Transaction Filtering

You can use the transactions section in your portal to filter and view transactions based on available data. Here is how to access and use this tab.

Filtering transactions

1. Log in to your portal

2. Click **Transactions **in the menu

3. You can use any of the below to filter for the desired data

Filtering using the search bar

1. Click on the ""+"" sign and select all the filters you want to apply to your search

Once you select the parameter(s) it will appear below the search bar

Use the drop-down next to entries to choose how many transactions you want to view per page.

The portal has a 30-day filter applied by default. If you want to adjust this date range, you will first need to remove this filter and then apply the date range of your choice.

Filtering using transaction statuses

You can use the tabs below the search bar to filter for transactions based on their status.

Filter options and definitions:

**Category**	**Definition**
Date	The date range you want to apply as your filter
Transaction type	The type of transaction you want to view (Refund, Accounts Payable, Wallet Transfer, etc.)
Transaction Method	EFT, Interac, Visa Direct, or Credit Card
Transaction status	The transactions status you want to view (Completed, Failed, Scheduled, etc.)
Fraud alert action taken	If an action was take on an alert that was triggered by a transaction
Fraud alert reported	If a transaction triggered a fraud alert
Failed Event	An event that did not complete successfully
User name	Name of user
User ID	Alphanumeric sequence corresponding to a unique user
Invoice ID	Alphanumeric sequence corresponding to a unique invoice
Subscription ID	Alphanumeric sequence corresponding to a unique subscription
Batch number	Number of the batch containing the transaction
Memo	A predetermined note that appears next to a transaction
Client Transaction ID	Alphanumeric sequence corresponding to a unique transaction

If you are a partner, you can see all your customers' transactions in a summary format, or you can filter down to view one customer's information at a time

Exporting data

You can export your transactions by clicking on Export to .xls