Creating a Custom Function List View

  1. Click Events on the left.
  2. Click Functions.
  3. Click the current date range in the upper-right to open a dropdown with range options. Selecting Custom Range will allow you to set any start and end date that is needed.
  4. Click the current number of functions shown per page to open a dropdown with more options for that setting.
  5. Click the filter icon to open the filter functions slider.
  6. On the filter functions slider, you can:
    1. Select a staff member. Only functions for events where that user has a staff assignment will be displayed.
      For more information about staff assignments, please see the full article.
    2. Check Show Inactive if you want to show functions on cancelled and lost events.
    3. Select whether you want to only show functions that are performances.
    4. Select the rooms you want to include.
    5. Click Done to apply your filters.
  7. Click the edit layout icon in the upper-right.
  8. On the edit columns slider, you can:
    • Click and drag the bars icon to move a column somewhere else in the list.
    • Click the eye icon to show or hide a column.
  9. Click Save to apply your column layout.
  10. Certain column headers in the list have the sort icon. You can click these headers to sort the list by that column's data. Clicking the header again will toggle between the list sorting in ascending or descending order.
  11. You can drag the barriers between the list headers to resize each column.
  12. Click the add new view icon in the upper-left.
  13. On the create view slider:
    1. Type a name for the view.
    2. If you're an admin, check Locked if you want to prevent anyone but admins from editing the view.
    3. If you're an admin, check Default view for all users if you want to make this view the default for every user on the account. This option will be disabled if Private (viewable only by me) is checked. If a different view is already set as the default, this option will be disabled for the older default view.
    4. Check Private (viewable only by me) if you want this view to be hidden from all other users. This option will be disabled if Default view for all users is checked.
    5. When you are done setting up the view, click Save.

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