For the complete documentation index, see llms.txt. This page is also available as Markdown.
Favourite Filters
The Favourite Filters feature lets you save and reuse filter configurations in any table view across Open Loyalty. Whether you're managing Members, Rewards, Transactions, or other modules, saved filters help you work faster and stay organised.
🔍 Creating and Saving a Filter
Click Add filter in any view that supports filtering.
Set your filter conditions.
Click Save this filter.
Provide a name and click Save.
Each filter is saved per user and available only to the user who created it.
⭐ Applying a Saved Filter
Open the module with Saved filters.
Choose your saved filter from the tab.
The view will automatically update to reflect the selected conditions.
This allows you to switch between common filter views with a single click.
⚙️ Managing Saved Filters
You can rename or delete your saved filters directly in the dropdown:
Hover over a filter name in the Saved filters menu.
Click the three-dot icon.
Select Rename filter or Delete filter.
🔁 Where You Can Use Favourite Filters
Favourite Filters are available in most key module views across Open Loyalty.
Use them to save time and maintain consistency when reviewing or exporting specific data sets.
