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Filter register items

Use the register filter bar to narrow down items by date range, status, type and stage so you can focus on the most relevant records.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the register filter bar​

Navigate to the register and locate the filter bar at the top, where you can see options for date range, status, type and stage.

Open the register filter bar

Step 2: Set a date range​

Use the "Date range" control to select the period you want to review, so that only items within those dates are shown.

Set a date range

Step 3: Filter by status​

Click one or more status chips such as "Overdue", "Due soon" or "Up to date" to show only items matching those statuses.

Filter by status

Step 4: Remove a status filter​

Click a pressed status chip again to clear it and immediately update the visible items.

Remove a status filter

Step 5: Choose item types​

Open the "Type filter" control, tick one or more options such as "Drawing" or "RFI", and apply them to limit the register to those item types.

Choose item types

Step 6: Filter by stage​

Use the stage options such as "On hire" and "Off hire" to focus on items at a particular stage in their lifecycle.

Filter by stage

Step 7: Review applied filters​

Check the applied filter chips that appear, confirming which date, status, type and stage filters are currently in use.

Review applied filters

Step 8: Clear filters from applied chips​

Remove a specific filter by clearing its applied chip, which immediately updates the register results.

Clear filters from applied chips

Last updated: 2026-07-16