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How do I filter/search records in the Data Viewer?

Narrow down large lists by using column search or filters to display only the records that meet your criteria.

Use the tools in the Data Viewer to quickly find what you’re looking for. You can search directly within a column or use advanced filters to isolate specific records. Filters help you find the record you need quickly, or turn long lists into focused views you can save and reuse.

Use Type-to-Search

To quickly find a specific record—such as a permit number or name—type into the search bar located directly above the column header. The view will automatically filter to show matching results. You can do this in any column displayed in your current view. Each column’s search also includes advanced filter options (e.g., Contains, Starts with, Equals, Does not equal), which you can use to fine-tune your results.

  1. Make sure the column you want is visible by clicking Fields and enabling it.

  2. Click in the input box at the top of the column.

  3. Type part or all of the information you are looking for.

  4. The list will automatically update to show matching results.

  5. To clear the filter, click the blue funnel icon or delete the text in the box.

✅ Pro Tip: You can filter across multiple columns at once. For example, search for a specific address and status to show only pending permits for that location.

Use the Filters Button on the Toolbar

To build a more advanced filter:

  1. Click the Filters button in the toolbar with the funnel icon.



  2. Click + Add Filter.


  3. Select a field from the list (e.g., Status). (If you don’t see the field, you’ll need to first add it to your view using the Fields button.)



  4. Choose a filter type, called an operator (e.g., Equals, Does Not Equal, Contains). The list of available operators will change depending on the field type: 

    • For text fields, you’ll see options like Contains or Starts With.

    • For date fields, you’ll see time-specific operators like Is Today, Is Within, or Is Before.

  5. Select a value or enter the criteria you want in the box.


  6. Add additional filters if needed—each one will narrow your results further.
  7. Once filters are added, the number of active filters will appear next to the Filters button.

Save filtered views

Once you’ve applied filters, you can save the setup for future use:

  • Save will overwrite the current view.

  • Save As lets you create a brand new view (e.g., “New DPW Concerns”).

You’ll be able to access saved views from the module sidebar or even pin them to your dashboard as tiles.

Related search terms: filter records, search records, column search, filter by field, search permit number, department filter, status filter, advanced filter, save filtered view, dashboard view tiles