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Shipment View - Filtering and Table Download
Shipment View - Filtering and Table Download

Navigating the filters for your shipments board to be able to quickly find any relevant information or data sets as they are needed

Nick Michalarias avatar
Written by Nick Michalarias
Updated over 7 months ago
  • The row above the column headers, we have the filtering options for the Shipment Board.

    • We have 6 common filters set at the start for your convenience

  • Each filter is fully searchable for any relevant data that you’ve input into that column.

  • In the example below, you can see the ‘status’ filter chosen. You have the ability to search through any relevant statuses that you want displayed.

  • Once you have selected what you want to view, then the shipment board will show your selections

    • This is not limited to one filter at a time. You can repeat the above steps to filter as many of the columns as you want in order to get as specific of a data set as you desire

  • The preset filters that are available are not the only option. You can add or remove filters as you please.

  • There is a filter option available for every available column that you want to choose.

  • To remove a filter, hover over it with your mouse and choose the x to the right

  • To add a filter, click the yellow ‘+filter’ icon to the right

  • Select any filter that you’d like from the drop down and it will be added onto your bar

  • Once you have the view you want, you can save it for future use. Just click on the save icon to the right, and then name it what you’d like.

    • After that it will be available on the drop down menu to the left

      • There are no limit to the amount of different views you can create and save

  • Another option that we offer is the ability to download the shipment table

  • Once you have the selected columns and filters of what you want to see, you click the ‘download’ icon in the top right next to new shipment

  • This will take what is currently viewing on your shipment table and export it into an excel for you to have

  • Here is an example of what it will look like.

  • You will then have full access to your load information off platform as well

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