Viewing and Filtering Events
The events list is your central hub for viewing and managing all your events. From here you can filter by status, search for specific events, sort by any column, and quickly jump into any event's details.
Getting There
Click Events in the main sidebar navigation. This opens the events list showing all events you have access to.
Overview
The events list displays your events in a sortable table with status tabs along the top. Each row shows key details about an event, and clicking an event's name takes you to its event dashboard.
Status Tabs
Along the top of the events list, you'll see tabs that group events by their position in the pipeline:
- All — Every event you have access to
- New — Recently created events that haven't progressed yet
- Leads — Events in a lead or prospect stage
- Contracted — Confirmed or contracted events
- Closed — Completed events
- Lost — Events that didn't proceed
Click a tab to quickly narrow the list to that stage. The tabs correspond to your configured event statuses — each status is assigned to one of these categories.
Note: By default, lost events are hidden from the All tab. To see them, switch to the Lost tab or adjust the filter. Your administrator can change this behaviour in Settings > Events.
Table Columns
The events list shows several columns of information. Some columns are always visible, while others can be enabled or disabled by your administrator in Settings > Events.
Standard columns:| Column | Description |
|---|---|
| Code | The event's unique code or reference number |
| Account | The client account associated with the event |
| Name | The event name (click to open the event) |
| Created | When the event was created |
| Date | The primary event date |
| Updated | When the event was last modified |
| Status | The current status, shown as a coloured badge |
| Column | Description |
|---|---|
| Primary Contact | The main contact for the event |
| Est. Contracted Date | The estimated date the event will be confirmed |
| Guests | Number of guests |
| Manager | The assigned event manager(s) |
| Salesperson | The assigned salesperson(s) |
| Team | Which team the event belongs to |
| Venue | The event venue |
| Margin | Profit margin percentage |
| Client Budget | The client's stated budget |
| Column | Description |
|---|---|
| Pipeline | Weighted value based on status probability |
| Pipeline Profit | Weighted profit based on status probability |
| Reported Price | The confirmed total price |
| Reported Profit | The confirmed profit |
| Total Cost | The total cost of all line items |
| Reported Revenue | The total revenue figure |
Any custom attributes you've set up for events can also appear as additional columns.
Sorting
Click any column header to sort the list by that column. Click again to reverse the sort direction. The default sort order is configurable by your administrator.
Filtering Events
The filter bar at the top of the events list lets you narrow down which events are displayed.
Primary Filters
These are always visible above the event list:
- Status — Select one or more statuses to filter by
- Manager — Filter by assigned manager
- Salesperson — Filter by assigned salesperson
- Search — Free-text search across event names, codes, account names, venue names, venue postcodes, venue cities, and quote numbers
Extended Filters
Click More Filters to reveal additional filtering options:
- Team — Filter by team (includes options for "All teams" and "No team")
- Account — Filter by a specific client account
- Referral Account — Filter by referral source account
- Event Date — Filter by event date range
- Contracted Date — Filter by when the event was contracted
- Est. Contracted Date — Filter by estimated contracted date range
- Created Date — Filter by when the event was created
- Event Type — Filter by event type (e.g., Corporate, Wedding)
- Reporting Period — Filter by defined reporting periods
- Tag — Filter by tag
- Source — Filter by lead source
- Resources — Filter by allocated resources
- Venue — Filter by venue
- Event Industry Type — Filter by the event's industry classification
- Client Industry Type — Filter by the client account's industry type
- Reported Price — Filter by a minimum and/or maximum price
- Reported Profit — Filter by a minimum and/or maximum profit
- Price Per Guest — Filter by price per guest range
- Guests — Filter by guest count range
Any custom attributes on your events also appear as additional filter options.
Tip: Filters are remembered in your session, so if you navigate away and come back, your filters will still be active. Clear them by resetting the filter bar.
Exporting Events
You can export your event data for use in spreadsheets or other tools.
- Apply any filters you want (the export includes only the filtered results).
- Click Export Events.
- Choose which columns to include and your preferred format (XLS or CSV).
- Click Export to download the file.
There's also an Export Event Contacts option that exports the contact details associated with the filtered events.
Note: Exporting requires the Export data or Export events permission.
Tips & Best Practices
Tip: Use the Search field for quick lookups — it searches across event names, codes, account names, venue names, and even quote numbers, so you can find what you need without setting up filters.
Tip: If you work with a specific team, use the Team filter to focus the list on your team's events. If your administrator has enabled team restrictions, you may only see your team's events by default.
Tip: Combine the status tabs with additional filters for powerful views — for example, click the Leads tab and then filter by a date range to see all leads for next quarter.
Frequently Asked Questions
Q: Why can't I see some events?Your visibility depends on your permissions and team settings. If your account is set to "restricted", you'll only see events where you're assigned as a manager or salesperson. If team restrictions are enabled, you'll only see events belonging to your team(s) unless you have the View other teams permission.
Q: Why are lost events missing from the list?By default, lost events are hidden from the All tab. Switch to the Lost tab to see them, or ask your administrator to enable the "Show lost events" setting.
Q: Can I change which columns appear in the list?Column visibility is controlled by your administrator in Settings > Events. Contact them if you'd like to see different columns.
Q: How does the search work?The search field checks event names, event codes, account names, venue names, venue postcodes, venue cities, and quote numbers. It's a broad search designed to help you find events quickly regardless of what detail you remember.