Who this article is for: Authority Users
Overview
Most of the main tables in SwiftComply share the same set of tools for finding and pulling data: a multi-field search, a filter panel, a column selector, and CSV export. Once you learn the pattern on one table, it works the same way on the others. This article covers the shared workflow.
📝 The Assemblies table has its own updated view with some additional features unique to assemblies. For that, see Searching, Filtering, & Exporting Assemblies.
Tables That Share This Workflow
The standard toolbar appears on these pages:
Locations
Contacts
Test Reports
Surveys
Communications (each view within the report selector: Unsent Communications, Communications with Errors, Communication Types, Communication Templates)
Each table's content is different, but the four toolbar icons — Search, Filters, Columns, Export — behave the same way on all of them.
The Toolbar
Across the top of every supported table you'll see:
Control | Icon | What It Does |
Search bar | Magnifying glass on the left, chevron on the right | Opens a multi-field search panel |
Filters | Funnel icon | Opens a panel of table-specific filters |
Columns | Gear icon | Opens the column selector |
Export | Download arrow | Exports the current view to CSV |
At the bottom of the table you'll find Rows per page, page navigation arrows, and a total-items count.
Search
Click the chevron on the right side of the search bar to expand the Search panel. Instead of searching one field at a time, the panel gives you a form with multiple fields — you can fill any combination and search on all of them at once.
The fields in the panel depend on the table:
Locations — Address, Account Number, City, Contact Email, Contact Phone, Last Survey Result, Name, Overall Compliance, Phone, Postal Code, Primary Contact, State/Prov, plus any state report fields configured for your org.
Contacts — Name, Phone, Email, Address-related fields.
Test Reports — Status, Result, Submitted On range, Serial Number, Location, Service Provider, and more.
Surveys — Status, Result, Submitted On range, Location.
Communications — varies by selected view; typically Communication Type, Location Name, Contact Name, Method, date ranges.
To search:
Click the chevron on the right of the search bar to open the Search panel.
Fill in any fields you want to filter by — leave the rest blank.
Click Save to apply the search, or Clear to reset the fields.
The table updates to show only matching rows.
Filters
Click the funnel icon to open the Main Filters panel. These are pre-built, table-specific filters that narrow the list without requiring you to know field names.
Examples of what you'll see:
Locations — Active (True/False), Last Surveyed On date range, Needs Review, Next Survey Due After/Before.
Contacts — Active status, role-based filters.
Test Reports — Submitted On range, Status, Result.
Surveys — Submitted On range, Status, Result.
Communications — date ranges, Communication Type.
Fill in the filter values you want, then click Save to apply or Clear to reset.
💡 Search and Filters stack. Anything in the Search panel narrows by matching text; the Filters panel narrows by status, dates, and flags. Use both together for the most targeted list.
Column Configuration
Click the gear icon to open Select Columns. Check or uncheck columns to change what's visible in the table.
Each table remembers your choices per user — your Locations column setup is independent from your Contacts setup.
📝 The column selector also controls what's included in the CSV export. Only visible columns are exported.
CSV Export
Click the download icon (rightmost in the toolbar) to export the current table view to CSV.
The export reflects exactly what's on screen:
Only rows that match your current Search and Filters are included.
Only columns you have visible (set via the gear icon) are included.
The sort order on screen is preserved in the file.
To export the whole table, clear your Search and Filters first, turn on all the columns you want via the gear, then click Export.
The Communications Page's Report Selector
The Communications page has one extra control the other tables don't: a report selector dropdown at the top-left. Use it to switch between views before applying search, filters, columns, or export:
Unsent Communications (default) — pending communications waiting to be sent.
Communications with Errors — communications that failed delivery.
Communication Types — rules that generate communications.
Communication Templates — templates those rules use.
Each view has its own default columns and filter options, but all use the same toolbar pattern described above.
Cross-Table Examples
Find locations with incomplete contact info
Open Locations.
Open the Search panel, leave Name/Address blank, and check whether any Contact Email or Contact Phone value gets you what you need.
Alternatively, open Filters and filter to Active = True, then sort by Primary Contact to see blanks at the top/bottom.
Export to CSV and work through the list.
Pull test reports submitted in a date range
Open Test Reports.
Open Filters and set the Submitted On date range.
(Optional) Filter by Status or Result.
Adjust columns with the gear icon.
Click Export.
Review all surveys waiting on review
Open Surveys.
Open Filters and set Status to Submitted.
Work the list in-app or export it.
Audit communication errors for a period
Open Communications and use the report selector to pick Communications with Errors.
Open Filters and set the date range.
Export, or click into each row to correct the underlying record.
FAQ
Q: Do my saved Search and Filter settings stick when I leave the page?
A: Your column choices (gear icon) are saved per user per table. Search and Filter values reset when you navigate away unless you apply them again.
Q: Why don't I see the same filter options on every table?
A: Each table's filters are built around the data it contains. Dates, statuses, and flags only show up where they're relevant.
Q: Can I export every column regardless of what's showing?
A: No. CSV export respects the column selector — only visible columns are included. Turn on the columns you want via the gear first, then export.
Q: Where's the Assemblies workflow?
A: Assemblies has its own updated view with additional capabilities. See Searching, Filtering, & Exporting Assemblies for that walkthrough.
Managing Contacts within SwiftComply Backflow
Understanding Communication Status