How to Filter, Search and Group the Loyalty Points Report History in Odoo POS

It tracks every loyalty point transaction—whether earned, redeemed, or adjusted—and provides transparency into customer loyalty activity over time. It helps audit and validate point movements for individual customers, supports customer service teams in resolving loyalty point inquiries, and enables performance analysis of loyalty programs through historical trends.

Go to the Main Menu → Point of Sale, Click on Reporting → Advanced Reports, Select Loyalty Points History Report.

Default Grouping

By default, data is grouped by customer to neatly organize loyalty transactions. Clicking the arrow expands the group to display detailed transactions for that customer, making it easier to review each customer’s point history without mixing records.

Search in Loyalty Points History Report

The search bar allows users to quickly find records in the report by searching across different fields, such as Order Ref—the reference number associated with a specific order and Customer, which represents the customer’s name. Search suggestions help users select the right field more efficiently, making it faster and easier to locate loyalty records.

Quick Search in Loyalty Points History Report

Date: Allows users to search records within a specific date range using two input fields.

• From Date: View loyalty point records starting from a specific date.
• To Date: View loyalty point records up to a specific end date.

Customer: Find loyalty point history for a particular customer using a partial or full name.

Using Quick Search

Click Search to generate results based on selected filter. You can apply one or more filters at the same time. If no filters are needed, click the Reset button to clear all selections.

Applying Date Filter

Click the ▼ (drop down) icon in the search bar. In the Filters section, click the Date dropdown. Users can quickly select from:

• Specific months (e.g., May, June, July)
• Quarterly periods (Q1, Q2, Q3, Q4)
• Full years (e.g., 2023, 2024, 2025)

Applying Custom Filters

In Filters, click Add Custom Filter. By default, a rule is already set—click it to view the available filter options. Choose a filter (e.g., Order Ref), select an operation such as is equal to or contains, and then enter or select the desired value. Finally, click Add to apply the filter.

Group By Order Date

In the Group by section, click the Order Date dropdown.

Users can quickly select from:

• Year: Groups records by calendar year.
• Quarter: Groups records by fiscal quarters (Q1, Q2, Q3, Q4).
• Month: Groups records by individual months.
• Week: Groups records by week numbers within the year.
• Day: Groups records by specific dates.

Applying Custom Grouping

Click the ▼ (drop down) icon in the search bar and select Add Custom Group. A list of group-by fields, such as Customer or Order Ref, will appear. Choose one to group your report accordingly.