Table Search and Sort Instructions
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
Advanced Search Instructions
Table Sorting Instructions
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: