Filtering Transactions

Choose Administration Menu > Transaction to open the list of parent transactions. When a parent transaction is selected and opened from the list view, its details and sub-transactions are shown.

To open the Transaction Search Filter pop-up, use either:

  1. the Filter button at the bottom of the list
  2. one of the filter icons in a column header of the list

A transaction filter is a logical AND operation over a number of active search criteria related to column values that are entered in the Transaction Search Filter pop-up form:

  • Transaction ID:

    • Equal: Default setting. The search only matches on the entered transaction or sub-transaction ID value.
    • If a value is entered, all other criteria are disabled.
    • If no value is entered, any transaction ID is matched according the other criteria.
    • Range: Start and End ID input boxes are available to specify the search ID range.

  • Include Sub-transactions:

    • Criteria in the search filter also apply to sub-transactions. Only one level of sub-transactions are filtered, in other words, if sub-sub-transactions are for example present, these are not included.
    • The search result list view shows both parent and sub-transactions.
    • By default, sub-transactions of a parent are listed above the parent in the search result list view, latest date at the top.

  • Select to exclude system transactions in results:

    • Transaction filter result list rows where the Username column value is system are excluded. By default, these are included in the filter result list.

  • Status:

    • A drop-down is available to select the transaction status

  • Date Range: a drop-down is available so that the last day, week or month can be selected quickly.

    Note that if a date range: Last Day, Last Week or Last Month is selected, the subsequent re-opening of this filter will show it as a Custom date range, since the range is then less than the selected interval.

    All and Custom date options will enable Start Date and End Date controls.

  • Start Date and End Date and Time: specify a transaction date and time range in the format of the system locale. For example, for language code en-us, the typed format is mm/dd/yyyy. The number format “9” instead of “09” is also valid.

    Date picker widgets and time drop-downs can be used to specify the range, but values can also be typed in. While time drop-down values only show 15 minute intervals, any valid minute value can be typed in. The widget values also follow the system locale format.

    • If a Username, Detail or Message filter is added, a warning about possible slow filtering will show if the transaction date range is more than 7 days.
    • By default, all transaction dates are searched, but if used, both Start Date and End Date values are required.

  • Action: a drop-down to select a value from the Action column.

    • The drop-down options are filtered while text is entered.
    • If text is entered that does not match any action exactly, all actions containing the text (case-insensitive), will be listed.
    • If the transaction date range is more than 7 days, a warning about possible slow filtering will show.

  • Username: filter on the Username column text.

    • The column should contain the entered text, case-insensitive.
    • If the transaction date range is more than 7 days, a warning about possible slow filtering will show.

  • Detail: filter on the Detail column text.

    • The column should contain the entered text, case-insensitive.
    • If the transaction date range is more than 7 days, a warning about possible slow filtering will show.

  • Message: filter on the transaction message

    • The message contains the entered text, case-insensitive
    • If the transaction date range is more than 7 days, a warning about possible slow filtering will show.
    • For failed transactions, hover over the Status column to see the message or inspect it in the detail view.
    • Some successful transactions also show messages when viewing its details, for example data import and bulk load.

Since transaction filters can take a long time, a filter timeout is added to limit the filter duration to 2 minutes.

Active transaction, sub-transaction and transaction log filters are displayed - according to the Admin Portal in use, either:

  • In text above the column headers

or

  • at the bottom of the list view, as an X button next to the active Filter funnel icon. Select this X button to cancel a running filter. If the filter is a modification of a previous successful filter, the running filter will be reverted to the successful filter.
  • in the columns headers that have been filtered, as highlighted funnel icons on the right hand side of the column header.