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Sorting, Filtering and Downloading

Customized Data Views

The following sections can be sorted, filtered and downloaded:
• Payments
• Transactions
• Invoices
• Customer Vault
• Recurring Payments

Sort, Filter and Download to CSV

  • To Sort, click the column header to sort by the information in that column. Each column first sorts ascending, either alphabetically, by date or by amount. Clicking the column a second time will sort the data descending
  • To Filter, click the red filter square Filters to open the filter menu. Enter the information you want to filter by then click Filter Results. Click Clear to clear the filters.
  • To Download to CSV, depending on the screen either click More Actions then click Download to CSV or click Download to CSV.