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Advanced Filtering Transactions

While you can review Transactions on a company level in the Transactions Tab the All Transaction page features “Advanced Filters” which allows you to create highly targeted analysis on the Transactions page.

Step by Step Guide

  • Head to “All Transactions Page”
  • Click into Advanced Filters
  • Enter your desired values
  • Press “Search”
    • Press the highlighted Advanced Filters button to review/edit filters.
  • Review table