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View a Customer’s Transactions History

1. Navigate to the customer's Transactions for (customer) screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

   2. Select a Customer.

      

   3. Select Customer Admin > Transactions from the main menu to display the customer'sTransactions for (customer) screen.

   

2. Select onscreen options to determine which transactions are displayed on the screen:
   • Filter by Date:
     Enter starting and ending dates in the Date Range fields to display only transactions from a specific time frame.
   • Sort and Filter Onscreen Data.

3. If desired, click a transaction to display its Transaction Detail record.

   

   Note: Double-click the record to close it.

4. Click the tab's Close button to close the screen.