Use the planning search tool to find applications that mention specific keywords within documentation rather than only in the main proposal description. This guide also covers reviewing results on the map, saving the search as a preset, reloading it later, and exporting the results to CSV.
1. Set up a targeted search area 0:30
Open the search tool and choose a custom drawing or region/postcode search method.
For this example, select the Northwest area.
Refine the search area further if needed to narrow the results.
2. Apply property value and keyword filters 0:53
Scroll to the property value filter.
Set the minimum property value to nothing under 400,000.
Do not use the application keyword field for this search.
Instead, use the documentation keywords field.
Enter relevant terms such as:
solar
photovoltaic
3. Narrow the search by timeline and status 1:08
Set the date range to the last 30 days.
Keep decisions open if you want to include all current applications.
Hide the search shape if needed, then zoom in to review the map more clearly.
4. Review applications on the map 1:36
Switch to the map view to inspect the results visually.
Click on any dot to open the corresponding application.
Each dot represents a specific application.
Open the application details and scroll through the record to locate the documentation section.
5. Confirm keyword matches in the documentation 1:56
Check whether the keyword appears in the documentation tab.
Open the relevant document.
Use keyboard search shortcuts:
Command + F on Mac
Control + F on Windows
Search for the keyword (for example, solar) to confirm where it appears in the document.
Verify whether the keyword is mentioned in the proposal or documentation before proceeding.
6. Use the results tab as an alternate review method 2:36
If preferred, review the search through the results tab instead of the map.
Hover over each application in the results list to see where it is located on the map.
Use this view to quickly compare applications without opening each map marker individually.
7. Save the search as a preset 2:51
Return to the filters screen.
Select Save Preset.
Save the search under a clear name, such as Solar.
Use this when you want to reuse the same search criteria later.
8. Reload the saved preset after logging back in 3:03
Log out and log back in when needed.
In the top-right corner, select Load a Preset.
Choose the saved preset (for example, Solar).
Confirm the filters and results load correctly before continuing.
9. Export the results to CSV 3:19
Export the search results as a CSV file.
Open the file in a spreadsheet application for further analysis.
Use the export to access planning details and, where available, agent details.
Ensure you are searching the documentation keywords field when the goal is to find mentions outside the main proposal description.
Be careful not to confuse the application keywords filter with the documentation keyword search.
Confirm the keyword match in the document before treating an application as relevant.
If using a saved preset, verify the filters still match your intended search criteria after reloading.
Exported CSV data may include sensitive planning and agent information; handle it according to your organizationās data policies.
Use a small set of highly relevant keywords first, then expand if needed.
Save common searches as presets to avoid rebuilding filters each time.
Use the map for quick visual scanning and the results tab for faster list-based review.
Keyboard shortcuts like Command + F / Control + F speed up document review.
Narrowing by area, property value, and date range helps reduce irrelevant results and saves time.
