March 2025
Custom attribute filters on events, a new team occupancy report, CSV accounting exports, and sortable resource columns.
Highlights
Custom Attribute Filters on Events
You can now filter the events list using custom attributes. If you’ve added fields specific to your business — such as event type, region, or priority — these can now be used as filters when searching and reporting on events.
Team Occupancy Report
A new team occupancy report shows how your teams are utilised across events. This helps with capacity planning, making it easier to see which teams are overbooked and where there’s availability.
CSV Accounting Export
A new CSV export option lets you export financial data in a format suitable for importing into accounting systems. This provides an alternative for businesses that don’t use a direct integration with Xero, QuickBooks, or Sage.
Other Improvements
- Resource types added to the cost type report
- Management fee tax rate now configurable on quotes
- Sortable columns in the resource picker
- Number field type added for custom attributes
- Lost reason and lost reason other fields added to HubSpot sync
- Supplier invoice totals added to the events by status report