Transactions – Overview and Search Filters

The Transactions view in the Merchant Portal is the primary reporting and investigation tool for merchants and PSPs. It provides centralized visibility into payment activity across accounts and enables efficient monitoring, reconciliation, and customer support workflows.

Designed for operational use, the Transactions view allows users to search, filter, and analyze transaction data using flexible criteria, helping narrow down large datasets and focus on relevant activity. This significantly improves investigation speed and reduces manual effort when handling exceptions or inquiries.

Figure 1: Transactions – main list view

Transactions list view

Where to find this screen

  • In the left navigation menu, select Transactions.
  • From the Account Tree, select the channel or merchant account you want to search on.

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Search Bar and Quick Filters

At the top of the Transactions screen, quick filters allow you to define the initial scope of your search. These filters are applied before executing the query and are typically used to define the time frame and high‑level transaction characteristics.

  • Date range – Select a From and To date and time to define the search window.
  • Day / Week / Month / Year – Use the time frame selector to switch between views and navigate backward or forward based on the selected unit.
  • Type – Select the transaction type, such as Payment, Risk Management, Wallet, or Settlement.
  • Mode – Filter transactions by processing mode, such as LIVE, External Test, or Internal Test.
  • More filters – Opens the advanced filter dialog for additional criteria.

For convenience, the Today option resets the date and time pickers to the current day. Once the desired criteria are set, select SEARCH to retrieve matching transactions.

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Transaction List

The transaction list displays matching results in a table format. Each row represents a single transaction and provides direct access to detailed transaction information.

Columns shown include:

  • Date – Date and time of the transaction.
  • Status – Transaction status (for example, successful or failed).
  • Channel – Processing channel used.
  • Method – Payment method (for example, CC).
  • Type – Transaction type (for example, PA, DB, RV, RG).
  • Brand – Payment brand (for example, VISA).
  • Transaction ID – Unique transaction identifier.
  • Holder – Cardholder or account holder information (where applicable).
  • Amount – Transaction amount.
  • Currency – Transaction currency.

Use the pagination controls at the bottom of the table to navigate between result pages and adjust the number of rows displayed per page. Selecting a row opens the Transaction Details view, providing a comprehensive end‑to‑end view of the payment flow.

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Advanced Search Filters

To further refine your search results, select More filters. This opens the advanced filter dialog, allowing you to apply additional criteria.

Figure 2: Transactions – advanced search filters

Transactions advanced search filters

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Available Advanced Filters

The advanced filter dialog allows you to add one or more filters to precisely target transactions.

  • Filter selector – Choose the type of filter to apply.
  • Short ID – Short transaction identifier (required when selected).
  • Unique ID – Full unique transaction identifier.
  • Credit Card Brand – Filter by payment brand.

Applied filters are displayed as highlighted chips above the results table. Filters can be removed by clicking the X on a chip, deleting them in the filter dialog, or clearing all filters using the RESET button.

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Filter Actions

  • SAVE – Applies the selected filters to the transaction list.
  • RESET – Clears all applied filters.
  • CANCEL – Closes the dialog without applying changes.

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The search field supports intelligent filtering. You can type values directly into the search box (for example, entering a transaction type such as PA for preauthorization), and the system automatically applies the corresponding filters.

Multiple filters can be combined by entering values separated by spaces, allowing for fast, keyboard‑driven investigation workflows.

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Transaction View Customization

The Transactions view can be customized to match your workflow. Users can choose which columns are displayed and adjust their order.

  • Select Show / Hide Columns from the top‑right corner.
  • Enable or disable columns as needed.
  • Reorder columns using drag and drop directly in the table.

Once configured, the column layout can be saved and reused in future sessions.

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Transaction Export

The Transactions view allows exporting transaction data for reporting and analysis purposes.

  • Select Export to open the export dialog.
  • Export up to 100,000 transactions in a single file.

Predefined templates include:

  • All fields
  • Static fields
  • Anti‑fraud
  • Billing
  • Chargebacks
  • ERP
  • GDPR
  • Quick templates (Quick, Quick Billing, Receipts)
  • Reconciliation matching data
  • Risk management
  • Transaction users
  • Template A
  • No fields

Custom templates can also be created by selecting fields from the available list and arranging their order. Before exporting, you can configure:

  • Header inclusion or exclusion
  • Field delimiter (comma, semicolon, or tab)
  • Text enclosure (double quotes, single quotes, or none)
  • Decimal separator (dot or comma)

Select Export to generate and download the file.

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Summary

The Transactions view serves as the core reporting interface of the Merchant Portal. By combining powerful search capabilities, intelligent filtering, customization options, and export functionality, it enables merchants and PSPs to investigate transactions efficiently, support operational workflows, and operate with greater accuracy and confidence.

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