Overview
Most list pages in SwiftComply FOG -- Establishments, GCDs, Providers, Contacts, Pump outs, Yellow grease, Inspections, Enforcements, FSE permits, Provider permits, Vehicles, and Disposal locations -- share the same toolkit: a search bar, a filter panel, saved reports, CSV export, and on some tables, CSV import. Emailing or scheduling those exports is covered separately in Running and Scheduling Reports.
Not every tool exists on every table -- the differences are called out below. For table-specific filter fields, the tables in this article show what's actually available.
Searching a table
Each list page has a search bar at the top. The bar searches the most relevant text fields for that record type (name, reference number, etc.).
Open the table from the left sidebar.
Type into the search bar. Results update as you type.
Clear the search field to return to the full list.
Filtering a table
Filters narrow the list further. Each table has filters tailored to its record type. The actual fields per table are listed at the bottom of this article.
Open the filter panel on the table page.
Set the filter values you want.
Apply the filters. The list updates to show only matching records.
Clear individual filters to expand the list again.
Filters combine with search. If you have both active, FOG shows records that match both the search text and every filter.
Saving a filter for reuse (Saved reports)
On most list pages you can save a set of filters to rerun later. These are called Saved reports -- the same dropdown also lets you add custom-property and association-based filters.
Apply the filters you want to save.
Click the save icon next to the Add filter or report button.
Give the saved report a name and save.
To rerun it later, open the Add filter or report dropdown and pick Saved reports.
Saved reports are personal -- each user keeps their own. Teammates won't see yours, and you won't see theirs. If you want everyone to use the same view, share the filter criteria so they can recreate it on their end.
Filtering by custom properties
On tables that support custom properties (Establishments, GCDs, Providers, Contacts, Pump outs, Yellow grease, FSE permits, Provider permits, Vehicles, Disposal locations, Equipment, Self-Monitoring Reports, and Provider Contacts), open the Add filter or report dropdown and choose Add custom property filter to add any of your tenant's custom fields as a filter. The option only shows up when the custom properties feature is enabled.
Exporting a table to CSV
Most tables can be exported to CSV. Export honors your active search and filters, so you can export a targeted slice rather than the whole table.
Apply any search text and filters you want.
Click the Actions menu in the top-right of the table, then click Export (the menu may say Export CSV on some tables).
Choose which fields to include in the CSV.
Click Export to download.
Disposal locations doesn't have an Actions menu and can't be exported to CSV. Every other table in this article supports export.
Importing data
Bulk CSV import is available on six tables: Establishments, GCDs, Providers, Contacts, Pump outs, and Yellow grease. The other tables don't support import.
Imports are powerful but unforgiving -- a malformed CSV can create duplicate or partial records that are hard to clean up later. Before you run an import, reach out to your CSM (Customer Success Manager). Your CSM will walk you through the right import template for your record type, the column requirements, and any data prep your file needs. They can also review your file before you commit the import.
How an import works (general overview)
Open the table you want to import into.
Click the Import button (it's a separate button on the page, not inside the Actions menu).
Download the template for that record type. Use it as your starting point so the column headers match exactly.
Fill in your data, save the file as CSV, and upload it.
Validate first. SwiftComply runs a validation pass that catches errors without committing anything.
Review the validation results, fix any issues in your CSV, and re-upload if needed.
Once validation passes, run the actual import. SwiftComply commits the records.
Even with validation, imports can have unexpected effects on existing data (matching by reference number, custom property collisions, etc.). Coordinating with your CSM is the safest path. Contact support@swiftcomply.com or your assigned CSM before running large imports.
Emailing or scheduling a report
Most tables also let you email an export -- once, or on a recurring schedule -- instead of downloading it yourself. The full walkthrough lives in Running and Scheduling Reports. The Tools-available table lower in this article shows which tables support it.
Filter fields by table (verified)
These are the filters actually present in the UI -- not just what the database supports. Custom-property filters can be added to any table on this list that supports custom properties via the Add custom property filter option.
Table | Filter fields available |
Establishments | Visibility (Open/Closed), Tags (AND/OR), Establishment type, Compliance status, GCD condition, Providers, Scheduled inspections, FSE permit status, Current permit, Inspector, Coordinates, Last inspection status, plus date-range filters for Created at, FSE permit expires, FSE permit created, Inspected on, and Last inspection date. |
GCDs | Name, Establishment, Category, Tags, Compliance, Location, Status (Active/Removed), Created at, Custom ID. |
Providers | Name, Current permit status (when permits are enabled), Created at. |
Contacts | Full name, Establishment, Phone, Email, Tags, Created at. |
Pump outs | Establishment, Provider, Matched (Yes/No), Submitted by, Vehicle (when vehicles are enabled), Disposal location (when enabled), Serviced on date range. |
Yellow grease | Establishment, Provider, Matched (Yes/No), Serviced on date range. |
Inspections | Template, Reference number, Establishment, Compliance, Created by, Status, Inspector, Inspected on date range, Scheduled at date range. |
Enforcements | Establishment, Enforcement type, Enforcement template, Status, Issued at, Actions due at. |
FSE permits | Establishment, Number, Status, Owner first/last name, Business street/city/state/zip, plus date-range filters for Created at, Expires at, and Effective date. |
Provider permits | Provider, Number, Status, Created at, Expires at, Effective date. |
Vehicles | Number, Provider-specified ID, License plate, VIN, Provider, Year, Capacity size, Make, Status, Last inspection date range. |
Disposal locations | Name or address (search), Waste type. |
Tools available per table
A quick reference for what each table actually supports.
Table | Search | Filter | Saved reports | Export CSV | Import CSV | Send Report |
Establishments | Yes | Yes | Yes | Yes | Yes | Yes |
GCDs | Yes | Yes | Yes | Yes | Yes | Yes |
Providers | Yes | Yes | Yes | Yes | Yes | Yes |
Contacts | Yes | Yes | Yes | Yes | Yes | Yes |
Pump outs | Yes | Yes | Yes | Yes | Yes | Yes |
Yellow grease | Yes | Yes | Yes | Yes | Yes | Yes |
Inspections | Yes | Yes | Yes | Yes | No | Yes |
Enforcements | Yes | Yes | Yes | Yes | No | No |
FSE permits | Yes | Yes | Yes | Yes | No | No |
Provider permits | Yes | Yes | Yes | Yes | No | No |
Vehicles | Yes | Yes | Yes | Yes | No | No |
Disposal locations | Yes | Yes (Waste type only) | No | No | No | No |
FAQ
Q: Does clearing filters also clear search?
A: No. Search and filters are independent -- clear each one separately.
Q: Can I share a saved report with teammates?
A: No. Saved reports are personal to each user. To get your team on the same view, share the filter criteria and have each person create the saved report on their end.
Q: Why doesn't my export include all the columns I see on screen?
A: The export field selector defaults to commonly used columns. Use the field checkboxes on the export step to add the additional fields you need.
Q: Can I filter by custom properties?
A: Yes, on tables that support custom properties. Open the Add filter or report dropdown and pick Add custom property filter. The option only appears when the custom properties feature is enabled for your tenant.
Q: Why doesn't the FSE permits / Provider permits / Vehicles / Enforcements table have Send Report?
A: Send Report isn't currently wired up on those tables. Use the CSV export instead and email it manually if you need to share the data.
Q: Can I run an import myself without involving my CSM?
A: Technically yes -- the import UI is available. But we strongly recommend running imports with your CSM at least the first time. They know the templates, the data prep gotchas, and the records that already exist in your tenant. Once you've done one or two imports with their guidance, you'll have what you need to run smaller imports on your own.
Q: How do I export Disposal locations?
A: You can't from the UI -- the Disposal locations page doesn't have an export action. If you need a list, contact support@swiftcomply.com.