Summary
The Transaction Detail screen is used to display the transaction level details associated with a filtered list of historical transactions.
Step by Step
1 Open the Transaction Detail window (SA> Transaction Detail Display).
2 Filter the displayed transaction details.
- Enter the desired filter details in the search criteria fields. Click the Search button to populate the data grid below with the transactions that meet the specified criteria.
- To sort or export the transaction data displayed in the data grid, click the Ellipsis icon in the data grid header. From here you can toggle column grouping or export the data.
- Select a transaction and click TRANSACTION DETAIL to open the assessment record and view the transaction details.