Transaction Reporting

Transactions and filters

Selecting Transactions on the left navigation pane will immediately take you to view all transactions. Here you can filter based on date ranges, choose what columns you want to see, search based on the transaction amount, approval code, last 4 of the card number, source, and type of card.

You can also create saved filters in order to quickly return to a filtered view of transactions that meet required conditions in the future.

    1. Date Range filter: This allows you to choose from a set of predetermined ranges or even set your own custom date range to view transactions processed during a specific period of time
    2. Search: The search box will allow you to search for transactions for a specific customer, the approval/auth code of a transaction, the last 4 digits of a card, and even a specific transaction amount.
    1. Columns: If there are columns you don’t care about feel free to hide them to show exactly what you want. Want to reorder the columns? You can do that too!
    2. Specific Filters: We’ve included some other ways to filter the transactions to find just what you are looking for. Interested in transactions below a certain dollar threshold? You got it! Curious about what sources the transactions came from? Presto!
  1. Saved Filters: You’ve finally mastered the filters and have just the data you are looking for but you want to make sure you don’t have to do that again. Hit the Save Filter icon towards the top right, name your filter and it’ll be saved in this pane for your future return.