HOW TO: Save Filtered Transaction Reports
- Navigate to Transactions from the Dashboard homepage by clicking on “Transactions” in the left hand navigation.
- Next use the filters on the top, right side of the screen to filter by your desired parameters:
- Amount
- Card Type
- Source
- Cashier
- Click ‘Apply’ at the bottom of each drop down, after each selection is made.
- Once your desired filters are in place, click the ‘Save Filter’ button in the top, middle of the screen.
- Name your Save Report/Filter for future use.
- To return to a full list of your transaction report, remove all the filters you selected by clicking into each filter option drop down and click ‘Clear’.
- To delete this saved report in the future, click the trashcan icon to the right of the filtered report name.
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