How to Filter Transactions with Advanced Search

Introduction

This article provides a detailed guide on using the advanced search functionality to filter and find specific transactions. This feature is useful for narrowing down your transaction data based on various criteria.

Video overview

For a visual walkthrough of filtering your Transactions Report, watch this video:

https://www.loom.com/share/e7bbac835a4d4db6a2beebc17b0a8de1?sid=cdb075c3-78d6-468f-939c-3a74b748599d

Steps to use Advanced Search for Transactions

1. Navigate to Transactions > Reports.
2. On the Transactions page, click the Advanced Search bar (or the filter icon located on the right side of the search bar) to expand the menu and see your filter options.
3. Use the available controls and checkboxes to select your desired filters:
   • Change the month/year, select a specific date, or choose a range of days within a month by using the calendar icon at the top right corner of the tab.
   • You can see transactions included in tax reporting by selecting the Captured checkbox.
   • You can see returned transactions by checking both the Captured and Returned boxes.
   • See test transactions from your sandbox by selecting the Only Test Transactions box.
   • Filter by other status-related options such as Only Filed Transactions, Only Authorized, or Only Captured.
   • Use the text box to search for Order ID, Customer ID, or city name, and the state field to narrow the search to a specific state.
4. To apply your selected filters to the transaction list, click the Set Filters (or Set Filter) button.
5. To remove all active filters and return to the default view, click the Clear Filters button.

Summary

By using the advanced search and filter options, you can efficiently locate specific transactions within your records. This allows for more targeted analysis and easier data management. Remember to set your desired filters or clear them to view all transactions.