This guide contains instructions and a use case example for Referrer-level users to perform common table customization features. The search, sorting, and customization features allow you to access specific information found on multiple pages that contain large data tables.

Partial view of the Payment History page showing the table customization options including the Column Customization Button, the Sort By Drop Down menu, and the Search Bar.

Table Search Instructions

Click here to view Table Search Instructions

Narrow the entries in the table to only those that match a specific entry or group of entries using the Search Bar functions located at the top right hand corner of the table.

View of the Search Bar.

Search All Columns Using the Search Bar

Step 1: Navigate to the Search Bar at the top right hand corner of the table.

Step 2: Click in the search field, type your search term, and press enter on your keyboard or click the magnifying glass icon in the search field.

Result: The resulting table will show entries that match your search term.

Search Specific Columns Using the Column Search Function

Step 1: Click the Search Bar drop down triangle to open a lightbox with a search field and a list of table columns.

Step 2: Click CLEAR COLUMN SEARCH to deselect all highlighted columns.

Step 3: Select the column name(s) to search.

Step 4: Type your search term in the search field and press enter on your keyboard.

Result: The resulting table will show entries that match your search term.

Advanced Search Instructions

Click here to view Advanced Search Instructions

Perform an advanced search to view table results that match multiple search terms in specific fields by following the steps below:

View of the Advanced Search Lightbox and Search Bar.

Advanced Search: create rules to search for specific information.

Step 1: Click the Search Bar drop down triangle to open a lightbox.

Step 2: Click the ADVANCED SEARCH toggle at the top of the lightbox.

Step 3: Choose AND or OR rules group.

Step 4: Select the Search Field using the SEARCH FIELD drop down box.

Step 5: Select the Matches Type from the MATCHES drop down box.

Step 6: Enter your search term in the SEARCH TERM box.

Step 7: Click ADD RULE to add an additional search row.

Step 8: Click REMOVE to the right of the search row to remove it from the search.

Step 9: Click ADD RULES GROUP to add an additional search with a second rule group.

Step 10: Click SEARCH at the bottom of the lightbox to perform the search, or click CLEAR COLUMN SEARCH to start a new advanced search.

The resulting table will show entries that match your search term.

Table Sorting Instructions

Click here to view Table Sorting Instructions

Sort your table entries by a single column to view specific information in ascending or descending order, using either the Sort By Drop Down or the table headers.

View of the Sort By lightbox.

Sort Columns Using the Sort By Drop Down List

Step 1: Click the SORT BY box at the top of the table to open a drop down menu.

Step 2: Find and select a column title from the drop down list, or type the column name into the search bar in the Sort By drop down box.

Result: The resulting table will be sorted by your selected column.

Tip: To reverse the direction that the column is sorted, click the grey column header arrow a second time. The table will refresh with the amount column sorted from lowest to highest.

Sort Using the Table Headers

Step 1: Navigate to the title of any column to reveal a grey arrow.

Step 2: Click the grey arrow to sort the table by the individual column.

Result: The resulting table will be sorted by your selected column.

Tip: To reverse the sorting direction using the column header, click the grey arrow a second time.

Use Case: Payment History

This example describes how to use the table customization and search functions on the Payment History page. The Payments History page displays a table of all transactions, defaulting to display in order from most recent to oldest. You can access the Payments History page by selecting Payment History under the Payment Category in the left hand navigation panel.

To search for specific entries in the Payment History table, use the SEARCH, SORT BY, and CUSTOMIZE COLUMNS functions presented on the page. See the examples below for detailed instructions:

How to Search for a Transaction by Card Number

Click here to view a use case for searching with a card number.

Search for any transactions associated with a specific credit card number by following these steps:

Step 1: Click the SEARCH dropdown next to the search bar in the upper right corner of the table and select “Payment”.

Note: After selecting “Payment”, click outside the search dropdown to set the selection.

Step 2: In the SEARCH bar, enter the last 4 digits of the card number, then click the magnifying glass to start the search.

Result: The returned list will display payments in order of payment method type.

Note: This order can also be re-sorted inversely by clicking on the column header “Payments”.

Warning: This search function will retrieve ANY payment methods whose whole number contains the search term.

Tip: To better filter your search results, define additional search terms by selecting another parameter (such as “Customer”) from the SEARCH dropdown and defining the specific customer you’re looking for.

How to Search for Transaction by Status

Click here to view a use case for searching for transactions with a specific status.

Search for any transactions classified as a specific status by following these steps:

Step 1: Click the SEARCH dropdown next to the SEARCH bar in the upper right corner of the table and select “Status”.

Note: After selecting “Status”, click outside the search dropdown to the set the selection.

Step 2: Navigate to the search bar, which now displays a dropdown, and select the pre-defined Transaction Status.

Step 3: Click the magnifying glass to initiate your search:

Note: You must use the magnifying glass to initiate the search. Making a selection and/or pressing Enter will not initiate the search alone.

Result: Your Transactions will be displayed within the table, filtered to only display the chosen “Status” type.

How to Use Advanced Search for Transactions within a Date Range

Click here to view a use case for an advanced search using date range.

Use the Advanced Search feature to search for any transactions that occurred during a specific date range by following these steps:

Step 1: Click the SEARCH dropdown next to the SEARCH bar in the upper right corner of the table.

Step 2: Click the “ADVANCED SEARCH” toggle switch in the drop-down menu, then select “and” next to Rules group toggle.

Step 3: Choose “Created” from the “SEARCH FIELD” options.

Step 4: Select “Greater” from the “Matches” dropdown options.

Step 5: Enter the start date of your date range in YYYY-MM-DD format.

Step 6: Click the “Add Rule” button, then use the same parameters from Step 4, then choose Less from the matches options.

Step 7: Enter the end date of your date range in YYYY-MM-DD format.  

Step 8: Click SEARCH.

Result: The transactions in your desired date range will be listed on the Payments History page and can be sorted and filtered.

Note: Depending on the length of your date range, it may take a moment for the data to populate while you see a loading animation on-screen.

How to Sort Payment History by Payment Amount

Click here to view a use case for sorting by payment amount.

Use the Sort dropdown menu or the table headers to sort your table by amount.

Sort using the Drop Down List by following these steps:

Step 1: Click the SORT BY box at the top of the table to open a drop down menu.

Step 2: Click AMOUNT in the drop down list.

Result: The table will refresh with the amount column sorted from highest to lowest payment amount.

Tip: To reverse the direction that the column is sorted, click the SORT BY box at the top of the table again, and click the black triangle to the right of the Amount selection. The table will refresh with the amount column sorted from lowest to highest.

Sort using the Table Headers by following these steps:

Step 1: Navigate to the title of the Amount column to reveal a grey arrow.

Step 2: Click the grey arrow to sort the table from highest to lowest payment amount.

Result: The table will refresh with the amount column sorted from highest to lowest payment amount.

Tip: To reverse the direction that the column is sorted, click the grey column header arrow a second time. The table will refresh with the amount column sorted from lowest to highest.