Narrow the entries in the table to only those that match a specific entry or group of entries using the Search Bar functions located at the top right hand corner of the table.

Open

View of the Search Bar.

Search All Columns Using the Search Bar

Step 1: Navigate to the Search Bar at the top right hand corner of the table.

Step 2: Click in the search field, type your search term, and press enter on your keyboard or click the magnifying glass icon in the search field.

Result: The resulting table will show entries that match your search term.

Search Specific Columns Using the Column Search Function

Step 1: Click the Search Bar drop down triangle to open a lightbox with a search field and a list of table columns.

Step 2: Click CLEAR COLUMN SEARCH to deselect all highlighted columns.

Step 3: Select the column name(s) to search.

Step 4: Type your search term in the search field and press enter on your keyboard.

Result: The resulting table will show entries that match your search term.

Perform an advanced search to view table results that match multiple search terms in specific fields by following the steps below:

Advanced Search: create rules to search for specific information.

Step 1: Click the Search Bar drop down triangle to open a lightbox.

Step 2: Click the ADVANCED SEARCH toggle at the top of the lightbox.

Step 3: Choose AND or OR rules group.

Step 4: Select the Search Field using the SEARCH FIELD drop down box.

Step 5: Select the Matches Type from the MATCHES drop down box.

Step 6: Enter your search term in the SEARCH TERM box.

Step 7: Click ADD RULE to add an additional search row.

Step 8: Click REMOVE to the right of the search row to remove it from the search.

Step 9: Click ADD RULES GROUP to add an additional search with a second rule group.

Step 10: Click SEARCH at the bottom of the lightbox to perform the search, or click CLEAR COLUMN SEARCH to start a new advanced search.

The resulting table will show entries that match your search term.

Sort your table entries by a single column to view specific information in ascending or descending order, using either the Sort By Drop Down or the table headers.

Sort Columns Using the Sort By Drop Down List

Step 1: Click the SORT BY box at the top of the table to open a drop down menu.

Step 2: Find and select a column title from the drop down list, or type the column name into the search bar in the Sort By drop down box.

Result: The resulting table will be sorted by your selected column.

Sort Using the Table Headers

Step 1: Navigate to the title of any column to reveal a grey arrow.

Step 2: Click the grey arrow to sort the table by the individual column.

Result: The resulting table will be sorted by your selected column.

Search for any transactions associated with a specific credit card number by following these steps:

Step 1: Click the SEARCH dropdown next to the search bar in the upper right corner of the table and select “Payment”.

Step 2: In the SEARCH bar, enter the last 4 digits of the card number, then click the magnifying glass to start the search.

Result: The returned list will display payments in order of payment method type.

Search for any transactions classified as a specific status by following these steps:

Step 1: Click the SEARCH dropdown next to the SEARCH bar in the upper right corner of the table and select “Status”.

Step 2: Navigate to the search bar, which now displays a dropdown, and select the pre-defined Transaction Status.

Step 3: Click the magnifying glass to initiate your search:

Result: Your Transactions will be displayed within the table, filtered to only display the chosen “Status” type.