Filter referral rewards
3 min
Roster offers robust filtering options across referral rewards, unsent payments, and sent payments to streamline your payment management process. These filters allow you to view, manage, and analyze rewards and payments with precision. In this guide, we’ll walk you through how to use the filtering features on each tab.
Step-by-step instructions
Filtering referral rewards
- Navigate to the Payments tab.
- Under the Referral Rewards section, use the default filters:
- Ambassador: Search for rewards associated with specific ambassadors.
- Program: Narrow results to rewards from specific programs.
- Date Range: Filter by a specific time period, such as the last month or quarter.
- Click More Filters to access additional options:
- Type: Filter rewards by commissions, recurring orders, referral links, or discount codes.
- Status: View rewards based on approval status (e.g., approved, paid, pending, rejected).
- Attribution method: View rewards based on how the referred orders were attributed to the ambassadors (e.g. referral link vs. discount code).
- Contact Tags: Filter by custom tags associated with ambassadors (e.g., VIP).
- Select a reward to view detailed information about the referral, including attribution details and generated rewards.
Filtering and managing unsent payments
- Open the Unsent Payments tab.
- Filters unique to the Unsent Payment tab include:
- Minimum Amount: Only show ambassadors who have unsent payments above a certain threshold.
- Payment Method: Filter by PayPal, Venmo, or unspecified method. The unspecified filter can be useful to create a list of ambassadors to email reminding them to enter their preferred payment method.
The filters on this tab make it easy to dial in the specific set of referral commissions that should be included in a payment batch. Examples include:
- Brands that pay out commissions for the prior month. Filter the list of unsent payments by the prior month will exclude all rewards before or after that month.
- Brands that only pay out commissions above a threshold. Filter the list of unsent payments by a minimum amount (e.g. $25) to optimize payment fees by not sending low-amount payments.
Filtering sent payments
- Go to the Sent Payments tab.
- Apply filters to review payment history:
- Payment Batch: Isolate payments from a specific batch for reporting or reconciliation.
- Payment Status: Locate payments on hold, refunded, or failed due to integration issues.
- Payment Method: Filter by manual payments or those processed through PayPal or Venmo integrations.
The filters on this tab make it easy to export specific payment records, such as:
- Sending the payment records from a manual payment batch to your finance team for payment.
- Uploading a list of manual payments into your third party payment platform (e.g. Trolly or Tipalti)
Need help?
If you have any questions about using Roster’s payment filters, reach out to our support team at [email protected]. We're here to assist you!