Access: City Regulators
Overview: Creating, saving and accessing repeated searches.
Creating the Filter you Want to Save
This example is a search in the Establishment section, however you can save and repeat filters from the Establishment, Grease Control Device, Contact, Provider, Inspection and Enforcement sections of your SwiftComply profile.
First, conduct the search you want to save. In this case, I'm search for establishments that are currently Overdue or Non Compliant within the current year.
Once I've added my filters and hit Apply, my list generates based on the filters. In order to save this search I'm going to navigate to Actions and select Save Filter.
The system will ask you to name the filter. Saved filters are saved for each user and are not saved across the system. This means other City Users will not see the filters you have saved. In this case we are naming the filter "Non Compliant-Overdue (This Year)".
Once you've clicked Save, you can finish any actions you need with the list you have generated and exit the search area.
Accessing a Saved Filter
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.
Select Add Custom Filter and select the first option, Saved Filters.
Select the filter you want to use from the list. In this case we're selecting the one we just created - "Non Compliant-Overdue (This Year)"
Once you have selected your filter, click Apply and the filter will generate a list based on the saved search you created.