Access: City Regulators

Overview: Creating, saving and accessing repeated searches.

Topics:

This example is a search in the Establishment section, however you can save and repeat filters from all sections of your SwiftComply account.
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First, conduct the search you want to save. In this case, we're searching for establishments that are currently Overdue or Non Compliant.
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Once you've added your desired filters, hit Apply, and a list generates based on the filters. To save this search, navigate to Actions and select Save Filter, or click the funnel icon to open the filter menu again, and click the save icon.

Name the filter. Saved filters are saved for each user and are not saved across the system, which means other City Users will not see the filters you have saved. In this case we are naming the filter "Non Compliant/Overdue".

Once you've clicked Save, you can finish any actions you need with the list you have generated and exit the search area.

In the future when you would like to access your filter again, first navigate back to the tab where you created the filter. In this case, we're going back to the Establishments tab.

Click the funnel icon to open the filter menu.

Scroll down and click Add Custom Filter and select the first option, Saved Filters.

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Select the filter you want to use from the list by clicking Select.

Click the funnel icon to open the filter menu and click Apply. The filter will generate a list based on the saved search you created.