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Searching and Filtering Pages in Blocks
Searching and Filtering Pages in Blocks

How to filter and search for canvassers, locations and shifts

Ashley Harris avatar
Written by Ashley Harris
Updated over 3 years ago

In each of our tables in Blocks (reporting, shifts, canvassers and locations), you can search by the first column in the table.

For canvassers, you can search by canvasser first or full name.

For locations, you can search by location name.

For shifts, you can search by packet file name.

Under the search bars, you will see a button for 'Filter.'

Here, you can hide or show any of the columns, and you can also add filter rules. This is similar to searching a table.

For example, to find a location in a specific town, you can add a filter on the 'Address' column in the locations page.

To see shifts in a particular status on your Shifts page, you can add a filter based on shift status.

You can also add multiple filters by again clicking the purple Add Rule button to find shifts both ready_for_delivery and collected in a particular date range.

You can save any of these filters that you create by clicking 'Save' in the filter section. Or you can clear all filters to see all the data in any of these pages by clicking 'Clear All.'

When you click 'Save', you will see a pop up asking you to name your filter.

Once you save it, you will be able to quick reference it in your saved filters drop-down.

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