If you prefer the classic views / not ready to switch? Follow these instructions for accessing the old views.

Table Overview

Use Tables to configure how you view and interact with your member, referral, and reward data.

Take a quick visual tour of the list & profile views.

The toolbar lets you:

Search for specific records
Show/hide columns
Filter Data
Set density (how you view your records)
Export relevant data

Search Bar: look up any table record by name, email, or ID (searches all data for that table regardless of any set filters)

Columns: Show/hide the fields you want to see. You can also click on any column to bring up additional options:

Pin to left or right
Filter by column data
Hide a column
Drag it to another location
Resize it

Hide/Show Columns

Individual Column Settings

Filters: Select columns, operators, and values to filter your data. Apply multiple filters at once with an AND or OR condition.

Export a filtered list at any time using the “Export” button.

Density: Choose from compact, standard, or comfortable to set the row height to match your viewing preference.

Export: Click to export the current table view, with any filters applied. You’ll receive the report via email.

Member Table

Use Quick Filters to sort members by the following categories

All: show all members in your program
Activated: members who have engaged with your program (visited your Member Portal, shared, or added a referral)
Inactive: members who have never visited your Member Portal or engaged with your emails
Disabled: members who you’ve manually disabled or members you were unable to deliver an email to (ex. they entered a bad email address)

Referral Table

Use Quick Filters to sort referrals by their referral status:

All
Pending
Qualified
Approved
Denied

Reward Table

Use Quick Filters to sort rewards by the following categories:

All
Pending – Ineligible
Pending – Eligible
Scheduled
Issued

Profile Views

Whenever you click on a member or referral, it'll open a profile view with all the details and a list of actions. The profile views can be opened from anywhere without having to navigate to a new page or tab.

Profile Navigation: