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 and Locations tables use a newer toolbar that works differently from the one described here. For the Assemblies version, see Searching, Filtering, & Exporting Assemblies.
Tables That Share This Workflow
The standard toolbar appears on these pages:
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:
Contacts — Name, Phone, Email, Address-related fields.
Test Reports — Status, Result, Serial Number, Location Name, Service Provider Name, and more.
Surveys — Status, Result, Location Name, Address, Surveyor Name, and more.
Communications — varies by selected view; for example Communication Type, Location Name, Contact Name, and Contact Method.
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:
Contacts — Active, plus any contact detail fields your organization has set up.
Test Reports — Active, Has Discrepancies, My Reports, Reported On After / Before.
Surveys — Active, Has Discrepancies, Reported On After / Before.
Communications — varies by view; for example Sent After on Communications with Errors and Status on Communication Templates. Some views have no filters.
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.
Column Configuration
Click the gear icon to open the column selector. Check or uncheck columns, then click Save to change what's visible in the table.
Each table remembers your choices per user — your Test Reports column setup is independent from your Contacts setup.
📝 The column selector also controls what's included in the CSV export when you export with Only Visible.
CSV Export
Click the download icon (rightmost in the toolbar), choose an Export Columns option, then click Export.
The export reflects your current view:
Only rows that match your current Search and Filters are included.
The columns follow the Export Columns option: All includes every column, including hidden ones, and Only Visible includes only the columns set via the gear icon. Tables with custom detail fields also offer All Standard + Visible Details, which is selected by default there.
The sort order on screen is preserved in the file.
To export the whole table, clear your Search and Filters first, then export with All selected.
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
Pull test reports tested in a date range
Open Test Reports.
Open Filters and set Reported On After and Reported On Before. These filter on the test date (Tested On).
(Optional) Search by Status or Result in the Search panel.
Adjust columns with the gear icon.
Click Export.
Review all surveys waiting on review
Open Surveys.
Open the Search panel and enter Submitted in the Status field.
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 Sent After.
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: Yes. In the export menu that opens from the download icon, choose All under Export Columns to include hidden columns too, or Only Visible for just the columns showing.
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