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Add a Custom Filter

Warning

Information added to CSV must match thr trip Information you are searching for. If something doesn't match, the trip will not be found. Example below:

1. Open the Custom Filter​

  • To add a new filter select the custom filter dropdown icon or text.
  • A list will appear, select the Add located at the bottom right corner of the window.
  • An upload dialog will appear.

Blank Filter

2. Upload CSV​

  • Before adding a file the user must first ensure it is in the correct format.

Accepted Files​

  • Only CSV's will be accepted.

  • If you do not already have a CSV template you can download the template from the dialog by selecting the click here at the bottom.

CSV Template

Excel

How to Upload the CSV​

There are two different ways to add a file.

  1. Select the Browse Files button to open your file explorer directly from the window.
  1. Drag the CSV file over the dialog and drop.

Drag and Drop

3. Name the Filter​

By default the filter will be named after the file name.

  • If you would like to change the name, select the text, erase the previous text, and add your preferred name.

4. Submit​

After naming the filter, select the Submit button located at the bottom right corner of the window.

info

Trips will automatically filter by the added filter.