Introduction

This article describes the sorting and filtering functionality of the shipment list in Logivity Connect service. This functionality makes it easier for you to find the shipments that are relevant for your search criteria.

Please note that filters and filter templates applied in Connect will not transfer to Loadboard view due to the differences in the column filtering options. 

If your organization is registered with both Shipper and Carrier roles, filters that you apply and save as templates are only applicable to the respective views they are created in.

Prerequisites

Sorting and filtering functionality is available to organizations registered as "shipper", "carrier", or both roles.

Instructions

Video Instructions

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1. Sorting the shipment list

Log in to your Logivity Connect account. In the "Shipments" page you will see a list of all shipments. You can sort your shipment list view using the "up" and "down" arrows next to the column titles. Sorting can be done by:

• Shipment creation date
• Pick-up location
• Pick-up slot
• Delivery location
• Delivery slot
• Carrier

2. Filtering the shipment list

Log in to your Logivity Connect account. In the shipment list view you will see filtering options available under each column title. 

When you click on the filter that you would like to use, data entry field will pop up. Data entry is done in the following formats:

• Creation date - date picker, you can select date from, date to, or set a date range you wish to filter on
• Pick-up location - address/part of the address entry & country picker. You can enter partial or full location address and/or select one or multiple countries to filter on.
• Pick-up - date picker, you can select date from, date to, or set a date range you wish to filter on
• Delivery location - address/part of the address entry & country picker. You can enter partial or full location address and/or select one or multiple countries to filter on.
• Delivery - date picker, you can select date from, date to, or set a date range you wish to filter on
• Cargo details - drop-down selection
• Carrier - filter by carrier name (Shipper view) or filter by carrier reference number and equipment number (Carrier view)
• Status - drop-down selection that allows you to filter by shipment status or by specific user(s) assigned to shipments.

To clear your filters, click "Clear" in the top right hand corner of the shipment list

3. Saving your filters

You can also save your filter selection. To do that, once you have set your filter values, click "save" button in the top right corner of the shipment list. Give your filter a descriptive name that will help you identify it in the saved filters list.

If at a later point in time you require to change your saved filter values, you can update them by first setting relevant filters in your shipment list. Then click on "Save", choose "Save as existing filter" and select the saved filter that you would like to update. This will update your saved filter settings.

You will find your saved filters in the top right corner of the shipment list. You can apply or delete your saved filters from here.

4. Export your list with filters on

You can export your shipment list with filters on. Apply your desired filters or a filter template (1). Select all shipments or individual shipments from the filtered list that you wish to export (2). Choose the export format: PDF/Excel (3). You will notice that an option to export all shipments displayed in your list is always available on the right (3).

5. Searching the shipment list

You also have a possibility to search for a specific Shipment ID in your shipment list. You will find the search box in the top-right corner of your shipment list. Enter the Shipment ID you would like to search for and click search or hit enter.

To clear your search results simply click on the "Clear" button to the right of column filters, or click clear button in the search box.