> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering data

> Narrow records and map layers with explicit, reusable criteria

# Filter the current working set

Filters are available in record lists, saved views, and map layers. Use the surface that matches the task: record filters for ongoing workflow and map filters for spatial exploration.

## Filter records

1. Open a record type at workspace, team, or project scope.
2. Add one or more field conditions from the filter bar.
3. Configure columns, sorting, grouping, or board layout.
4. Choose **Save** if the configuration should become a reusable view.

Multiple conditions narrow the working set. Available fields and operators depend on the selected record type and property definition.

## Filter map data

Open or add a dataset layer, then configure its property conditions and display. A research agent may also create filters and checkpoints as artifacts when the request requires a specific result set.

## Ask for the intended result

In the research chat, describe the business condition rather than guessing field names:

```text theme={null}
From this checkpoint, keep parcels between 5 and 20 acres with private owners.
Create a separate table for records whose ownership cannot be classified.
```

Ask Ploti to preserve unknown values rather than silently excluding them when missing data could affect the conclusion.

## Filters versus checkpoints

* A **filter** is a live definition applied to data.
* A **checkpoint** is a durable result set created at a point in the research.
* A **saved record view** combines record filters with display settings for repeated team work.

## Export the right thing

Export the artifact when you need the exact research result. Export a record view when you need the current tracked workflow state.