Surveys

Filters and Export Options

Refine user records using AND/OR filters and download reports using export options in KREDO.

The Filters and Export options allow admins to refine user records and download reports based on specific criteria.

Filters

The AND/OR Filters allow you to refine your search and display results based on multiple criteria.

  1. Under the Users section, click Filters.
  2. Select the required fields from the AND/OR dropdown.

AND Filter

The AND Filter displays records that meet all selected conditions.

Example:
Role = Admin AND City = New York

OR Filter

The OR Filter displays records that meet at least one of the selected conditions.

Example:
Role = Admin OR Role = Manager

Combine AND and OR Filters

You can combine AND and OR conditions to refine the results further.

Example:
(Role = Admin AND City = New York) OR (Country = Canada OR Country = Germany)

After setting the required filters, click Apply.

Export

The Export option allows admins to download reports for different time periods.

  1. Click Export.
  2. In the Download Reports pop-up, enter the required File Name and select the Date Range.
  3. Select one of the following date ranges:
    • Last 31 days – Selected by default.
    • Last 3 months – Displays data for the previous three months.
    • Last 6 months – Displays data for the previous six months.
    • Custom Selection – Allows you to select a Start Date and End Date.
  4. Select Include Suspended Users to include suspended users in the report.
  5. Click Download.
  6. The generated report appears in the report list.
  7. Click the Export icon to download the report.
  8. To delete a report, click the Bin icon.
  9. In the confirmation pop-up, click Yes.
  10. A success message confirms that the report has been deleted.

Note: The available filter fields and export options may vary based on the user's permissions and platform configuration.

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