Drilling Into the Numbers

Plans: Pro

Every number in Transaction Insight can show you the transactions behind it. You don't need to build a saved search to check one.

Opening a breakdown

To see the transactions behind a number:

  1. Click a number, ring or card:
    • Total, Avg, Max, Min, Avg/max or Amount Anomaly opens the Last 12 Months Breakdown.
    • 30d share opens the Last 30 Days Breakdown.
    • Recency or Frequency opens the Last 7 Days Breakdown.
  2. Use Prev and Next to page through, 25 at a time. Click a column heading to sort.
  3. Click Back to return to the summary.

A breakdown starts with the most recent 100 transactions. To load them all, click Show all. To go back to pages, click Paged view.

Exporting a breakdown

Click Export CSV to download the breakdown. The file has the date, type, document number, amount, status and internal ID of each transaction.

Important: Export includes only what the breakdown has loaded. If there may be more than 100 transactions, click Show all before you export.

Opening a transaction from the list

  • Click the transaction type to open it in this tab.
  • Click the small icon next to it (Open in side panel) to open it beside your current transaction. In the side panel, ◀ and ▶ step through the rest of the list.