If you prefer the classic views / not ready to switch? Follow these instructions for accessing the old views.
Table Overview
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 their Member Status:
All: show all members in your programs
Preapproved: members registered in a program who haven't yet engaged with the program
Activated: members who have engaged with the program (visited the portal, shared with a friend, or added a referral)
Disabled: members who you’ve manually disabled, members who require admin approval, 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 – Eligible
Issued
Scheduled
Pending – Ineligible
Profile Views
Whenever you click on a member, referral, or reward, 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:
Expand and contract the accordion menus to view and hide more data
View associated tabs for more details
Click on any field to copy it to your clipboard
Optimized for mobile and any screensize
Member Profile
Click a member name from anywhere to open the profile view with detailed information and actions on that member.
Common actions include:
Check the member's stats
Edit associated properties
Add/Associate a referral
Add a reward
Resend a welcome email
View history
Disable or Delete the member
Referral Profile
Click a referral name from anywhere to open the profile view with detailed information and actions on that referral.
Common actions include:
Update a referral's status
Edit associated properties
Add the referral as a member
Add a reward
View history
Delete the referral
Reward Profile
Click a reward name from anywhere to open the profile view with detailed information and actions on that reward.
Common actions include:
Issuing the reward
Viewing the reward's Activity Log
Editing the reward
Deleting the reward
