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How do I use search and filters in Protiv?

Find what you need fast across jobs, ProPays, workers, and bonuses.

Purpose

Protiv has a lot of data. Knowing how to filter and search saves hours per week.

When To Use This

Use this when:

  • You're looking for a specific job, worker, or ProPay
  • You want to narrow down a long list
  • You're prepping a report or reviewing a specific scope

Where Filters Live

Most pages have a filter bar at the top:

  • Dashboard
  • Jobs
  • ProPays
  • People
  • Bonuses (line items + statements)
  • Reports
  • Insights

Common Filters

Saved Views

For filter combos you use often, save them as views.

Click the views menu → Save View → name it. Reuse anytime.

Most lists have a search field. Type to filter live.

Search works on:

  • Job names
  • Worker names
  • Property names
  • ProPay codes (PP-1234, PPC-5678, etc.)

Common Mistakes & How To Fix Them

  • "My filter is too narrow and shows nothing" Reset filters. Start over.

  • "I can't find a record I know exists" Try multiple filter variations. Sometimes the record is in a status you've filtered out.

  • How do I use the Protiv dashboard?
  • How do I save and reuse views in Insights?
  • Where do I find leaderboards in Protiv?