Saving Filters

To help you streamline workflows and reduce repetitive filtering, the app allows you to save applied filters on specific pages. This functionality improves efficiency when working with high-volume data across orders, inventory, products, and more.

Saved filters persist across sessions, so the next time you visit the page, your last-used filter setup is automatically applied.

Saved filters apply only to the current page. They do not carry over to other pages, even if similar filter fields are available.

How It Works

When you apply filters on a supported page, the Save Filter option appears near the top of the screen. After clicking it:

A Save Filter window appears.
Enter a memorable name for your filter.
Set your filter logic using one or more conditions:
- Select whether All or Any of the conditions must be met.
- Choose the Field, Operator, and Value for each rule.
- Click Add Rule to include additional conditions as needed.
Click Save to apply and store the filter configuration.

Example:

Field: Order Source → Operator: Equals → Value: shopify

Field: Status → Operator: Equals Any Of → Value: (select one or more values)

Pages with Save Filters support

Section	Pages with Save Filters
Orders	All Orders Shipping Requests Fulfillments Returns
Products	All Products
Inventory	Locations Purchase Orders Transfer Orders Arrivals Receipts Suppliers
Events	Exceptions Exception Categories User Config Events
Customers	Customers
Automation	Automation History

Pages with Clear All support

The Clear All option is available on most pages that support filtering. Use it to reset all filters at once without having to remove each filter manually.

Troubleshooting

Issue	What to check
Filters aren’t saving	Confirm you clicked Save Filters after applying filters. Clear and reapply filters, then save again. Refresh the page or log out and back in.
Saved filters not appearing	Make sure the page supports the Save Filters feature. Check if browser settings or extensions are blocking local storage.

Need Help?

If you need additional assistance:

Use Ask Pippen, our AI agent, located at the top of the app page.
Submit a support request with as much relevant detail as possible. Learn how to submit a request.
For urgent issues, email us directly at support@pipe17.com.