The Unit Filter Bar

The Unit Filter Bar is the toolbar at the top of the List of All Units page that lets you narrow down a long list of units into the exact subset you need.

It combines a search field, grouped filters, and saved preferences so you can answer everyday questions like "which 10×10 units are vacant?" or "which tenants are past due this month?" without leaving the page.

It is built for facility staff who manage day-to-day operations and need fast, repeatable views of unit data.

Before you begin narrowing down the unit list, it helps to understand a few behaviors that shape how the Unit Filter Bar responds to your actions.

The Unit Filter Bar is responsive, so the number of visible filters depends on the size of your screen. The layout may differ across different devices, such as a desktop, laptop, or tablet.

Filters that do not fit on the row move into the More Filters panel and remain fully usable from there. In other words, filters that are not visible on small and medium screens are pushed into the More Filters panel.

When you select a value in a filter, the Unit Filter Bar turns the filter name blue. The blue label signals at a glance that the filter is narrowing the list, even when the dropdown is closed.

Scan the Unit Filter Bar for blue names to see which filters are active without opening each one.

When you set values in more than one filter, the Unit Filter Bar combines them so that a unit must match every filter value to appear in the list.

Inside a single filter, you can check one or multiple values. If you check one value, the List All Units shows only units that match that value. However, checking multiple values does the opposite: units that fit any of the checked values.

For example, checking Status = Vacant and Status = Occupied returns all units that are either vacant or occupied.

Checking both Yes and No on the same filter returns every unit, because both values match. For example, Damaged = Yes and Damaged = No together return damaged and non-damaged units, which is the full list.

This section describes each filter component from left to right, starting with the Unit Search and ending with the Reset Filter icon.

The Unit Filter Bar holds the following entities:

The Search Field on the far left of the Unit Filter Bar accepts Unit Number values only. Therefore, you cannot search by Tenant, Unit Group, Street Rate, or any criteria.

For example, searching for "a11" returns every unit whose number begins with "a11" (for example, A11, A111, A112, and so on).

For example, typing "Alicia Tyler" into the Search Field returns no results, even when a tenant named Alicia Tyler occupies unit #A11.

The filters on the Unit Filter Bar are grouped into three logical categories:

Recognizing these categories makes the Unit Filter Bar easier to scan and easier to use.

The Unit Information & Attributes filters describe the physical unit itself - its size, shape, location within a building, and equipment. These filters are most useful when a prospect or tenant has specific requirements, and staff need to find every unit that matches.

For example, when a Prospect asks for a 11×30 parking unit, you can set Dimension to 11×30 and Category to Parking.

The Unit Status filters describe the operational state of a unit at the moment you select their values. These filters help you find units that need attention or units you can act on right now.

For example, if you want to get the current list of delinquent tenants, set Status = Occupied and Delinquent = Yes. The list returns every occupied unit with a past-due tenant.

To prioritize maintenance work, set Damaged = Yes and Status = Vacant to surface damaged units you can repair and re-rent immediately.

The Lease Details filters target financial and timing data tied to the lease on the unit. These filters open as small popups with date or amount ranges.

For instance, to welcome recent tenants, set the Move-In Date to a range covering the past 30 days; the list returns every tenant who moved in during that time range for follow-up calls or welcome emails.

The More Filters dropdown sits on the right side of the Unit Filter Bar and opens a panel of additional attribute filters. It is not a separate filter - it is part of the Unit Filter Bar, which means any filter that does not fit on the Unit Filter Bar (small and medium screens) appears here instead.

On larger screens, such as a desktop or laptop, the panel typically holds filters like Width, Length, Height, Climate Controlled, Floor, Locality, Door Type, and the Other group.

For example, if you set Status = Vacant on the visible Unit Filter Bar and then open the panel to set Climate Controlled = Cooled, clicking Apply narrows the list to units that are both vacant and cooled. The panel does not replace the visible selection - it adds to it.

The down-arrow icon to the right of More Filters lets you download the current filtered list as a file. It is not a generic export - it captures exactly what the unit list shows on screen, so any filters you have set carry into the file.

Clicking the download icon opens a small menu with three options. Explore the options in the table below.

Each downloaded file includes the same columns: Unit, Status, Tenant, Category, Unit Group, Class, Available for Rental Online, Available for Reservation Online, Street Rate, In Place Rate, and PTD. The PDF additionally shows the generation date and time at the top.

For example, to identify covered units that are in service but not currently available to rent, open the More Filters panel and set Covered = Yes, set Rentable = No. The list narrows to active, covered, non-rentable units - typically a small set worth investigating. Download the list as a PDF to share the findings with the operations team.

The gear icon to the left of the X opens the Filter & Sort Preferences menu with two options: Save and Reset. Click Save to store the current filter combination. A small green check mark appears on the gear icon immediately after saving, which is the visual confirmation that an active filter set is stored.

Saved filter preferences are stored per user - other staff members at the same facility do not see your saved combination.

Every value you select stays selected for the duration of the session, even without saving, but a saved preference is what carries the filter combination across sessions.

To return the Unit Filter Bar to its default state, you have two options:

The X action is a quick clear that lasts until you leave the page. The Reset action inside the gear menu is the full undo - it removes both the current selection and any saved combination, returning the List of All Units to its default view.

No. The Unit Search on the Unit Filter Bar accepts Unit Number values only.

Filters stay applied for the duration of the session. To preserve a filter combination across sessions, open the gear icon menu and click Save. A green check mark on the gear icon confirms the saved preference is active. Saved preferences are stored per user.

The most common reason is an active saved filter. Open the gear icon menu and click Reset to clear the preference and return the List of All Units to its complete state.

Yes. Once you click Apply in the More Filters panel, those values join the visible filters, and a unit must match every active filter to appear in the list.

Yes. The Unit Group filter is a checkbox list, so you can select several Unit Groups. The list returns every unit assigned to any of the selected groups.

Three formats are supported: CSV, XLSX, and PDF. Each file contains exactly the unit set shown on screen after your filters are applied.