If you are a new customer or new to the merchant portal, use the Common UI Interactions page to learn how the site works. You will learn things like filtering search results and other basic user interface functionality.
The Column Selector is used to add or remove columns from a table, usually in a report. To use the Column Selector, in the table view:
The Export functionality is used for exporting records, such as reports or query results. To use the Export functionality, in the table view:
Used for refining the records on the screen. The list of data points changes with what you are filtering, but they include things such as date, amount, etc. To filter, simply add information in the fields to narrow the results.
The Merchant Number Selector is used for refining the data on the screen to a particular merchant number or group of merchant numbers. To use it, click Edit Selection in the Current Merchant banner.
Many times, the number of resulting records is too large to fit on one page in a table. You have the option to select the number of results per page (25, 50, 75, or 100 records), move to the Next or Previous page, or key in the exact page to view.
The right-side panel provides a quick-look at some basic information of an individual record. To access and use this panel:
Once you have refined the records on a given page, you may want to save yourself the trouble of having to filter this exact way again. To save a filter once you are satisfied with its results, click Save at the top of the filter area, name the filter, and click Save in the dialog. To use a saved filter, click the star icon (Saved Filter button) and select the name of the filter you want.