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Dex - Using Filters & Exporting Transactions


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9 STEPS

1. The first step is to open Dex. and click the Transactions module on the left.

Step 1 image

2. Select the filters you need to export. Additional can be viewed by clicking More Filters

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3. In this example we will filter payment methods by clicking Methods.

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4. In this example we will filter payment methods by clicking Methods.

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5. After selecting applicable payment methods Click Update

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6. Now we will filter by approval response. Click Response.

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7. Click Approved.

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8. Now you can see all related transactions within a specified time frame using the selected filters.

To add summary totals to the data export a csv by clicking on the export button above the transaction grid.

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9. You can gain immediate access to up to 10,000 records using the export feature. Records over that amount can be accessed in the downloads section.

Step 9 image

Here's an interactive tutorial

https://www.iorad.com/player/1761385/Dex---Using-Filters---Exporting-Transactions

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