How to locate a transaction

1. Are you ready?
   
   In this tutorial we are going to learn how to locate a transaction created within a particular a date range.
   
   We will use the following parameters:
   

   From Date: 11/01/2024
   To Date: 11/21/2024
   Type: Sale
   
2. Log in to the system using your Username and Password.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
3. You can locate transaction using Transaction form, which is available at the following places:
   
   

   • Perspective => Console Perspective => Transactions
   • Perspective => Management => Merchant Perspective => Processing => Transactions
   • Perspective => Administration => Monitoring Perspective => Transactions

   
   You can choose any place you like.
4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
5. Click   Transactionsbutton in the top section of the screen.
   
   Note: On Merchant pespective, Transactions section can be found under Processing button, on Monitoring perspective - under Transactions button.
6. Choose   List  menu item  from the list.
7. Locate   Transaction Search  groupbox
8. Enter 11/01/2024 and 11/21/2024 into the Datedatebox
9. Select Sale in Typedropdown
10. Click   Findbutton
11. Locate   Transaction List  groupbox
12. Locate   Status  column to check the transaction status.

    screenshot
13. Click   View Transactionbutton next to the transaction you need to look through the transaction details.

    screenshot
14. Congratulations, you are done!
    
    You have learned how to locate a transaction. Let's proceed with generating transaction export report.

Console perspective   Merchant perspective   Monitoring perspective