Using Complete Transactions Filters

Learn how to filter complete transactions to find specific records quickly.

Filter Section Overview

The filter section appears at the top of the Table: Complete Transactions List table.

Complete Transactions Filter Section

Filter by Sponsor Organization

To Filter by Sponsor Organization:

1. Locate the Item: Sponsor Organization dropdown in the filter section.

   

   Sponsor Organization Dropdown Location

2. Click on the dropdown to expand the available options.

3. Select the sponsor organization you want to filter by.

   

   Sponsor Organization Dropdown Expanded

Search by Transaction ID

To Search for Specific Transactions:

1. Locate the Item: Search Transaction ID field.

   

   Search Transaction ID Field Location

2. Enter the Transaction ID you want to find.

3. The table will automatically filter to show matching results.

Using Wildcard Searches

You can use the asterisk (*) as a wildcard to search for multiple Transaction IDs:

Wildcard Search Example

Wildcard Search Tips

• Use * to match any characters

• Example: TRX-2024* finds all transactions starting with “TRX-2024”

• *-001 finds all transactions ending with “-001”

• *INVEST* finds all transactions containing “INVEST”

Combining Filters

You can use multiple filters together:

1. Select a Item: Sponsor Organization

2. Enter a search term in the Item: Search Transaction ID field

3. The table will show results matching both criteria

Clearing Filters

To clear filters and view all complete transactions:

1. Reset the Item: Sponsor Organization dropdown to “All”

2. Clear the Item: Search Transaction ID field

3. The table will refresh to show all records

Note

Filters are applied automatically as you make selections. There’s no need to click a separate “Apply” button.

Export Filtered Results

After applying filters, you can export the filtered results:

1. Apply your desired filters

2. Click the Action: Export button

3. Choose your export format (Excel, CSV, or PDF)

4. The export will include only the filtered records