How to copy survey report filters? | XM Community
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This question has been asked a couple of years ago, but I haven't seen an answer to this. I've submitted this feature to product improvements. In the meantime, does anyone have recommendations about copying multiple filters to multiple surveys?
Current Problem
Within the next two months, I have about 40 new surveys going live. Each survey requires at minimum 14 filters (12 are text filters) and in some cases 20 to 25 filters. It's staggering to contemplate that I'm going to need to build over 560 filters that are exact duplicates from other projects. (over the next year about 100 more new surveys)
I have 12 open text questions that require filtering out typed responses such as "N/A", "NA", "Na" , nope, Nope, no, No, None, none, etc. Each question needs to be filtered separately.
In addition to the text filters, each project has a couple versions of different time filters. When projects are copied, all the report templates are copied into the new project, but they reports aren't fully functionally, because the filters for each of he projects is removed when the project in the new project.
Current Solution Workaround
I'm able to save some time by using scoring to make it faster to recreate the text filters. I type all the words that that I want to filter out in the scoring section. I then create a separate category score for each individual question. This way I don't need to create multiple filters in the report.
While the "modify filters" section include the option to copy filters, it doesn't save much time, because when I copy the filter, but need to change the question that is being filtered on, the conditional statement resets and you have to type all the information again anyway.
Any recommendations are very welcome!

Searching for something similar - working heavily in the Qualtrics dashboard interface and frequently find myself manually reproducing the same filters both within and across clients and projects.

Thinking about submitting an “idea” to Qualtrics to allow filters to be saved as a re-usable object within user libraries (so they can be shared and duplicated more easily across projects and users/teams).


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