The Your Locations panel lets you narrow down to specific portfolios, perils, or individual locations and policies. It's the same panel wherever it appears, on the Map, in Location Insights, and in Policy Insights, so a filter you set in one view carries across to the others without needing to be set up again.
Where filtering appears
Open Your Locations from the left sidebar on any event report. The panel shows your Portfolio, Peril, and Assessment selections at the top, with a search bar underneath.
[SCREENSHOT: Your Locations panel showing Portfolio, Peril, and Assessment drop-downs above the search bar, with filter and locate icons alongside]
[SCREENSHOT: Insights Page panel showing active search term, showing separate Policy filters and Location filters chips stacking additively]
Whatever you set here applies wherever you go next, switch from Location Insights to the Map, or from the Map to Policy Insights, and the same filter is still active.
Narrowing by portfolio, peril, and assessment
The three drop-downs at the top of the panel set the broad scope of what you're looking at:
Portfolio. Which of your hosted portfolios to filter against, if you have more than one. The list shows how many locations each portfolio has affected and lets you favourite the ones you use most. See [Choosing and Favouriting Portfolios].
Peril. Which peril dataset you are looking at, for multi-peril events such as hurricanes, this is where you switch between Wind and Flood.
Assessment. The style of the points, either the Exposure Layer or the Claims Layer assessment for each location.
Searching by name or reference
The search bar performs a fuzzy search, so a partial name or reference is enough to find what you're after. Type a policy number, contract ID, insured name, or address, and GEO matches it against both your policy fields and your location fields at once.
The pin icon lets you search by a specific location, and the clipboard icon lets you paste in a list of references (for example, a batch of policy numbers) to filter against several at once, rather than searching them one at a time.
Filters are additive
Each filter you apply stacks on top of the last, rather than replacing it. As you add filters, they're grouped into Policy filters and Location filters, and each one appears as its own removable chip.
For example, searching a policy reference creates a Policy filter chip. Searching an insured name creates a separate Location filter chip alongside it. Using the funnel icon to add a structured filter, such as narrowing to a specific Assessment category, adds a further chip under Location filters. All of them apply together, so you end up looking at, for example, one specific policy, on one specific location, that also carries a specific damage assessment, rather than any one of those three conditions on its own.
[SCREENSHOT: Search bar with an active search term, showing separate Policy filters and Location filters chips stacking additively, including an Claims Layer Assessment filter]
Remove any individual filter by clicking the x on its chip, the rest stay in place.
What clears your filters
Filters set in Your Locations don't persist. They're cleared when you:
Refresh the page
Switch to a different event
Switch portfolio
Switch peril
If you've built up a specific combination of filters you'll want again, for example for a recurring reporting task, it's worth noting the search terms down rather than relying on GEO to remember them between sessions.
FAQ
Do filters apply to the CSV download as well as the on-screen table?
Yes. Downloads from Location Insights and Policy Insights reflect whatever filters are currently active, so filter down first if you only want a subset in your export.
Why did my filters disappear when I switched from Wind to Flood?
Switching Peril clears the active filters, since Wind and Flood use different Damage Factor sets and assessment scales. Re-apply your filter after switching.
Can I filter by more than one Assessment category at once?
Yes, the Assessment filter accepts multiple selections, for example Light Damage and Moderate Damage together, shown as "is one of" in the filter chip.
Is there a limit to how many filters I can stack?
No fixed limit, but each additional filter narrows the result further, so check you haven't filtered down to zero results if a table looks unexpectedly empty.
Related articles
[Choosing and Favouriting Portfolios]
[Location Insights]
[Policy Insights]
[Map Controls]
[Damage Factors]


