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Searching for Transactions

The Transaction Search page in ProMaster provides a means to search for transactions based on different criteria such as date ranges, transaction status, user names and Account types.

The Transaction Search page is accessed by clicking on the Transactions tab at the top. The Transaction Search page is divided into four panes:

· Search Parameters;

· Status Filter;

· Transaction List;

· Search Pane.

The Search Parameters pane provides a range of different search criteria to help refine the transaction search:

· Date View (The type of date to search by);

· Account Type (Is limited to the Account types assigned to the Account Holder);

· Date From/To (The date range to search by);

· User Name;

· Sort By (Ability to sort results by the field selected);

· Status Filters.

The Search Parameters pane allows the User to refine search criteria. It is context-sensitive for fields in the search criteria, and will display a list of values in the Search Pane. For example, clicking on a date range field in the Search Parameters pane will bring up a calendar view in the Search Pane, which allows the User to navigate to specific dates quickly. Whereas clicking on the User Name field brings up a Profile Search tool in the Search Pane.

To search for transactions:

1. Select the Transactions tab;

The Transaction Search page appears.

2. Enter the appropriate Search Parameters;

These parameters are Date View, Account Types, Date From and Date To, User Name and Sort By (sorts the search results by a selected column)

3. Activate the appropriate status filter(s);

4. Click Search.

The resulting list of transactions is displayed.

Tips:

· When entering Date From and Date To, use the calendar which appears on the right of the screen.

· Do not make your search parameters too broad as this will retrieve an over-abundance of information.

· Use the search tool, which comes up in the Search Pane on he right, to get the appropriate User Name, if it is unknown.

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