the flag value for each member ID or Email.

Step 3. Import the CSV file

1. Go to the Community app and click Community > Profile Variables.
2. Click Import.
3. Click Choose File, select the CSV file you created in step 2, and click Open.
4. Click Upload.

Step 4. Use the flag profile variable to filter the report

1. Go to the Surveys app and open the survey.
2. Click the Report tab. 
3. On the toolbar, click Filter.
4. Set the filter to Exclude.
5. Add a condition that references the flag profile variable.
6. Click Apply.

More Information

Please click the WebHelp links below for more information:

• Create a profile variable
• CSV file requirements
• Import members or profile variables
• Create and apply a filter