--- title: How to View Affiliate History filtered for a specific Customer description: How to View Affiliate History filtered for a specific Customer --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-view-affiliate-history-filtered-for-a-specific-customer#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en) 3. [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions) # How to View Affiliate History filtered for a specific Customer `` This guide demonstrates how to locate and filter a transaction history report specifically for one Affiliate and one Customer. This is useful to separate transactions if the Affiliate is linked to more than one Customer. `` 1\. From the Main Menu, click "Brokerage" `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-08-06/3a8e4488-931a-4dac-94d4-e9db9274a8eb/user_cropped_screenshot_12e6cee20aba48b087729c1cd17ed82b_text_export.jpeg) `` 2\. Click "Affiliate History By Affiliate" `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-08-04/780be536-5c29-4802-aed1-1be1cb63a23a/action-822493005cd640e5a9f4f57324d9f038_0b749b3460c143a08e208ed82e598703_text_export.jpeg) `` 3\. Click the "Start Typing To Search For A Contact" field to start entering the Affiliate name. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-08-06/f6419581-5b21-4e4b-aeba-cda5a10bb741/user_cropped_screenshot_a6255372994f4a5482c0aa14f1a7fcde_text_export.jpeg) `` 4\. Click on the Affiliate from the drop down options. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-08-06/8dcc2642-cddf-4ef2-b710-f8269f0e6d29/user_cropped_screenshot_ec6850471da24b689f21300a7e58126c_text_export.jpeg) `` 5\. Click this search field at the top of the Customer/Vendor column. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-08-06/e44f67b1-a5d6-4b30-b515-5bba83a6faa4/user_cropped_screenshot_0b9844939b0f4c8790f67e702263affb_text_export.jpeg) `` 6\. Type the Customer name. The report will now only display transactions involving the chosen Affiliate and Customer. `` **NOTE:** This process applies to Affiliate linked Vendor transactions also. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-08-06/53654afa-0580-4379-8a80-6256e449050b/user_cropped_screenshot_7e2f2717a88e4e40a2cc60be6256d684_text_export.jpeg) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-suppliers) - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#importing-data) - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#workstations) - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-customers) - [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#main-content) - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#data-questions) - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#export-data) - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#import-data) - [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#main-content) - [Stock](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#stock) - [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions) - [Logistics](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#logistics) - [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#main-content) - [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features) - [Printers](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#printers) - [Billing](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#billing) - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#multi-facility) - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#settings-questions) - [Privacy](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#privacy) - [Logistics](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#main-content) - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#transport-company-profile) - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-planners) - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-processes) - [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#main-content) - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-profile) - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions) - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-pages) - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-profile) - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-transactions) - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions) - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers) - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages) - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal) - [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content) - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production) - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources) - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions) - [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content) - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#orders-sales) - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile) - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment) - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-portal) - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages) - [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes) - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-questions) - [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#main-content) - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile) - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-transactions) - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-portal) - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile) - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions) - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions) - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-pages) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#main-content) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employees) - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employee-profile) - [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#main-content) - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#manage-stock-items) - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-questions) - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-item-profile) - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-services-reports) - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#assets) - [What's New](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#main-content) - [New Features](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#new-features) - [Users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#main-content) - [Adding users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#adding-users) - [Features](https://support.palletconnect.com/knowledge-base/users?hsLang=en#features) [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=350&height=35&name=logo1_on_transparent.png "logo1_on_transparent")](https://support.palletconnect.com/knowledge-base?hsLang=en) [mailto:support@palletconnect.com](mailto:support@palletconnect.com) Copyright © 2025, Pallet Connect