Using/saving the same selection of questions for multiple exports (based on a filter) | XM Community
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Using/saving the same selection of questions for multiple exports (based on a filter)

  • November 17, 2020
  • 3 replies
  • 11 views

Hi all!
I figured out how to make a selection of the questions and export it.
In total I have to export about 30 reports (for different groups of respondents; I'm using a filter to select individual groups) with the same selection of questions. Is there a way to do this effeciently, other than ticking the questions of interest manually for each of the 30 groups?
Thanks for your help in advance!
Best, Titia

Best answer by Titia

Hi @MatttewM,
Thanks a lot for taking the time to reply.
I wasn't sure what you meant with a "master copy", but your answer did led me to a/the solution:
Under Reports you can deselect (or select) questions for the final report (I think this is what you meant with a "master copy"?):
afbeelding.pngBy using filters, I could quickly download a specific subset of questions for each of my 30 groups.

Thanks a lot! This will save me a lot of time! 😅
Best, Titia

3 replies

MatthewM
Level 6 ●●●●●●
Forum|alt.badge.img+30
  • Level 6 ●●●●●●
  • November 17, 2020

Hi Titia ,
If the questions are the same in each of the 30 groups, can you just make a master copy of the report, and save 30 different versions of it, with a different filter applied to each report?


  • Author
  • Answer
  • November 19, 2020

Hi @MatttewM,
Thanks a lot for taking the time to reply.
I wasn't sure what you meant with a "master copy", but your answer did led me to a/the solution:
Under Reports you can deselect (or select) questions for the final report (I think this is what you meant with a "master copy"?):
afbeelding.pngBy using filters, I could quickly download a specific subset of questions for each of my 30 groups.

Thanks a lot! This will save me a lot of time! 😅
Best, Titia


MatthewM
Level 6 ●●●●●●
Forum|alt.badge.img+30
  • Level 6 ●●●●●●
  • November 20, 2020

Glad you found a solution!
By "master copy" I simply meant creating a report template, then using the "Copy Report" feature to create the different versions.
image.png