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Dashboard search parameters

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.

Note: You can use the asterisk at the end of a query but not the beginning (e.g. searching for 'James' by using *es would not return a result).

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

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