How do I create subgroup reports using filters and LiveReports?

Subgroup reports are useful when different report viewers should see results for a specific group, for example a department, country, location, team, course, customer group or manager area.

To create subgroup reports, you need respondent data and the corresponding filters

Recommended workflow:

1. Prepare respondent data before distribution
   • Decide which fields you need for reporting, such as department, country, location, team, manager or role.
2. Import or validate respondent data
   • Make sure group names are consistent. For example, avoid using both “Sales,” “sales” and “Sales Department” if they should be one group.
3. Create value filters in Results
   • Use value filters to define the group you want to report on.
4. Create a report
   • Create a report that shows the relevant results. Apply the correct filter or comparison.
     
5. Apply anonymity and thresholds
   • If the Quest uses Hidden Identity or Advanced Hidden Identity, check that subgroup reports do not show results below the response-count threshold.
6. Test before sharing
   • Open the report and check that the correct filters are applied and that no unintended data is visible.
7. Share the report
   • Share the LiveReport or report export with the relevant viewer.

Related articles:

• How to use LiveReports
• How to use Filters
• How to use Hidden Identity
• How to create a new Value Filter
• How to create a new Time Filter
• How to use Cross-Tabulation
• How to batch copy a report with comparisons
• How to create a Batch comparison
• How to use Heatmaps in tables
• How to use Top/Bottom analysis