Filtering, Saving, and Exporting Concept Portals

When your Concept Portal is populated with concepts from your surveys, you can use filters to segment data views and compare specific pieces of information.

Note: If your portal includes surveys from multiple countries, traits will merge where they match exactly, and localized trait drop-downs will appear where there are differences (for example, with Household Income).

When you’d like to filter your data:

1. Click the icon in the Left Menu to open the Filters menu. 
2. Click the drop-downs and check the boxes to filter by all available demographic traits and other variables.
3. Click the Apply filters button to reload the page with the specified parameters.
4. Click the X to the left of the filter you would like to remove, and click Apply filters again to reload the page with the fewer number of filters applied.

Helpful Hint: If you click Clear all filters, the filter for Survey IDs will also reset, bringing into view all available concepts that have been pushed to portals on your account. Reapply the Survey ID filters to narrow the view to the appropriate concepts.

Similar to Reports on the survey Reporting (Stats) page, create and save multiple views in one portal. Once you've made changes to the visualization or filters in a Concept Portal, you can save that version so when you come back to the portal, you'll pick up just where you left off.

1. Click the star on the Insights Portal sidebar.
2. Click Save as New View to create and save a new view of the portal. The portal’s current settings will be saved as a new view.
3. Click and drag the gray handles to rearrange reports under the Other category.
   Note: Move a report from the Other section to the Default section to replace the default report. The previous default report will move under the Other section.
4. Click the gear icon in the portal views list or the gear icon by the portal title. Here you can: 
   • Update the title, share by email or link, and view creation date and applied filters.
   • Click the Revert button to revert to the last saved version.
   • Click the Save as button to save a new copy of the portal.
   • Click Save to save over the last saved version.
   • Click into the text box to give the Concept version a new name.
   • Share by email or link.

After you've made changes to the visualization or filters in a Concept Portal, you can also share the portal with colleagues, regardless of whether they have an aytm account. Facilitate access to Portal Views by sharing links or sending emails directly from the platform. This ensures that stakeholders and collaborators who don't have an aytm account can easily view the portals.

1. Click the gear icon in the portal views list or the gear icon by the portal title.
2. To send the portal view via email address, enter one or more email addresses separated by commas in By email field. Note: Any invalid emails will remain after you click send. To make these valid, edit and try sending again.
3. To send the portal view via link, copy the link under By link.
   
   

Helpful hint: Guest viewers are viewers that access a portal via a share link, meaning:

• They can see only the report they are sent.
• The portal will automatically load with the filters tab open.
• Guest users can apply and remove filters but have no capabilities to edit/adjust any features or settings in the report or portal.
• Guest users cannot download any files from the portal.

By default, if you click the export buttons for Excel and Presentation, a document will be generated for all data. 

1. Click the Export icon in the left menu.
2. Click the XLSX button to download the current view to an Excel document. This download will reflect any applied filters, as well as your selections from the drop-down controls on screen.
   
   To limit the data in the download:
   
   
3. Click the Choose concept dropdown, and check the boxes next to individual concepts, or Select all, or Select current view.
4. Click the XLSX button to download the an Excel document once concept selections have been made.
5. Click the XLSX button to download the an Excel document.
6. Click the gear icon in the Presentation drop-down to make selections for a presentation-style download.
7. Click the export Presentation button to download your powerpoint, Keynote, or PDF.