How to Search, View and Filter Sites (Desktop)
What: There are multiple options to search for and view your sites which make it easy to get to the information you need.
Who: All Users can search, view, and filter sites.
How to Search for a Site
- 1
- Type a search query for a site into the search bar located on the top of the page.
As you start typing, the results will begin to auto-populate in your search drop down.
- 2
- Select the site you are looking for from the search results to navigate to that site's detail page.
How to View Sites
Users can switch views on the site page between a List View, Grid View, and Map View depending on what the user seeks to see.
Options to view your sites differently helps you see what you are looking for. List View and Map View are very visual. Grid View is great for sorting and filtering your site data for quick export.
Users can change views by clicking on the dropdown selection on the top right of the site list.
List View
List View allows users to see their sites in list order in a card view.
Grid View
Grid View gives the user a tabular report view. Grid View allows a user to rearrange columns as well as to sort and filter to customize your data. Your data can be exported from Grid View using the download icon on the top right-hand side of the toolbar.
Columns can be removed using the column sidebar on the right side of the grid. Deselecting any of the columns removes them from the grid.
Grid View includes an option to save your rearranged/customized view, which will become your default Grid View of sites, until you override this view with another.
Map View
Map View displays your sites geographically. Depending on your zoom level, you may see sites represented in clusters. You may select a cluster to drill in closer to that location.
Map View can be viewed in a default map overview, a satellite overview, and a street view.
How to Filter Sites
You can use your site filters to narrow down your full site list to review specific sites. Filters are useful for quickly identifying sites with specific characteristics among all of your sites. There are two different ways to filter sites:
- Quick Filters: This is a dropdown menu found on the top navigation bar which allows you to quickly filter for Active, Closed, Project, Office, Yard, Sandbox, and No Site.
- All Filters: This is a more detailed list of criteria to filter with and also where you can save your customized search in "My Filters."
Quick Filters
- 1
- Select the dropdown arrow on Quick Filters shown at the top of your site list.
You can also click on "Sandbox" or "No Site" to quickly jump to those lists.
- Sandbox: The Sandbox is a holding place for assets whose trackers have not yet been installed and verified, or are not available to report location. The Sandbox is not a true Site.
- No Site: After a Site is closed or deleted, assets associated with that site will be moved to No Site.
- 2
- Select your Quick Filter.
A warning message will be displayed indicating that applying a quick filter will override any existing filters.
- 3
- Click "Apply" to confirm. This action will apply the Quick Filter to your site list and remove any previous filters.
NOTE:
If there are no sites available that match your selected filters, a "No results found" message will be displayed, prompting you to adjust your filter choices.
All Filters
- 1
- Select the "Show Filters" button on the top navigation bar, or the lined Filters icon on the right side of the site list.
- 2
- Select the items you with to filter with by clicking the check box next to each.
Click the down arrow icons to view the available options within each filter.
Selecting "Clear All" will clear the options you selected for this filter.
- 3
- Select "Apply Filters".
Selecting "Apply Filters" will apply your selected filters to your site list. The number of selected filters will be indicated at the top of your site list.
NOTE:
If there are no sites available that match your selected filters, a "No results found" message will be displayed, prompting you to adjust your filter choices.
My Filters (saving your filters)
You can customize and save a filter as "My Filters" which helps you quickly apply selections you filter for regularly.
- 1
- After selecting your filter choices, select "Save to My Filters" on the filter panel.
- 2
- Enter your filter name and click "Save & Apply".
This saves your filter choice to your "My Filters" list, available at the top of your filter panel.
