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38

Transactions: Activity Center Overview

Using Filters

What appears on the Activity Center can be customized using various filters.

You can also choose up to six columns to display, so you can swiftly find what

you’re looking for each time.

Creating or Deleting Custom Views Using Favorites

After applying specific filters, you can save that view of the Activity Center to

Favorites, making it easier and faster to search, print or export transactions.

You can always delete Favorites if they are no longer useful.

In the

Transactions

tab, click

Activity Center

.

1.

Apply filters and click the “Favorites” link.

2.

Click the

+

icon to create a new favorite template.

3.

Enter a name for your new custom view.

4.

Click the

Save

button when you are finished.

5.

Click the

X

icon to remove a custom view from your Favorites.

In the

Transactions

tab, click

Activity Center

.

1.

Click the

Filters

icon to create a custom view of your transactions.

2.

Create a custom list of transactions using these filters.

3.

Filter the type of transaction you are looking for using the “Transaction Type”

drop-down. Column names with check boxes appear. Select up to six boxes.

4.

Click the

Apply Filters

button when you are finished.

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