Help / Surveys & Search Help

Navigating Survey Results – List Layout

Winnow offers different options for viewing survey results. Our latest addition, List Layout, introduces a streamlined view that simplifies formatting, adds powerful filtering options, and eliminates the appearance of duplicate requirements.

We also offer a legacy Table Layout that you can access from the Options menu on your survey results page. Both layouts give you an intuitive view of your survey results.

List Layout is the new default layout for Winnow surveys and has several enhancements:

  • Streamlined Results: Topic, category, and jurisdiction groupings are gone. Instead of many smaller groups, you'll see a single, easy-to-read list.

  • No Duplicates: Each requirement now only appears once in your survey results.

  • Topic and Category Applicability: Each requirement has a list of applicable topic and category badges to improve readability. This replaces the need for the tables used in our legacy layout. You can also use these values as filters to get even more granular.

  • New Filters: Filter by jurisdiction, topic and category, whether requirements are newly effective, expiring soon, or have a pending version.

  • Match Any/All: Set matching logic based on selections in the Categories & Topics section. By default, Winnow returns results that Match Any selection. That means each requirement shown will match at least one of your choices. Switching to Match All returns requirements matching all selections, but won’t exclude requirements that have other topics as well.

There’s one key difference between Filters and Additional Criteria. Applying Additional Criteria re-queries the database based on your selections, and in some cases can add new results to your survey. Filters operate only on the results that have already been returned so their impact is always to minimize your number of results. Also, Filters won't impact your notifications in any way or trigger the button to update your survey, so you'll need to apply them each time you view your results.

To switch between survey layouts, select one from the Options dropdown menu in the top-right corner of the page. While here, you can also set a default layout for future surveys, and also apply that default to any currently saved surveys.

Survey Header

Name

Winnow gives your survey a default name based on the product type and loan phase you chose when building it. To change this, click the Save button to name and save the survey. You can change the name by clicking Rename from the Options menu.

Number of Requirements

Under the survey name is the total number of unique requirements on your survey. If you’re using the Table Layout, there are values for the unique and total number of requirements. Depending on how your results are grouped, duplicate requirements may appear, as this layout groups results into different buckets. The unique count shows the number of non-duplicated requirements. The total count includes duplicates.

Order By

You can group your results by Topic, Jurisdiction, or Category (Table Layout only). Changing this value may result in fewer total records shown. The default grouped by value is Topic.

The order by selection determines whether your results are ordered alphabetically by Jurisdiction or Topic. Winnow uses the first alphabetical topic to sort when there are multiple applicable topics on a requirement. When using Table Layout, you may also group by category.

Survey Options

These options are in the top-right of your results, opposite the survey name.

Save

Saving your survey is recommended and offers a few additional benefits:

  • Naming your survey makes it easier to identify

  • Saved surveys appear in the Saves section of Winnow, accessible from the main navigation

  • You can duplicate a saved survey and create quick variations

  • Saved surveys generate weekly notifications to monitor regulatory changes

Update

Once you save a survey, adding Additional Criteria or changing the Order By value will trigger an Update button. Click this to update your saved survey and apply these values the next time you view the survey. You can also click the dropdown arrow next to the update option to Revert Changes or Save as New, which allows you to name and save a new survey with your changes applied.

Export

Export your survey as either a PDF or Word document.

Toggle

When using List Layout, the toggle button allows you to expand or collapse all results on the page.

Options Menu

  • Edit: Returns you to the Build Survey form to make changes

  • Rename: Change your saved survey name

  • Duplicate: Copy your current survey

  • Delete: Permanently delete your saved survey

  • Layout Section: Apply your desired survey layout and set a default layout

  • View Details: Shows all the criteria and topics that make up your survey

  • Show Hints: Show the walkthrough tour again

Sidebar

The left sidebar contains several filters and additional criteria you can apply to your survey.

Filters

Filters are temporary selections you can apply to a survey to further narrow your results. They are not saved to your survey when you click the Update button.

  • Versions: Filter results to show requirements that are newly effective, expiring soon, or have new versions pending

  • Jurisdiction: Filter by one or more jurisdictions

  • Categories & Topics: Filter by a specific topic and category combination

Additional Criteria

Additional Criteria, like filters, are selections you can apply to a survey to further narrow your results. Unlike filters, however, additional criteria are saved to your survey when you click the Update button.

Display Options

Show or hide your survey results' Additional Considerations and Product & Loan Details sections.

Survey Results

Each survey contains a list of applicable requirements matching the criteria you selected for building your survey. Results are ordered alphabetically by Jurisdiction, Topic, or Category (Table Layout only). You can change this value from the Order By menu in the survey header. 

Each requirement card has a title link made up of the jurisdiction name and a unique ID. Clicking the link takes you to the detail page containing more information about that requirement. If a requirement also has multiple versions or attachments, you'll see that information directly under the title.

After the title section, each requirement card can contain the following sections:

  • Trigger: The conditions that trigger the requirement

  • Requirement Text: The main body of the requirement

  • Timing: How long you have to take action

  • Additional Considerations: Other information relevant to the requirement

  • Defined Terms: Links to each term used in the requirement text

  • Topic & Category Applicability: A list of applicable topics and categories for the requirement