The Categories allow survey creators to define categories like location, preference, or role when setting up a survey.  Upon completion of the survey, the feature allows for the aggregation of data not just as a whole but segmented according to these categories. This means that survey creators can filter the results based on these categories to analyze how different groups of respondents answered the survey. This article will demonstrate the process of creating and managing Categories.

Navigating to the Data Categorization screen

• Open Settings
• Click on Data Categorization

The video below shows you how to navigate to the Data Categorization screen

Create category

To create a new category, simply:

• Click on Create Category
• Type in the name
• Add your question
• Fill out the options that participants can choose from
• Click on Add an option to include more fields
• In case you would like to delete an option, click on the Remove Answer icon
• Click on Save

Note: On the right side of your display, you can preview the appearance of your category within the survey.

In the short video below we show you how to create a category and save it

Additionally, you can sort the existing options by choosing between Sort A-Z or Sort Z-A.

The short video below shows you how to sort the existing options

Including category in a survey

There are three options for incorporating a category into a survey:

• Access the Capabilities screen, click on the three dots next to the capability, then Select categories, and enable the categories you want to display in the survey.

In the short video below we show you how to enable a category through the option Select Categories

• Navigate to the Capabilities screen, choose the relevant capability, click on the three dots, Select Statements, click on General, and enable a category.

The short video below shows you how to enable a category through the option Select Statements

• Locate a custom capability, click on Edit Capability, go to General, and enable a category.

In the short video below we show you how to enable a category in custom capability through the option Edit Capability

Categories in the Reports

Categories will be shown in the reports from where you can further filter the data and create new reports. You can choose between various report types, based on your needs and preferences. Simply:

• Create a new report
• Choose filters further by clicking on the responses
• Apply to see the results OR
• Save it and the report with applied filters will be created instantly

The short video below shows you how the report with categories looks like

In the screenshot below we show you how a new report created from filters looks like

To learn more about creating reports, please visit our Help Center article Analysis screen.

Comparing Data Categories in Report

We’ve introduced a new feature that allows users to compare data categories across up to three different data sets. With this feature, users can select specific data categories for each data set in their report. This can be particularly useful for comparing how individuals or groups in these different data sets are performing in relation to the selected categories, enabling side-by-side comparisons and deeper insights.

To add data sets, simply:

• While in the report, select all data categories that will be considered as one data set
• Click on the + sign to add another data set
• Select Apply

The short video below shows you how to compare data categories

Cloning a category

You have the ability to clone a specific category, and to do that, follow these steps:

• Navigate to the Category you would like to clone
• Click on the Clone option
• Update the Category based on your preferences
• Proceed with the Save button

In the screenshot below we show you how to clone a category

Editing or deleting a category

If you would like to edit a category, navigate to the Data Categorization screen, click on the editing button, and save once ready. However, in case of deleting a category, click on the trash icon, and confirm it.

The short video below shows you how to edit or delete a category

Note: Please, be aware that once you start collecting responses, you will not be able to modify or delete that category. This helps maintain the accuracy and consistency of your data.

Preview a category

In case you want to preview a category before proceeding with other options available, simply:

• Locate the Category you would like to preview
• Click on the Preview option

In the screenshot below we show you how to preview a category