How Can I View / Search For Transactions?
- Login to your workspace
- On the left pane, click on "Transactions > All Transactions"
- Click on the "All Transactions" tab (if needed)
- Search for transactions
- This searches all mapped fields
- For advanced searches
- Click on "advanced search" on the grey bar
- Select a field, an operator, and a value
- Values are auto-completed
- Values are not needed for "Has Data" or "Is Empty" operators
- Click on "Search"
- Add more conditions by clicking on "+"
- Remove conditions by clicking on "x"
- Create groups by shifting to the right using "→"
- To customize field display
- Click on "Customize"
- Check or uncheck fields
- Reorder fields using drag-and-drop (or up/down arrows)
- Click on "Refresh"
Example #1 - OR conditions only
In this simple example, we are searching for transactions whose:
- Customer is equal to "this" OR
- Product contains "that" OR
- Order ID equals "123"
If any of those 3 conditions is met, the transaction will be selected. Note that the last OR (line #3 above) is not applied since there is no following condition.
Example #2 - AND conditions only
In this simple example, we are searching for transactions whose:
- Customer is equal to "this" AND
- Product contains "that" AND
- Order ID equals "123"
If all 3 conditions are met, the transaction will be selected. Note that the last AND (line #3 above) is not applied since there is no following condition.
Example #3 - Grouped Condition
When using a mix of AND and OR conditions, it becomes necessary to group conditions to clarify things:
- Customer is equal to "this" AND
- Grouped Condition
- (Product contains "that" OR
- Product contains "???") AND
- Order ID equals "123"
To be selected, a transaction must have a customer equal to "this" AND an order ID of "123", but the product can be either "that" or "???".
To create a grouped condition, we shifted product-based conditions to the right using the right-arrow button.
The "AND" at the end of the group (line #3 above) connects to the next condition. Note that the last OR (line #4 above) is not applied since there is no following condition.
Date Filter
The date filter dropdown in the top left corner is applied to transaction dates (NOT the time transactions were imported). That is, the field you mapped to category "Transaction Date" during import. If you want to search transactions by import time instead, use advanced search, as described above.
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