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Working With List Views, Filters, Columns, and Regenerating Insights

How to customize your list display, sort and filter data, manage columns, and refresh insight criteria in Paces

Katherine Olecki avatar
Written by Katherine Olecki
Updated over 2 weeks ago

List Views

Users can choose between two list views in Our Sites: Detailed View and Compact View.

Detailed View displays a larger site image and follows Paces’ original list layout. This view is helpful when you want more visual context for each site.

Detailed View

Compact View shows more sites on screen at once in a spreadsheet-style format. Most customers prefer this view because it supports additional tools like filtering, sorting, and regenerating insights.

Compact View


To choose your preferred view, select Display button above any list. From the same drop-down menu, you can also change the order and visibility of columns.


In Compact View, when hovering over a site image, a satellite map preview will appear. Additionally, to view more insights on any cell, simply select the arrow within the insight to show more details. You can also edit ratings or notes directly from the list. To sort by a specific column, click the arrow icon to the right of the column name.

Filters

Filters for all grid capacity information and custom datasets are now accessible from the Add filter menu located above any list.

Filters allow you to specify criteria using greater than, less than, equals, or range values. You can apply multiple filters simultaneously to refine a single list. After filtering, you can easily perform bulk actions—like moving the filtered sites to a different folder or assigning ratings. Additionally, you can now filter sites based on whether they appear (or do not appear) in other folders.

Regenerating Insights

Regenerating insights allows you to change the criteria that power insight columns, then refresh those insights at scale for sites already in a list. Instead of rerunning an entire search, you can update the rules behind values like substation distance, line distance, voltage, or capacity directly from the list.

Regenerating insights does not add or remove sites. It only updates which grid assets are attached to each site based on the criteria you choose.

Why regenerating insights is helpful

Regenerating insights is useful when you want to:

  • Apply consistent rules across a mixed list

    • For example, a list that includes sites from multiple searches, uploads, or map-added sites.

  • Tighten or change criteria without rerunning searches

    • For example, move from “closest possible substation” to “in service substations above 69 kV.”

  • Quickly test different scenarios

    • For example, compare site quality using different voltage or capacity thresholds.

This helps you prioritize the most promising sites using grid signals and custom data that actually match your rules.

How to regenerate insights

You can regenerate insights from any Compact View list in Our Sites.

  1. Open a list in Compact View

    1. Use the Display menu above the list to confirm Compact View is selected.

  2. Identify the insight you want to update

    1. Look for columns like Distribution or Transmission Substations, Three Phase Lines, or other insight columns. It will appear green.

  3. Open the insight criteria

    1. Click the cube icon in the column header or within the insight cell.

    2. A panel will open showing the criteria currently used for that insight, such as voltage range, utility, status, or distance.

  4. Adjust the criteria

    1. Update the filters to match your desired rules. Examples:

      1. Set a minimum voltage threshold.

      2. Limit to a specific utility.

  5. Regenerate insights across the list

    1. Confirm your changes and select the option to regenerate.

    2. Paces will re-match each site in the list to the best fitting asset based on your new criteria and refresh the insight values in that column.

  6. Review and refine

    1. Use filters to focus on sites that meet your updated criteria.

    2. If needed, repeat the process with different criteria to compare scenarios.

Best practices

  • Use regenerating insights after uploading or manually adding sites so they follow the same rules as sites created from Search.

  • Keep criteria consistent across a folder when you are comparing sites for the same project or program.

  • Combine regenerating insights with filters to quickly narrow to your strongest candidates.

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