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Filtering settlement data

If you want to view settlements within a certain date range or time period, you can do so using the filter options in Verofy® Cloud.

To begin, head to the Settlements tab.

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As default, the date range filter will be preset to the current month (the example below shows what the preset date range filter would show as on 14th May 2024). 

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The summary data at the top of the screen is not dynamically updated based on filtered date range, it shows an overview of yesterdays settlement (previous settlement), average settlement amount, and the total settled to you for this location since you onboarded with us.

We're working on adding an extra summary value that will display the settlements total for the date range selected. This will be available soon. 


You can click the calendar icon from this page to filter to a different date range. 

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If you have lots of records, you can choose how many settlements to view per page (up to 100) and can select the page you need from the drop down. This bar is located at the bottom of the list of settlements. 

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If you need to export your filtered settlements, click here to see how you can do this. 

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