> For the complete documentation index, see [llms.txt](https://knowledge-base.zumrails.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.zumrails.com/transactions-and-payment-methods/transaction-filtering.md).

# 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

<figure><img src="/files/Z192bixnNYw1uOVboM7H" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/MokRtsBQoPXs5pGMTgFn" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/iHcxe1hNZXYiASxNBt56" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/WRKvNz6k80qVWfriKkjJ" alt=""><figcaption></figcaption></figure>

#### 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**

<figure><img src="/files/Whj8nng2mpv85iByeSGF" alt=""><figcaption></figcaption></figure>