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How do I filter the Transactions screen by rentals and referrals?
How do I filter the Transactions screen by rentals and referrals?
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

If you want to see all your rental/referral transactions (and the corresponding data) all at once, we recommend filtering the Transactions screen by transactions that have the Rental field or the Outbound Referral field set to Yes.

⚠️ Important Note!

When either the Rental field or the Outbound Referral field is set to Yes in a transaction form (see screenshot below), this automatically gives away Dashboard credit.

Filtering the Transactions Screen

To filter the Transactions screen by rentals or referrals, do the following:

1. Go to Transactions > Transactions. This opens the Transactions screen.

2. Click the filter icon.

3. In the filter, scroll down to the Yes/No section.

4. Click the drop-down and select either Outbound Referral or Rental.

ℹ️ Note

These menu options will only appear if the fields have been added to one of your forms.

5. Select the Yes option under the drop-down.

6. Click the Apply Filter button at the bottom of the filter. This filters the Transactions screen so you can see rental/referral transactions and their stats all at once.

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