Filter Transactions

Filter Transactions

1. Navigate to Transactions in the SIdebar Menu.

2. Select the Recent button and choose between the following:

  • Recent
  • Today
  • MTD (Month to Date)
  • Yesterday
  • Last Month
  • Current Week
  • Last Week
  • Last 90 Days (Select up-to 31 days)
  • Last 90 Days Behind (Beyond 90 Days Ago) (Select up-to 31 days)

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    • Advanced Transactions Filter

      1. Navigate to Transactions in the SIdebar Menu. 2. Select the Advanced Filter (upside down triangle) button and choose between the following: Date Filter Recent Today MTD (Month to Date) Yesterday Last Month Current Week Last Week Last 90 Days ...

    • Filter Transactions

      1. Navigate to Transactions in the Sidebar Menu. 2. Select the Recent button and choose between the following: Recent Today MTD (Month to Date) Yesterday Last Month Current Week Last Week Last 90 Days (Select up-to 31 days) Last 90 Days Behind ...

    • Filter Transactions

      1. Navigate to Transactions in the Sidebar Menu. 2. Select the Recent button and choose between the following: Recent Today MTD (Month to Date) Yesterday Last Month Current Week Last Week Last 90 Days (Select up-to 31 days) Last 90 Days Behind ...

    • Filter Options

      1. Navigate to Transactions in the Sidebar Menu. 2. Select the Recent drop down, select Time Filter for Transactions. You can also select Show only Approved tx to remove any Declined or Reversal transactions from this list.

    • Filter Merchant View

      1. Navigate to Merchant Management in the Sidebar Menu. 2. Select the Filter button in the middle of the Export and Action buttons. 3. Verify your Filter parameters by the following: Boarded on Owned by Merchant Type Processor Status (ALL / ACTIVE / ...