Step 1: Open the Module
From the left-hand sidebar, choose the section you’d like to filter (e.g. Bookings, Events, or Invoices).
The page will show all records by default.
Step 2: Add a Filter
Click Add Filter at the top of the page.
A dropdown list of available filters will appear — these vary by module.
Select the field you want to filter by.
Examples include:
Status (e.g. Definite, Tentative, Lost)
Booking Start Date or Event Date
Stage (e.g. Inquiry, Contract Sent)
Once selected, choose your filter criteria:
For dates: pick a range such as This Month, Next Week, or Custom Range.
For lists: check one or more options (e.g. Definite and Tentative).
The table updates instantly to show only matching results.
Step 3: Add More Filters (Optional)
You can combine multiple filters to refine your data even further.
For example:
Status = Definite
Booking Start Date = This Month
Stage = Contract Signed
This would show only confirmed bookings scheduled this month with signed contracts.
Step 4: Clear or Remove Filters
To remove a single filter, click the X beside its name at the top of the table.
To clear all filters at once, click Clear All (if visible) or refresh your view.
Step 5: Save Your Filters as a Custom View
If you use certain filters often:
Click Save View (💾) in the top-right corner.
Select Save as New.
Give your view a descriptive name (e.g. “Definite Bookings This Month”).
Choose whether to make it Private (only you) or Shared (visible to others).
Click Save.
You can then easily switch between saved filtered views from the View dropdown.