Equipment Manager Views & Export

You can create views by filtering or grouping your equipment.

For example, if you'd like to see only equipment in a specific location, such as your bar area, you can apply a filter to display only those items.

Once filtered, you can save this by clicking the purple Save as New View button.

Your saved view will appear in the top panel, where you can rename it and quickly switch between views.

This makes it easy to move between your master view and custom views for different teams, locations, or workflows.

You can also share your custom views with your team. On the top Views bar, select the view you wish to share then click the three dots menu on the right side.

You can choose to share with:

This ensures everyone has access to the views relevant to them.

You can export your equipment using the export feature in the top right corner.

You can export:

Exports will match exactly what is currently displayed on your screen, including any filters or grouping applied.

You can also export:

This allows you to generate specific reports for suppliers or areas of your event.

Your Equipment Manager views can also be shared as part of a Workbook. This allows you to share live, up-to-date information with your team or external stakeholders. See how to Create a Workbook for more information.