Common UI Interactions

• Column selector

  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:

• Export

  The Export functionality is used for exporting records, such as reports or query results. To use the Export functionality, in the table view:

• Filters

  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.

• Merchant Number Selector

  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.

• Pagination

  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.

• Right Side Panel

  The right-side panel provides a quick-look at some basic information of an individual record. To access and use this panel:

• Saved Filters

  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.