Using Cash Payouts Filters

The Section: Cash Payouts Filters allow you to search and filter cash payout records by various criteria.

Overview

The filter section appears at the top of the Table: Cash Payouts List table and provides multiple filtering options.

Cash Payouts Filter Section

Filter by Status

To Filter by Status:

1. Find and Action: Click on the Item: Status dropdown, located above the table.

   

   Cash Payouts, Status Dropdown Location

2. Action: Select the status you want to filter by from the dropdown.

   

   Cash Payouts, Status Dropdown Expanded

Available Status Options

• Status: All - View all cash payout records regardless of status.

• Status: Complete - Cash payouts that have been fully distributed.

• Status: Pending - Cash payouts awaiting distribution.

• Status: In Process - Cash payouts currently being processed.

Filter by Sponsor Organization

To Filter by Sponsor Organization:

1. Find and Action: Click on the Item: Sponsor Organization dropdown.

   

   Cash Payouts, Sponsor Organization Dropdown Location

2. Action: Select the sponsor organization you want to filter by.

   

   Cash Payouts, Sponsor Organization Dropdown Expanded

Search for Specific Payouts

To Search for Cash Payout Information:

1. Find and Action: Click on the Item: Search field.

   

   Cash Payouts, Search Bar Location

2. Action: Type the name of the investor you want to find.

   

   Cash Payouts, Search Bar Example

Search Tips

• Search by investor name for quick results

• Use partial names for broader searches

• Search is case-insensitive

Applying Filters

Automatic Filtering

The table automatically updates as you select filter options. There’s no need to click a separate “Apply” button.

Filter Combinations

You can combine multiple filters for more specific results:

• Filter by status AND sponsor organization

• Search for an investor within a specific organization

• Apply all filters simultaneously for the most targeted results

Clearing Filters

To clear all filters and view all cash payouts:

1. Click the Action: Clear Filters button (if available)

2. Or manually reset each dropdown to “All” or the default option

3. Clear the search field