Who doesn't love a new feature on a Tuesday morning?!
1. Saving Search Filters
This feature is for quickly repeating searches that you often make in your SwiftComply database. The example I'll be showing here is searches from the Establishment section of your database, however you can save and repeat filters from the Establishment, Grease Control Device, Contact, Provider, Inspection and Enforcement sections of your SwiftComply profile.
Create the Filter you Want to Save
To begin creating and saving custom search filters first conduct the search you want to save like normal. 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 not saved across the system, but only user by user, meaning 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 have saved the filter you can finish any actions you need with the table you have created 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.
2. Sending Reports
Now reports are easier than ever to send to the users within your system.
Just generate a report or list from either a saved filter or a series of one time filters (In this case we're using a search we created in the Establishments section but reports can be sent from the Establishment, Grease Control Device, Contact, Provider, Inspection and Enforcement sections of your SwiftComply profile).
Reports are sent as CSV files.
Once you have the list generated just navigate to Actions and Send Report
Click the Configure Report button when it pops up and you will be prompted to create a Subject Line for your report. You can then select the Report Fields you would like included in your table. Finally select the users you would like to send the CSV to. You can select any user that is currently a user in your SwiftComply system, including yourself.
Like the New Features? Have questions? Suggestions? Let us know! Leave comments or make posts in the community area! We'll get back to you right away!
Please sign in to leave a comment.