Filters and Saved Views - User Guide

This guide provides comprehensive information about the Filters and Saved Views feature in the Command Center platform.

Introduction

Filters and Saved Views allow you to customize how you view and track shipments, creating personalized dashboard views that focus on the information most relevant to your needs.

The Filters and Saved Views feature helps you manage large volumes of shipment data efficiently by letting you focus on specific subsets of shipments based on your monitoring priorities. Whether you're tracking high-risk shipments, managing deliveries to a specific location, or monitoring temperature-sensitive products, this feature gives you the flexibility to create tailored views of your supply chain operations.

What are Filters and Saved Views?

Filters let you narrow down the shipments displayed based on specific criteria such as status, location, timing, and more. By combining multiple filters, you can create highly targeted views of your shipment data.

Saved Views allow you to save your filter configurations for future use, making it easy to switch between different perspectives of your shipment data. Views can be shared across your organization, enabling consistent monitoring of specific shipment categories.

User Roles & Permissions

All user roles can access and use the Filters and Saved Views feature:

Feature	Admin	Member	External User
Apply Filters	own view only	own view only	own view only
Create Saved Views	own view only	own view only	own view only
Edit Saved Views	own view only	own view only	own view only
Delete Saved Views	own view only	own view only	own view only
Mark View as Default	own view only	own view only	own view only

Accessing and Using Views

Default System Views

The Command Center includes several pre-configured views:

• Active: Shows all currently active shipments

• Completed: Shows all completed shipments

Creating a New View

To create a customized view of your shipments:

1. Navigate to Live Shipments

2. Click the "New View" button in the tab bar

3. Enter a name for your view (optional: add a description)

4. Select the filters you want to apply:

   • Click the filter icon to open the filter selection menu

   • Choose a filter category (e.g., Tags, Primary State, etc.)

   • Select the filter condition (is, is not, before, after, etc.)

   • Choose or enter the filter value

   • Repeat to add multiple filters

5. Click "Save" to create your view

Managing Saved Views

Once you've created views, you can:

• Access: Click on any view name in the tabs at the top of the screen

• Edit: Click the pencil icon on an existing view to modify its filters

• Duplicate: Use the "Duplicate" option to create a copy of an existing view

• Delete: Remove views you no longer need

• Mark as Default: Set a view to display automatically when you open Live Shipments

Filter Options

The Command Center offers a wide range of filters to help you precisely target the shipments you need to see:

Status and Risk Filters

Filter	Description
Primary State	Filter by shipment stage (created, at-origin, in-transit, at-destination, delivered, completed, cancelled)
Live Risk Status	Focus on shipments by risk level (off-track, at-risk, on-track)
Temperature Status	View shipments with temperature issues (excursion, deviation)
Impact Factors	Filter by specific risk types (delivery, temperature, external events, device, packaging)
Impact Factor Risk Level	Secondary filter for Impact factor to focus by risk levels (off-track, at-risk, on-track)
Delay Status	Focus on timing issues (on-time, delayed, predicted delay)

Date and Timeline Filters

Filter	Description
Shipment Created	Filter by creation date
Shipment Completed	Filter by completion date
Planned Arrival	Filter by planned arrival date
Predicted Arrival	Filter by system-predicted arrival
Actual Arrival	Filter by actual arrival date

Shipment Details and Logistics

Filter	Description
Lane Profile	Filter by specific route profiles
Origin	Filter by starting location
Destination	Filter by delivery location
Carrier	Filter by logistics provider
Transport Mode (MoT)	Filter by transportation type (air, sea, road)
Product	Filter by product type or name
Batch ID	Filter by specific batch identifiers

Device and Monitoring

Filter	Description
Device Provider	Filter by tracking device vendor

Tags

Filter	Description
Tags	Filter by custom tags applied to shipments

Filter Logic Options

Each filter can be applied using various logic operators:

• is/is not: Match or exclude exact values

• is any of / is none of: Match or exclude from a set of values

• contains/does not contain: Search within text fields

• before/after/on: For date-based filters

• include/exclude/include all of / include any of: For tag-based filtering

Working with Multiple Filters

Combining Filters

Filters work together using AND logic - all conditions must be met for a shipment to appear in your view.

Example Filter Combinations:

High-Risk Shipments in Transit

• Primary State is "in-transit"

• LiveRisk Status is "off-track" or "at-risk"

Temperature-Sensitive Deliveries to a Specific Location

• The destination is [specific location]

• Product is any of [temperature-sensitive products]

• Impact Factors is "temperature"

Today's Expected Arrivals

• Planned Arrival is "on" [today's date]

• Primary State is "in-transit"

Saved Shipments

The platform also provides a "Saved Shipments" section where you can:

• Bookmark specific shipments for quick access

• Track up to 10 priority shipments

• Access regardless of what filters are applied

Tips and Best Practices

Effective Filter Use

• Start with broad filters and progressively narrow down

• Name your views descriptively for easy identification

• Create separate views for different aspects of your workflow

View Organization

• Keep the number of views manageable (delete unused views)

• Use consistent naming conventions for related views

• Set your most commonly used view as the default

Performance Consideration

• Very complex filters with multiple conditions may take longer to process

• For faster loading, focus filters on the most essential criteria

Real-world views and filter examples

Need Help?

If you encounter any issues with Filters and Saved Views, please contact your platform administrator or our support team at support@paxafe.com.