Savings acquisitions

A savings acquisition is created when a client referred by a partner enrolls in a savings program. The acquisition tracks savings activity events for that client.

Acquisition list

View the following information for each savings acquisition:

Client ID

The unique identifier of the referred client.

Client Name

The name of the referred client.

Partner Name

The name of the partner who referred the client.

Partner User ID

The unique identifier of the partner who referred the client.

Savings Program

The savings program in which the client enrolled.

Events

The savings activity events recorded for this client, such as plan creation and deposits.

Created

The date and time when the acquisition was recorded.

Sort data

Click the Created column header to sort acquisitions by creation date. Click again to toggle between ascending and descending order.

Filter data

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

• Savings Program — select a program to display acquisitions for this program.
• Partner User ID — enter a partner user ID to display acquisitions attributed to this partner.
• Date range — select a start and end date to display acquisitions created during the specified period.

After specifying custom filter criteria, click Apply filters to apply the changes.

Click Reset filters to reset all filters.