# Unit Transfers List

## Overview

The **Unit Transfers List** shows a complete history of all unit events (e.g., points) across members’ wallets. This includes both **manual actions** (such as add/deduct/block units) and *system-generated events* like spending, expiration, and peer-to-peer transfers.

This view gives you a full audit trail of how units have moved or changed over time, helping you understand, troubleshoot, and manage wallet balances across your program.

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## What you see in the list

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Each row in the Unit Transfers List shows key information about a single unit transfer. Typical fields include, but are not limited to:

* **Member details** – Name, email, phone, loyalty card number
* **State** – Current status of the transfer (e.g., cancelled, pending)
* **Type** – What kind of event it is (e.g. adding, spending, blocked)
* **Value** – Number of units involved
* **Wallet type** – Which wallet the transfer belongs to
* **Comment** – Any note attached during creation
* **Custom attribute** – Any labels (tag) added to a unit transfer
* **Created on** – When the transfer was created
* **Expires at / Locked until** – Dates showing expiration or pending status where applicable
* **Transfer ID** – Unique identifier of the transfer
* **Issuer / Source** – The source of the transfer (e.g. campaign, transaction, manual)

{% hint style="info" %}
If there is no Campaign assosiacted with a transfer, it signifies it is a unit transfer genereted&#x20;
{% endhint %}

This data helps you quickly understand what happened, when it happened, and why it was recorded.

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## Search and filters

Use the **search box** and **Add filter** option to narrow down the list to the transfers you care about.

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Common filters include:

* Member identifiers (email, phone number, loyalty card)
* Transfer state (active, cancelled, expired)
* Transfer type (adding, spending, blocked, etc.)
* Wallet type
* Transfer ID
* Date ranges (created, expires, locked until)

Filters make it easy to find transfers for a specific member, period, or type of event.

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## Customizing the view

Click **Manage columns** to show or hide fields in the list. You can tailor the list to display the most relevant data for your workflow.&#x20;

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Typical columns you might include:

* Member name
* Email
* Transfer type
* Wallet
* Value
* Comment
* Dates (Created on, Expires at, Locked until)

Showing only the fields you need helps you scan the list faster.

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## How the list relates to wallets

Unit transfers you see here also appear in the **Member’s wallet view** on the member profile page. There, each transfer shows:

* Transfer ID
* Type
* Status
* Value
* Dates (created, performed, registered, expires, unlocked)
* Comment

This gives you consistency between the global list and individual member history.

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## When to use this list

Use the Unit Transfers List to:

* **Audit unit activity** across members
* **Review specific transfer events** before taking action
* **Troubleshoot balance discrepancies**
* **Prepare filtered subsets** for bulk actions (e.g., cancel or expire transfers)
* **Understand trends** in unit usage, expiration, or blocking

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## Notes

* The list includes both manual and system-generated transfer events.
* Some columns may require special permissions to view, depending on your admin role.
* Filters and search help you narrow large lists to specific workflows.
