Filters narrow the Guide Payments table down to the records you actually need — useful for large volumes, and for pulling a report covering a single guide or date range.
Available filters
In the left sidebar, under Payments, click Guide Payments. You can apply any combination of the following:
Created Date — filter by when the booking was created
Trip Date — filter by the trip's start date
Payment Method — choose between Manual or Automatic
Status — filter by payment status: Paid, Sent, Scheduled, Processing, Ready to Transfer, Pending, or Unpaid
Guide — filter by a specific guide to see only their trips
Note: Guide Payments displays up to 100 results per page. Use filters to narrow down your view if you have a large volume of payments.
Filters and your export
Apply your filters before generating an export. Export current view reflects the filters you have active, so it downloads only the matching records. Export all and Export by year ignore filters and include everything.
Related
Saved Views in Guide Payments — save your filters as a named view