Filtering, sorting and saving views of your events
After reading this, you'll know how to narrow the events overview by time range, customer, location, tags, guest count and invoice status, how to sort it, and how to save a filter combination as a view – for example “write last week's invoices”.
The events overview (sidebar Events) shows a filter bar at the top. Everything you set there applies to the list immediately – and can be saved as a view so you don't have to set it up again every time.
The filter bar
From left to right:
| Filter | What it does |
|---|---|
| Search field | Searches the event's name, customer and location. |
| All locations | Only events at a specific venue. |
| All time | Narrows to a time window: Last week, This week, Last month, This month, Next month, Current quarter, Next quarter or Custom range (fixed from/to dates). |
| All customers | Only events of one customer (search and pick the customer). |
| Sort: default | Order of the list: Date ascending / descending, Name A–Z / Z–A, Guests (most or fewest first), Recently created / Created first. Without your own choice, the next upcoming events stay on top. |
| All tags | Only events carrying a specific tag. |
| All invoices | By invoice status: Invoice open, Paid, Overdue or No invoice. |
| Guests min / max | Only events within a guest-count range. |
Below the filter bar sit the status tabs (e.g. “Enquiry and quote sent”, “Quote accepted”, “Invoice sent”) – a click additionally narrows to that status.
The filter bar exists in all four views (Season, Timeline, Status, Calendar). In the Calendar, time range and sort are hidden – there, the displayed month or week defines the window. The Season view has no status tabs because its segments “Upcoming / Active / Past” take that role.
Relative time ranges: “Last week” and “Last month”
Last week always means Monday to Sunday of the previous week, Last month the entire previous month. Both move along with the calendar by themselves – unlike Custom range, which is pinned to fixed dates.
That is exactly what makes them useful for recurring work: a saved view with “Last week” automatically shows the matching events in every new week.
Example: writing last week's invoices
- Set the time range to Last week.
- Set invoices to No invoice – only events without an invoice remain.
- Set sort to Date ascending so you can work through them chronologically.
- Optionally pick the Timeline view if you prefer the events grouped by month.
The list now shows exactly the events of the previous week that still need to be invoiced.
Saving a view
- Set all the filters you want, the sort order and the view (Season / Timeline / Status / Calendar).
- Click Views (bookmark icon) at the top right above the filter bar.
- Enter a name at the bottom of the menu (e.g. “Write invoices”) and click Save.
The view remembers search, location, time range, customer, sort order, tags, invoice status, guest count, the selected status tab and the display mode. Apply it again with one click via Views.
Making it the default
The star next to a saved view makes it your default: opening the events overview from the sidebar starts directly with those filters. A second click on the star removes the default again.
The default is per browser – a link that already carries filters (e.g. a shared link or a jump from a status chip) always wins over the default view.
Deleting a view
Use the trash icon next to the name in the views menu.
Frequently asked questions
My saved view brings back the unfiltered list. Views saved before the September 2026 update hold no filters – a bug on our side, fixed since. Set the filters once more and save the view again under the same name; you can delete the old one afterwards.
Can I save “Custom range” in a view? Yes, but the chosen dates stay fixed. For recurring work, Last week, This week, Last month or This month are the better choice because they move along.
Does a saved view apply to the whole team? No – saved views and the default belong to your own user account.