Customize and filter your transaction view

Are you looking for a specific transaction in a sea of payments? Do you want to see only the details that matter most to your business? Your Helcim account offers powerful tools to customize and filter your transaction list, making it easy to find precisely what you need.

This article will show you how to tailor your transaction view, search for specific transactions, and apply advanced filters to get the most out of your transaction data.

Customize your transaction list columns

Your Helcim dashboard allows you to personalize the columns displayed in your transaction list. This means you can choose to see more or fewer details at a glance, focusing on the information most relevant to your workflow.

To customize which columns are displayed:

• Click the Column settings icon (represented by the three horizontal slider lines) at the far right of the table headers.

• Select or de-select the columns you would like to view, such as Status, Type, User, Contact Name, Business Name, Card Type, Cardholder Name, Batch no, etc.

Search for a transaction

Finding a specific transaction among many can feel like searching for a needle in a haystack, but with Helcim's search options, it's a breeze! You can quickly narrow down your results using the search bar.

To quickly search for a transaction:

• Use the search bar to find transactions by customer name, cardholder name, amount, or the last 4 digits of the card number used. If a transaction matches your criteria, it will appear in the transactions list below.

Filtering your transactions list

Finding a specific transaction in a sea of daily sales shouldn't require a computer science degree. We’ve designed our dashboard filters to help you slice and dice your transaction history quickly, so you can get the exact information you need in just a few clicks.

At the top of your Transactions list, you will find five straightforward filter buttons:

• Date: Click this button to narrow down your list to a specific day, week, month, or custom date range. It is the fastest way to pull up yesterday's sales or review transactions from a past weekend.

• Status: Use this dropdown to sort transactions by their current state. You can filter for Successful payments, pending holds, or quickly isolate Declined transactions to review human-readable error details.  

• Method: This filter lets you sort transactions by how your customers paid. Instantly separate your credit card sales from bank payments (ACH) or other tender types.  

• User: If you have team members running transactions, use this dropdown to filter sales processed by a specific staff profile—perfect for balancing individual shift registers.

• All filters: Need to get highly specific? Click the All filters button (represented by the three stacked horizontal filter lines) to combine multiple search criteria at once and pinpoint exactly what you are looking for.

Next steps

Now that you're a pro at customizing and filtering your transaction view, you might want to export this data for accounting purposes or to review past invoices.

• Discover how to export your transaction data for record-keeping.

• Learn how to view invoice transactions and add notes.