Favorites allow you to save a link to any page in Brightpearl for immediate, easy access.

Because favorites can be shared among all staff members, they're most useful for saving reports multiple people may need access to.

Note: It is not possible to share a preset with all staff members using favorites. Instead, filter the report without selecting a preset and save the filtered report as a favorite.

To add a page as a favorite, navigate to the screen in question and apply any filters, then click the "Add to favorites" button at the bottom left-hand side of the page.


On clicking the button, you'll be prompted to give the favorite a name and choose whether it's visible to just you or to all staff members:


Once you've saved the favorite, it will be visible by clicking the star icon on the left-hand side of every page:



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