How to Filter Form Submissions

Overview

Filtering form submissions helps you quickly locate specific data points—whether you're reviewing entries from a single form or analyzing responses across all forms in your account. This guide walks you through two key workflows:

• Filtering data within the submission grid of a specific form.
• Creating a cross-form report using advanced filters.

Use these tools to streamline your review process, extract actionable insights, and support your reporting needs with precision.

What’s in this article

Filter Submissions from a Single Form

To quickly narrow down responses within a specific form, you can apply filters directly on the submission grid.

Step 1: Open the Submission Grid

1. Go to the Form Listing page.
2. Click the form you want to review.
3. The submission grid will open, displaying all submission data for that form.

Step 2: Apply a Column Filter

1. Locate the column you want to filter (e.g., Gender Identity, Age Group).
2. Click the menu icon (≡) on the right side of the column header.
3. Select Filter from the dropdown.
4. A filter box will appear below the column header.
5. Choose a filter type (e.g., Is equal to, Contains, etc.).
6. Enter a value (e.g., Woman for Gender Identity).
7. Click FILTER to apply.

Optional: Add More Conditions

• Use And/Or logic to apply multiple filter conditions within the same column.

To Clear Filters

• Click CLEAR to remove all filters and reset the grid.

📽️ See the video below for a step-by-step walkthrough — https://share.zight.com/Kou5w1lm

Generate a Report Across All Forms

If you want to search across submissions from all forms using a specific field (such as a dropdown or text value), create a custom report.

Step 1: Access the Reports Section

1. From the dashboard, click the dial pad (grid) icon on the top menu bar.
2. If you don’t see Reports right away, click More to locate it.
3. Select Reports.

Step 2: Create or Open a Report

• To create a new report:
  • Click + Report button at the top right of the Reports page.
  • Name your report and assign a category for better organization.
• To use an existing report:
  • Click on the report name to open it.

Step 3: Configure the Report

1. Under Data Source, select Forms.
2. For Data Metric, choose either:
   1. Form Submissions (for individual submission data), or
   2. Form Listing (for a summary view).
3. This pulls data from all forms in your account.

Step 4: Apply Filters

1. On the right-hand panel, click the Filter icon (second icon from the top).
2. Add your desired filter criteria, such as:
   1. Source is equal to Import (CSV)
   2. Department is equal to Outreach
   3. Submission Date is between Jan 1 – Mar 31
3. Add multiple filters as needed using AND/OR logic.

Step 5: View and Manage Your Report

• Once filters are applied, the report will display the matching results.
• You can:
  • Save the report for later use
  • Export the results to a file
  • Clone the report to create variations

📽️ Watch the video below to see how it works — https://share.zight.com/7Kul869Y