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Display respondent metadata on verbatims in Canvs AI

How to control which filters, waves, and questions are displayed alongside verbatim responses

Updated over 2 weeks ago

When you’re reviewing open-ends, context is everything. Canvs lets you control which pieces of metadata appear directly beneath each verbatim, so you never have to wonder where a quote came from, or spend time filtering back and forth to find out.

This article explains:

  • What filters are and where they come from

  • What metadata appears by default

  • How to customize what you see

  • How to display wave and question context

Take a tour to learn more about this feature here: Waves & Questions Verbatim Filters


What are Filters?

Filters in Canvs AI are metadata columns selected during file upload. These can include:

  • Demographics (e.g., Age, Gender, Ethnicity)

  • Close-ended responses (e.g., Likelihood to Recommend, Favorite Brand)

  • Source details (e.g., Restaurant Location, Wave, Campaign Name)

🔒 Filters must be selected during upload. You cannot add new filters to a dataset after it’s been uploaded.


Default Filters displayed on verbatims in Canvs AI

The following filters will automatically appear beneath each verbatim- if they exist in your data:

  • Gender / Sex

  • Age / Age Range

  • Ethnicity

These give you quick demographic context at a glance.


How to Choose Custom Metadata to Show on Verbatims

You can choose which additional filters appear beneath verbatims by favoriting them.

  1. Go to your project’s Content Page

  2. Click the three-dot menu (top right) → select Edit Details

  3. Go to the Filters tab

  4. Click the ⭐ icon next to any filter, wave, or question you want to see under verbatims

  5. Click Save

You can favorite up to five filters total (including defaults)


Show Waves and Questions Under Verbatims

This is new: you can now also display the Wave and Question each verbatim came from. Just favorite them the same way as any other filter:

  • Waves will appear like: Wave: March 2025

  • Questions will appear like: Q: Why did you cancel?

These labels are fixed and can’t be renamed.

This is especially helpful for:

  • Multi-wave trackers

  • Surveys with multiple open-ends

  • Compliance or PR-sensitive deliverables


How to Edit Filter Names

Need to rename a filter like "loc_code" to something more client-friendly like "Location"? You can do that!

  • Go to the Edit Filters panel

  • Click the filter name

  • Type your new name

  • Hit Enter or click Save

Note: You can only edit the name of the filter (e.g., "Gender")- not the individual values (e.g., "Male", "Female")


TL;DR

✅ Use default filters for quick demographic context
⭐ Favorite your most relevant metadata to see it under every quote
📌 Add wave and question info for bulletproof context
📝 Rename filter labels for clarity in reporting and exports

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