There are several methods you can use to search for customer and/or payment information within your dashboard, depending on what information you know and are looking for.
| WILDCARD | Search for part of a query by adding an asterisk at the end of the search parameter you're using. | |
|---|---|---|
| Search need | What to search | How it works |
|
You're looking for a customer by first name but can't remember if they're listed as 'James' or 'Jamie'. |
Jam* |
The * symbol stands for one or more of any character. |
| NEGATION | Specify exclusions from a search result. | |
| Search need | What to search | How it works |
|
You have three plans set up named Gold, Gold member, and Gold service. You only want to see customers on the Gold plan but searching for "Gold" will return customers assigned to all. |
Gold -member -service |
The -operator removes any results that include the query following it. In this example, adding the two exclusions will remove any results associated to Gold member and Gold service. |
| OR | Search for two or more separate queries at the same time, essentially looking for X or Y. | |
| Search need | What to search | How it works |
|
You're searching for a customer but can't remember if they signed up using their personal name, James Smith, or their company name, Example Ltd. |
James Smith | Example Ltd |
The | acts as an or function to search for the query either side of the "|" character separately and return the query that correctly matches a result. |
| AND | Search for multiple queries (fields) at the same time and only get results that correctly match all the queries combined. | |
| Search need | What to search | How it works |
|
You want to find all your customers who are assigned to two specific plans - Gold and Silver. |
Gold + Silver |
The + functions as an and query, returning only the results that match both queries. |
| SPECIFIC PHRASE | Search for a specific phrase. | |
| Search need | What to search | How it works |
|
You want to find all payments you have created that include the phrase Gold membership package. |
"Gold membership package" |
This query searches for a complete match to the full query string, exactly as written within the quotation marks. |
Available search parameters
Customer parameters
You can search for specific customers using queries relating their name, email address, or GoCardless specific details such as custom reference fields.
| QUERY TYPE | PARAMETER | EXAMPLE |
|---|---|---|
|
Name |
First name |
James |
|
|
Last name |
Smith |
|
|
Full name |
James Smith |
|
|
Company name |
Ondooo Ltd |
|
Email address |
Full email address |
jamessmith@ondooo.com |
|
|
Email domain |
ondooo.com |
|
|
Email username |
jamessmith |
|
Postal address |
Street name |
Goswell Road |
|
|
Town / CIty |
London |
|
|
Postcode |
EC1V 7EN |
|
GoCardless specific |
Custom reference |
JS0001 |
Payment parameters
| SEARCH PARAMETER | EXAMPLE |
|---|---|
|
Amount |
98.99 |
|
Charge date |
DD.MM.YY (e.g. 01.01.21) |
|
Amount and date |
98.99 01.01.21 |
|
Payment description |
Invoice 00001 |
|
Plan name* |
Gold membership |
* Only available once a payment has been collected through the plan