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.
Search
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.
Related Articles
- How do I use the Protiv dashboard?
- How do I save and reuse views in Insights?
- Where do I find leaderboards in Protiv?