Thursday, May 16, 2019

Saved Search to Show Transactions executed VIA Credit Card

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Type = Transaction.

2. Name the search.

3. In the Criteria tab > Standard subtab, add the following filters:

  • Main Line = T
  • Payment Method : Choose the credit card types that you want to include in the report.

4. In the Results tab > Columns subtab, add the following fields (choose others based on your preference) :

  • Payment Method

5. Enter a Search Title

  6. Click Save & Run

 

 

 

 

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