List Views and Filters

Learn how to navigate list views, apply filters, search for records, and export data across PEARS modules.

Every reporting module in PEARS uses a list view to display records. List views provide filtering, searching, and exporting tools to help you find and manage your data.

Page Layout

When you open a module, the page displays:

• Module title and description at the top of the page

• Filter controls for narrowing the displayed records

• Search bar for keyword-based record lookup

• Record list showing matching records

• Add button for creating new records

• Export button for downloading data

Screenshot: A module list view page showing all layout elements — module title at top, filter dropdowns, search bar, record list table, and Add/Export buttons

Filters

Default Filters

By default, list views show records from the current reporting year that were created by you. You can adjust these filters to see other records you have permission to access.

Applying Filters

• Click a filter dropdown to view available options.

• Select one or more options within each filter. Filters update the list in real time.

• Click the More button to access additional filter options.

• Filters show records matching any selected option within a filter category.

Screenshot: Filter controls showing open dropdown menus with selectable options and the More button for additional filters

Clearing Filters

• Click the x next to any active filter to remove it.

• Click Reset to return all filters to their default settings.

Screenshot: Active filter tags with x buttons for removal and the Reset button to clear all filters

TIP: Records remain in the system even when they are not visible in your current view. Adjusting filters does not delete or modify any records.

Search

Use the search bar to find records by keyword. The search respects your current filter settings, so only records matching both the filters and the search term are displayed.

TIP: Your search text is preserved when you navigate away from a list view and return. This means you do not need to re-enter your search term each time you open the module.

Adding Records

Click the Add button to create a new record. This opens a blank form for the selected module.

Exporting Data

Click the Export button to download an Excel spreadsheet containing all records that match your current filter and search criteria.

TIP: Apply filters before exporting to control which records are included in the download.

Access Permissions

The records visible in your list view depend on your user permissions. You may see records where you are a collaborator, records within your supervisory scope, records in your program areas, or all records if you are a data manager.