Savings Rebates

The Savings Rebates report lists the rewards you have received for clients who invested in savings plans.

Generate a report

The following information is displayed in the report table:

Client

The unique identifier of the client whose savings activity generated the reward.

Program

The name of the savings program for which the reward was calculated.

Level

The program level at which the reward was calculated.

Rebate

The reward amount paid to you.

Period

The date of the period for which the reward was calculated.

Status

The current status of the payment:

• Pending — the reward is waiting to be processed.
• Succeeded — the reward was successfully transferred to your account.
• Failed — the reward could not be transferred.

Sort data

Click the Program column header to sort payments. Click again to toggle between ascending and descending order.

Filter data

You can filter the data displayed in the table using the following criteria:

• Status — select a status to display payments with this status.

Click Filters to open the filter panel and specify custom filter criteria.

To change the number of entries displayed per page, use the Rows per page dropdown.