Operator guideEN

Referrals / List

Referral-focused player list with shared filters, a referrer column, CSV export, and profile links for both the referred user and the referrer.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

What this page shows

This page lists users whose user_id appears in public.user_referrals. Operators use it to review referred players, apply the shared player filters, and move into the right player profile.

How to read the filters

  • Search player filters by the standard player identity fields used on the shared players list.
  • Search ClickID or PID is affiliate-link lookup, not referral-id lookup.
  • Search Sub ID 2 is a second affiliate-link lookup path.
  • Status, Country, Include tags, and Exclude tags behave like the main players list because this page reuses the same grid and backend service.
  • Date start and Date end filter player creation date.
  • Last Deposit Date filters on player KPI summary data, not on referral events.
  • The KYC quick tabs are a shortcut for the same kycStatus filter.

How to read the grid

  • Id, Email, and Name identify the referred player.
  • Status shows whether the referred player account is active.
  • Balance shows the current wallet amount and wallet currency of the referred player.
  • Referrer is the parent player id from public.user_referrals.referral_id.
  • KYC Status, Country, and Tags are inherited player attributes from the shared users list.

Main actions

  • Use the email button or the pencil action to open the referred player profile.
  • Use the Referrer button to open the parent referrer profile.
  • Use Apply Filters when you want to refresh the page with the current filter set.
  • Use the CSV button to export the current result slice.
  • Use the view controls to switch between table and card layouts.
  • Use sortable table headers and pagination controls to change the visible slice.

Important caveats

  • Search ClickID or PID runs a dedicated affiliate-link SQL query and can return rows outside the strict referral subset that the default list uses.
  • Search Sub ID 2 uses a separate affiliate-link lookup path and also bypasses the default referral subset.
  • The CSV export uses the shared players export flow and is not a separate referral-performance export.
  • There is no inline edit on this page. Any referral-copy update happens from Player / Referral Stats.
  • The list does not show referral performance metrics such as visits, registrations, or revenue. Those belong to the player-detail referral workflow.
More details

Definitions and formulas

Open only the section you need. The relevant section opens automatically when you request help for a specific item on screen.

Calculations7 topicsOpen details

Referral subset

Logic
The Referrals page renders the shared players list with referral mode enabled., In default referral mode, backend restricts rows to users present in the referral mapping table., Backend also excludes referred users that have affiliate PID attribution in the verified referral subset condition., The Referrer column is a scalar lookup of the parent referrer ID for the referred user.

Affiliate search branch

Logic
Search ClickID or PID uses a dedicated affiliate-link lookup branch., Search Sub ID 2 uses a second affiliate-link lookup branch., These affiliate-search branches skip the default referral subset filter., Operators should treat affiliate-search results as affiliate-link matches, not only strict referral-tree rows.

Filter normalization

Logic
Applying filters copies form values into list params and resets the page to 1., Search player forces the start date back to the shared historical default before the request is built., Date start is sent as the selected date at `00:00`., Date end is sent as the selected date at `23:00`., Include tags and Exclude tags are serialized as JSON arrays for backend filtering.

Last Deposit Date filter

Logic
Last Deposit Date uses player KPI summary data, not referral-event timestamps., Between requires a start and end deposit date., Before and After require a single deposit date., Never deposited matches users with no last deposit date or no total deposit count.

CSV export

Logic
Download CSV builds a shared users export request from the current filters., Backend export removes pagination and returns CSV directly., The verified FE helper omits sort direction from the export query., The export uses the shared players export helper and is not a separate referral-performance report.

Sorting and pagination

Logic
Sortable headers update sort field and toggle sort direction., Backend supports wallet amount sorting through the wallet relation and regular field sorting for supported user fields., Pagination updates the requested page and keeps current filters., The default visible page size is 30 rows.

View mode

Logic
Table view and Grid view are local presentation choices for the same loaded result set., Switching view mode does not call backend and does not change filters.
Fields9 topicsOpen details

Id

Internal id of the referred player.

Data Type
integer
Sortable
true

Email

Contact email of the referred player and a fast link into the player profile.

Data Type
string
Sortable
true

Name

Display name of the referred player.

Data Type
string
Sortable
true

Status

Account active or inactive state of the referred player.

Data Type
boolean
Sortable
true

Balance

Current wallet balance of the referred player.

Data Type
money
Sortable
true

Referrer

User id of the parent referrer linked to the referred player.

Data Type
integer
Display
Link button to the referrer profile.

KYC Status

Verification state of the referred player account.

Data Type
badge
Sortable
true

Country

Country code stored on the referred player account.

Data Type
string
Sortable
true

Tags

Player tags attached to the referred player profile.

Data Type
string-list
Sortable
true
Display
Empty: No tags | Populated: Tag chips
Filters13 topicsOpen details

Search player

Filters by the standard player identity fields used on the shared users list.

Type
text

Search ClickID or PID

Searches affiliate-link payload values such as `pid` or `click_id`.

Type
text
Caveats
Uses an affiliate-link lookup branch that bypasses the default referral subset.

Search Sub ID 2

Searches affiliate-link payload `sub_id2` values.

Type
text
Caveats
Uses an affiliate-link lookup branch that bypasses the default referral subset.

Status

Restricts the result set by KYC status.

Type
enum
Enum Values
All, PENDING, APPROVED, REJECTED

Country

Restricts the result set to one country code.

Type
enum

Include tags

Keeps only players whose tags contain the selected values.

Type
string-list

Exclude tags

Removes players whose tags contain any of the selected values.

Type
string-list

Date start

Lower bound for the player creation date filter.

Type
date

Date end

Upper bound for the player creation date filter.

Type
date

Last Deposit Date

Applies a deposit-history filter using `nx.user_kpi_summary`.

Type
enum
Enum Values
Any, Between, Before, After, Never deposited

Deposit from / Deposit date

Start or single-date input for the selected last-deposit filter mode.

Type
date
Visibility
Shown when Last Deposit Date is not Any or Never deposited.

Deposit to

End date when the last-deposit mode is `Between`.

Type
date
Visibility
Shown only when Last Deposit Date is Between.

KYC quick tabs

Shortcut tabs that update the same `kycStatus` filter used by the list.

Type
tab-filter
Enum Values
All Players, Pending KYC, Verified, Rejected
More help

Related pages

Referrals Overview

Operator guide for the low-frequency referrals list that reuses the shared players grid to review referred users and jump into player profiles.

Activity Tag Rules / List

Main inventory for activity-driven tag rules, with search, activity and status filters, grouped rows, clone, edit, and run actions.

Affiliate Deals / List

Searchable table of affiliate deal rows with PID filter, create action, dashboard shortcut, and edit/delete row actions.

Affiliate Payment Settings / List

Affiliate payment settings inventory page for reviewing configured rows and opening saved records.

Affiliate Settings / List

Affiliate inventory list used to review saved affiliates and open detail or report flows.

Affiliates / Refer a Friend / Configuration

Shared casino-settings editor for the referral percentage, landing choices, and deposit-bonus choices.