How to Create & Share Filtered Views of Your Inventory

Want to make your inventory a bit more manageable to view in the platform? Try applying filters! This article will walk you through the process.

It can be a bit overwhelming to view your entire service line inventory all at once, especially if you have a large number of assets. The old proverb says when you are tackling a large project, to "eat the elephant one bite at a time". You can create those manageable bites by applying filters to your inventory and creating saved views. This will allow you to see exactly what you'd like to focus on, such as all unknowns, only lead lines, viewing only customer owned unknowns, and so on.  

The platform has a few pre-built views for you to use already:

Screenshot 2024-02-13 at 9.08.33 AM

Clicking any of these options will automatically apply filters to your inventory to see all leads, unknowns, GRRs, etc. However, if you want to get more detailed views, you're able to create your own.

Below is a short video and step-by-step guide on how to create and share filtered views. 

 

If you'd prefer a step-by-step guide, click "Get Started" to below. If you'd like to expand the guide and open it in another browser tab, click the Screenshot 2024-01-25 at 6.58.38 AM icon beneath the "Get Started" button. 

 

 

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Some examples of views you might want to create and save:

  • Customer-Owned Lead Service Lines
  • Customer-Owned Unknown Service Lines to assist with creating a list that you might want to target with residential surveys 
  • LCRR Tier sites to determine sampling needs and requirements
  • If you are in a larger municipality with multiple zip codes, filter by a certain zip code to hone in on a particular geographic location.