Filtering Based on Account Number - Select Accounts | XM Community
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Filtering Based on Account Number - Select Accounts

  • August 19, 2020
  • 1 reply
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Hi All,
I have a list of account numbers for our select account. I have survey responses from ALL ACCOUNTS with no metadata other than the account numbers themselves to filter by. Our top 10 accounts are made up of hundreds of account numbers. Is there a way for me to filter by 100s of account numbers easily? Can I create a filter outside of Qualtrics and upload it? Can I provide the list of account numbers in a comma delimitted format rather than a filter for each number?
Thanks!
Jon

Best answer by LaurenK

Hi InsightsGuy! There is not currently a way to upload a filter to selected multiple account numbers at a time - each account number will have to be selected individually. As an alternative, you could recode the account numbers to the account name so that all account numbers that fall under a certain account will show up under one name. If you have any follow up questions about this, be sure to reach out to our wonderful Support team, as they are best equipped to help! 😀

    1 reply

    LaurenK
    Former XM Community Team Member
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    • LaurenK
    • Former XM Community Team Member
    • Answer
    • November 4, 2020

    Hi InsightsGuy! There is not currently a way to upload a filter to selected multiple account numbers at a time - each account number will have to be selected individually. As an alternative, you could recode the account numbers to the account name so that all account numbers that fall under a certain account will show up under one name. If you have any follow up questions about this, be sure to reach out to our wonderful Support team, as they are best equipped to help! 😀

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