The search grid in Valcre Online allows users to locate and filter data across multiple tabs efficiently. By default, the search grid displays the top 100 matches based on the search parameters entered. Users can refine their results using various filters and criteria, with the system retaining their preferred column and filter settings across sessions.

• Note: Each user configures their view, meaning displayed results will vary based on individual preferences.

Prerequisites 

1. Subscription Tier: Advanced, Professional, Enterprise

Table of Contents

• Video Guide
• How to Guide
  • Running Searches from within Valcre Online
    • Available Search Tabs
      • Using the Map to define the search radius
        • Configure Map view
        • Adjust Map size
    • Customizing your Search Grid Display 
      • Pinning Columns 
      • Reordering Columns
      • Resizing Columns
      • Choosing Displayed Columns
      • Filtering Data
      • Sorting Data 
      • Resetting the Search Grid
    • Exporting and Migrating Search Grid Data 
      • Preparing a List for Export
      • Copying Data into Excel 

Video Guide

This pre-recorded webinar will walk you through using the Search Grid. Below, you will find the step-by-step directions. 

Please note that the platform has been updated since the formation of this video, the process and steps  is the same, however it may look slightly different.

 

How to Guide

Running searches from within Valcre Online

Available Search Tabs

The search grid is accessible within the following tabs:

• Jobs

• Contacts

• Sets

• Properties

• Sales

• Leases

• Surveys

• Expenses

Adjust your Search Grid Experience

NEW update to your Valcre Online experience:  Adjust your search grid view between Compact and Comfortable to suit your preferred workflow. 

1. Select your profile drop-down and select View Options.
2. Select either:
   • Compact View – Maximizes the data displayed on your screen.
   • Comfortable View – Provides a more spacious layout for improved readability.

3. Your selection is saved automatically. 

💡Pro Tip: These views apply not only to search grids but also to the way information is presented inside each tab.

Best Practices:

• Use Compact View for high-volume data analysis.
• Use Comfortable View for detailed reviews.

Using the Map to Define the Search Radius

The map feature allows users to refine searches within a specified radius. Search results automatically update based on the defined area.

Configure your Map View

Add a Search Radius: Select the shape tool to outline your desired search radius. Draw the outline directly on the map. (NEW: No need to select search—Valcre Online updates results automatically.)
Toggle Map Views: Switch between Satellite and Map views. Use the Person option to view the area from a first-person perspective.

Change your Map size

Full-Screen Mode
Half-Screen Mode
Zoom Controls: Use the + and - buttons to zoom in and out. Alternatively, use ctrl + your scroll pad or mouse wheel to zoom in/out

 

Customizing Your Search Grid Display

Pinning Columns

Pin specific columns to keep them visible while scrolling.

1. Right-click on a column.
2. Select Pin Column.
3. Choose Pin Left, Pin Right, or No Pin (to unpin).

 

Reordering Columns

• Select the top of a column, then drag and drop it to a new position.

Resizing Columns

• Manually Resize: Drag the column border to adjust width.

• Auto size Columns:
  • Select the three-line menu at the top of a column.
  • Choose Auto size This Column or Auto size All Columns.
  • Reset columns to default sizing if needed.

Choosing Displayed Columns

1. 1. Select the grid box at the top of the search grid.
   2. Check or uncheck columns to show or hide them from view.

   

Filtering Data

1. Select the three-line menu (Hamburger Menu) at the top of a column.
2. Use the Donner Menu to apply filters based on column values.

Sorting Data

1. • Order columns in ascending or descending order by selecting the column header.

   

Resetting the Search Grid

1. To restore the search grid to default settings:

   1. Right-click on the grid.
   2. Select Reset View.

   

Exporting and Migrating Data

Preparing a List for Export

1. Refine the List:
   • Deselect any unwanted items by unchecking them.
   • Use the Hide Unselected Items button to clean up the view.

2. Export Data:

• Right-click on the grid.
• Select Export to CSV.

Copying Data into Excel

1. Highlight the preferred data range.
2. Right-click and select Copy or Copy with Headers.
3. Paste directly into an Excel spreadsheet.

Continue Learning about Valcre Online with our next suggested guide: Creating Sale Comparables.

 

Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!