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Unit Transfers List

Learn how to browse all unit transfers, use filters, and adjust the view.

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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

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)

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If there is no Campaign assosiacted with a transfer, it signifies it is a unit transfer genereted

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.

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.

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.

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