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    APP

    Transaction Search

    Report Tool


    How it works

    The Transaction Report is a powerful and useful search tool allowing site Admins to keep tabs on any changes made across their system.

    This tool allows Admins to clearly see what changes were made, when they where made and who made them. Having this clarity allows for better information management as specific changes can be tracked along with having the ability to pick and choose what information is relevant to you.

    The Transaction page is located under Admin towards the bottom of the main menu. Under admin, Click on Logs to open up the page to the Transaction search tool.

    clicking on admin tabTransactions Tab


    Initially the page will not have any information displayed until you enter some information into the 'Since' and 'Excluding Classes' fields and click search. Entering no data or leaving the fields blank and clicking search will return all information for today only.

     

    Transactions report page layout

     

    Transaction Report Layout

    The information requested when a transaction search is undertaken will be displayed into four main columns consisting or Trans ID, Who, When and Reason.

    Each Column Displays

    1. Trans ID - Transaction number

    2. Who - The specific user that made the update or change, eg: Admin, User1 or User2 etc

    3. When - When the change was made, eg: 24 2017, 10:30

    4. Reason - The reason for the update, change or modification, eg: record modified

     

     Transactions Report Table format

     

     The Since Field

    The since field is a major part of the Transaction search tool allowing users to specify what time they want to be displayed. Entering today's date will display all items from 12pm or 00:00 in the morning till the present time. The time is then displayed in the 'When' field in 24 hour time. If you wish to be more specific on the time in which changes where made then entering a time after the date will allow changes from then onward to be displayed.

    eg: 24 Nov 2017 10:40

     

    Date Infomation

     

    Entering a date from a few months back will result in a similar return to that of entering today's date. The search will display all items from the entered date until the present. If there is more then 1000 results a next page button will appear at the bottom of the page.

     

    Next page button 

    Entering an invalid date will result in a popup to notify you that your search didn't go through. It will display which field is wrong and why. In the case shown below, the date was in the future so an error popop came up on the screen telling me of the issue.

     Example Date and result


    The Excluding Classes Field

    Excluding classes Field is the second major part of the Transaction tool. Entering information in this field in the form of a class will extract that result from the information displayed on search. This allows the user to remove information that isn't relevant to them. In the case below, I don't want to see sessions so i add 'session' to excluding classes. That key class is then not displayed in the results below.

     

    example exclude classes

    You also have the ability to exclude multiple classes by separating each class with a ,

     

    Exclude classes format


    Trans Id

    Clicking on Trans Id will open a new tab showing more in-depth information on the specific item.

    Example of Transaction Id