2.1. Search Transactions: Diferență între versiuni
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[[Image:Advanced search.png|Advanced search.png]] | [[Image:Advanced search.png|Advanced search.png]] | ||
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+ | After entering the search criteria, to start the search , press the Search button. It will return the summary lines of the transactions matching your search criteria. | ||
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+ | To download a file with the search results -Click on “Export all to csv” or “Export filtered to csv” -Click “Save” and then select download location -Click “Save”. File type is CSV. |
Versiunea de la data 14 iulie 2012 16:10
In order to locate and view a certain transaction, access the „Transactions” feature tab and use the multiple search criteria. The criteria can be used individually or combined: -Transaction PO ID (top right)
-Text that appears in the transaction details (can be name -first, last-, city, phone number, email address)
-Transaction status
-Date (date of the initial transaction or the date of the selected transaction status)
Please follow these steps:
-Select the search starting date (from…) and the end date (to..) using the calendar or by keying in the date in the mm//dd/year.
-Insert the search text
-Select the status of the wanted transaction (optional)
-Hit the Search button.
After entering the search criteria, to start the search , press the Search button. It will return the summary lines of the transactions matching your search criteria.
To download a file with the search results -Click on “Export all to csv” or “Export filtered to csv” -Click “Save” and then select download location -Click “Save”. File type is CSV.