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J. J. Keller Support Center

Advanced Filters

When viewing your employee/driver roster, all are shown by default.  These results can be filtered selecting Advanced Filters.

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The Search bar can be used to filter the results by a specific word/phrase.  Otherwise, use the drop-downs to filter by a particular column.  Add additional conditions by clicking + add another and an additional line will populate.  If you wish for terminated drivers to be added, select the box for Include Terminated Drivers.

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Click Apply to view the filtered results.  The filtered view can be saved by selecting Save My Filters for quick viewing at a later time.

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When saving the custom view, the user will be prompted to give the view a name, and select the option as to whether or not the view should be made to other Encompass users.  Select Save.

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Once saved, the view will be saved as a tab at the top of the viewed roster.

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