There are a number of different methods you can use to search for customer and/or payment information within your dashboard, depending on the information you are looking for.
Before looking at how to search for different types of information in the dashboard, it's first useful to learn a few basic search functions that can help with this.
The wildcard function enables you to search for part of a query by adding an asterisk at the end of the search parameter you're using.
The negation function enables you to specify exclusions from a search result.
Using this function enables you to search for two or more separate queries at the same time, essentially looking for this OR that.
Using this function, you can search for multiple queries at the same time and only get results that correctly match all the queries combined. (Please note this is not necessary when searching for customers using their full name).
You can also search for a specific phrase by searching for it within quotation marks.
This next section outlines the best search parameters and function(s) to use when performing common searches in the dashboard.
Remember, you can use the above functions with any of these search parameters to further define what you are looking for!
Searching for customers
You can search for specific customers using queries relating their name, email address, or GoCardless specific details such as custom fields.
Searching for payments
You can search for specific payments using any of the following details.
Advanced search methods
You can also use information specific to your GoCardless dashboard to navigate to exactly where you need to go in your dashboard using your browser address bar.
You can find your customers using this method if you know either their GoCardless customer ID or mandate ID. Examples:
You can find a specific payment or payment plan using this method if you know the Payment ID or Plan ID. Examples: