.. _filtering_transactions: Filtering Transactions ---------------------- .. _20.1.1|VOSS-670|EKB-4802: A transaction filter is a logical AND operation based on column values in the Transactions list, defined as search criteria on the **Transaction Search Filter** dialog. **To search for transactions using a filter**: 1. Log in to the VOSS Automate Admin Portal. 2. Go to (default menu) **Administration Tools > Transaction** to open the **Transaction** log. .. note:: * In the classic Admin GUI, you can also open the **Transaction** log via the toolbar **Notifications** icon. * In the Admin Portal, you can also open the **Transaction** log via the toolbar **Transaction Log** icon. 3. On the **Transactions** list view, inspect the list of parent transactions. You can click on a parent transaction to view details of the parent and its sub transactions. #. Open the search filter: * In the classic Admin Gui, to open the **Transaction Search Filter** dialog, either click the filter icon in the header row of the **Id** column, or click **Filter** at the bottom of the list. * In the Admin Portal, to open the **Filter** dialog, click the toolbar **Filter** icon. #. In the Filter dialog, specify search criteria for the transaction/s you wish to view: .. tabularcolumns:: |p{5cm}|p{10cm}| +-----------------------------+--------------------------------------------------------------------------------------+ | Field | Description | +=============================+======================================================================================+ | Transaction ID | Options depend on whether you're using the Admin Portal or the classic Admin GUI | | | | | | * Admin Portal: Enter a specific transaction ID, else, leave the field clear to | | | search on alternate criteria. | | | | | | * Legacy Admin GUI: | | | | | | * Equals (default). Filters only for an exact ID, and disables all other criteria. | | | | | | * Range. Filters for a range of IDs that match a start and end value. | | | | +-----------------------------+--------------------------------------------------------------------------------------+ | Include Sub Transactions | Apply filter criteria also to first level child transactions. Children of child | | | transactions (sub-transactions directly below the parent) are excluded. By default, | | | results show sub transactions above the parent (latest data on top) | +-----------------------------+--------------------------------------------------------------------------------------+ | Exclude System Transactions | Defines whether to exclude system-generated transactions (included by default); that | | | is, where the **Username** column value is ``system``. | | | | +-----------------------------+--------------------------------------------------------------------------------------+ | Status | Filter by transaction status. Options are: Any, Queued, Processing, Success, Success | | | with Async Failures, or Fail. | +-----------------------------+--------------------------------------------------------------------------------------+ .. tabularcolumns:: |p{5cm}|p{10cm}| +------------+--------------------------------------------------------------------------------------+ | Field | Description | +============+======================================================================================+ | Date Range | Predefined options are Last Day, Last Week, Last Month, or All. Alternatively, you | | | can specify a custom date range. | | | | | | When selecting a quick filter (Last Day, Last Week, Last Month), the next time the | | | filter is opened, the date selection displays as a Custom date range, since the | | | range is then less than the selected interval. | | | | | | When choosing a Custom date range: | | | | | | * In the Admin Portal, choose a start and end date from a date picker. | | | * In the legacy Admin GUI, choose a start date and time, and an end date and time. | | | | | | When specifying a start date, end date, and time, use 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. | | | | | | You can select a date range, or type in values. Time values can be selected for 15 | | | minute intervals, or type in values (the system locale format is default). | | | | | | Note that when adding filter criteria for Username, Detail, or Message (legacy Admin | | | GUI), filtering may be slower when the date range is greater than 7 days. | | | | | | The filter date/time is based on the browser local timezone, for example | | | GMT+0200. This time is converted to the UTC standard as used in the database. | | | (Time Conversion) | +------------+--------------------------------------------------------------------------------------+ | Action | Select an action to filter on, for example, ``Create Subscriber``, or start typing | | | to filter values in the drop-down. | +------------+--------------------------------------------------------------------------------------+ | Username | Case-insensitive field to filter on values in the **Username** column. | | | | +------------+--------------------------------------------------------------------------------------+ | Detail | Case-insensitive field to filter on values in the **Detail** column. | +------------+--------------------------------------------------------------------------------------+ | Message | Case-insensitive field to filter by text values in the **Message** column (legacy | | | Admin GUI). | | | | | | * For *failed transactions*, hover over the **Status** column to view a message, or | | | inspect it in the transaction detail view. | | | * Some *successful transactions* also show messages when viewing its details, for | | | example, data import and bulk load. | +------------+--------------------------------------------------------------------------------------+ (Time Conversion) |convert-transaction-time| .. note:: A filter timeout limits the filter search to 2 minutes. Try reducing the criteria to speed up filtering. Once you've viewed filtered results, remember to cancel or clear the filter to display all transactions in the log. .. |convert-transaction-time| image:: /src/images/convert-transaction-time.png