The Transaction Details page provides a comprehensive, line-by-line breakdown of every transaction processed through your account. Instead of looking at high-level summaries, this report shows each payment individually, giving you a complete and accurate view of your daily sales activity.
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What features does it have?
The Transaction Details tab is designed to give you complete visibility and line-by-line accuracy over your transaction history. Every single charge, refund, or declined payment attempt is listed individually. This format makes it easy to audit specific customer interactions, track exact timestamps, and see the real-time status of any transaction on your account.
How do I use the Transaction Details page?
Filtering and searching your transactions
When you are looking for a specific transaction, you don't have to scroll endlessly. You can narrow down your results using the quick filters, advanced filters, or the search bar.
Using quick filters: For fast access, use the dedicated Date Range and Employee buttons located right at the top of your report to instantly isolate your data.
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Using advanced filters: Click the All Filters button to open a panel with five distinct filtering options:
Date Range: Filter your history using convenient presets like Last Week, Last Month, and Last 3 Months, or select custom start and end dates on the calendar.
Employee: Choose from a list of all current employees to see only the transactions processed by a specific team member.
Entry Point: Narrow your search by where the sale happened, such as the Helcim App, Helcim Card Reader, or Virtual Terminal.
Processing Account: Filter transactions by a single, specific merchant accounts that are under one Helcim login.
Payment Method: Sort your transaction history by type to view only your processed Purchase or Refund transactions.
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Using the search bar: Head to the top right corner of the page to search instantly. You can type in a transaction number, customer ID, inventory item, or other unique identifiers to find a match.
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Customizing your table layout
Every business tracks data differently, and you don't need a cluttered screen. You can adjust your table columns and layout by clicking the column customization button. This tool allows you to check or uncheck specific data fields so your report only displays the information that matters most to your day-to-day operations.
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Exporting your data
If you need to hand off your numbers to an accountant or build your own spreadsheet:
Set your desired date filters.
Click the Download button.
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Your system will instantly generate a .csv file containing all your filtered transaction data.
FAQs
Can I look up a transaction if I only have the customer's name?
Yes. You can type the customer's name or their unique customer ID directly into the search bar in the top right corner to pull up their complete payment history.
What is the difference between a quick filter and the All Filters button?
The Date Range and Employee filters have their own dedicated quick buttons on the main screen for fast access. Clicking All Filters simply opens up a panel containing those same two options, plus three additional criteria (Entry Point, Processing Account, and Payment Method).
How do I reset my filters if my list looks empty?
If you have filtered your data too narrowly and nothing is showing up, click the filter buttons again to clear your selections, or refresh the page to return to the default view.