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Search & Filters

Step-by-step guide to finding projects quickly using search and advanced filters

Search & Filters

DrillerDB provides search and filtering tools to help you find projects quickly, even when managing hundreds or thousands of jobs.

Quick Start: Find a Project

  1. Go to Projects in sidebar
  2. Type in the search bar
  3. Results appear instantly
  4. Click project to open

Basic Search

What Search Looks For

The search bar searches across multiple fields simultaneously:

FieldExample Search
Project ID"2024-0156"
Customer name"Smith"
Company name"ABC Construction"
Address"123 Main"
City"Green Bay"
Notes"monitoring well"
  1. Navigate to Projects
  2. Click the search bar (or press /)
  3. Type your search term
  4. Results filter instantly as you type
  5. Click a project to open
  6. Press Esc or clear to reset

Search is case-insensitive and matches partial words. Searching "john" finds "Johnson", "John Smith", and "Johanna".

Search Tips

Finding specific projects:

  • Use project ID for exact match
  • Include city name to narrow results
  • Add customer last name

Wildcard searches:

  • "2024-" finds all 2024 projects
  • Just type numbers to find by ID

Status Filters

Quick Status Filtering

Status buttons appear above the project list:

ButtonShows
AllEvery project
ProposalsAwaiting approval
OpenActive drilling jobs
CompletedFinished, ready for billing
ClosedArchived projects

Number badges show count for each status.

Step-by-Step: Filter by Status

  1. Go to Projects
  2. Click desired status button
  3. List filters immediately
  4. Badge highlights selected status
  5. Click All to reset

Combining Search with Status

  1. Select a status filter first
  2. Then type in search bar
  3. Search applies within selected status
  4. Example: Click "Open" then search "Smith"

Advanced Filters

Opening Advanced Filters

  1. Click Filters button (funnel icon)
  2. Filter panel opens
  3. Set your filter criteria
  4. Click Apply
  5. Results update with all filters

Date Range Filters

Filter by project dates:

FilterUse For
Created DateWhen project was entered
Start DateWhen drilling scheduled
Completion DateWhen work finished

Quick date presets:

  • This Week
  • This Month
  • This Quarter
  • This Year
  • Last 30 Days
  • Last 90 Days

Custom range:

  1. Click Custom
  2. Select start date
  3. Select end date
  4. Click Apply

Customer Filters

Filter by customer:

  1. Open Filters panel
  2. Find Customer dropdown
  3. Search or scroll to customer
  4. Select customer name
  5. Apply filter

Use cases:

  • View all projects for one customer
  • Prepare customer-specific reports
  • Review customer project history

Location Filters

Filter by geography:

FilterDescription
CitySpecific city name
StateTwo-letter state code
CountyCounty name
ZIP CodePostal code

Step-by-Step: Location Filter

  1. Open Filters panel
  2. Enter city, state, or ZIP
  3. Multiple location filters combine with AND
  4. Click Apply

Crew and Equipment Filters

Filter by assignment:

  1. Open Filters panel
  2. Find Crew dropdown
  3. Select driller or helper name
  4. Or find Equipment dropdown
  5. Select specific rig or truck
  6. Apply filter

Use cases:

  • Review a driller's assigned projects
  • Track projects using specific equipment
  • Evaluate crew workload

Custom Field Filters

If you've configured custom fields:

  1. Open Filters panel
  2. Scroll to Custom Fields section
  3. Select field to filter
  4. Enter or select value
  5. Apply filter

Sorting Options

Column Sorting

Click any column header to sort:

ColumnSorts By
Project #Project ID (alphanumeric)
CustomerCustomer name (A-Z)
LocationCity name (A-Z)
DateCreated date (newest/oldest)
StatusStatus order
AmountTotal value (high/low)

Changing Sort Direction

  1. Click column header once → Ascending (A-Z, oldest first)
  2. Click same header again → Descending (Z-A, newest first)
  3. Arrow indicator shows direction

Multi-Column Sorting

Primary sort + secondary sort:

  1. First, click primary sort column
  2. Hold Shift and click secondary column
  3. Projects sort by both criteria

Saved Searches

  1. Apply your desired filters
  2. Set search term if needed
  3. Click Save Search button
  4. Name your search (e.g., "Open Jobs - Green Bay")
  5. Click Save

Using Saved Searches

  1. Click Saved Searches dropdown
  2. Select your saved search
  3. Filters and search apply instantly
  4. Modify and re-save if needed

Managing Saved Searches

  1. Click Saved Searches dropdown
  2. Click Manage (gear icon)
  3. Rename, delete, or reorder searches
  4. Click Done

Saved searches are personal. Each user creates and manages their own saved searches.

Exporting Filtered Results

Export to Excel

  1. Apply desired filters
  2. Click Export button
  3. Select Excel (.xlsx)
  4. Choose columns to include
  5. Click Download

Export to CSV

  1. Apply desired filters
  2. Click Export button
  3. Select CSV
  4. File downloads immediately

Export to PDF

  1. Apply desired filters
  2. Click Export button
  3. Select PDF Report
  4. Choose report format
  5. Click Generate

Keyboard Shortcuts

ShortcutAction
/Focus search bar
EscClear search, close filters
EnterOpen first result
↑ ↓Navigate results
Ctrl/Cmd + FOpen advanced filters

Troubleshooting

Search not finding results?

  • Check spelling
  • Try partial name or ID
  • Clear other filters that might exclude
  • Check status filter isn't limiting results

Filters not applying?

  • Click Apply after setting filters
  • Check for conflicting filters
  • Try clearing all filters and re-applying

Saved search not working?

  • Filter criteria may have changed
  • Referenced customer/crew may be deleted
  • Try recreating the search

Export has missing data?

  • Check column selection in export
  • Some fields may be role-restricted
  • Contact admin for full export access

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