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Merchant Services Transaction Search

December 2, 2024

Description

How to search for transactions using quick search, using filters, or by phase

What's in this article?

Search for authorization and settlement data using quick search, filters, or by phase. You can use default date ranges, or use custom date ranges to access a maximum of 3 months of data at a time.  

Free-text search

With free-text search, you can search for transactions against the most-used search fields. The list of supported fields are available in the Help section under the free text search. Search criteria might be present in multiple fields. For example, a search of the value "Austin" could result in search results with "Austin" in Billing First Name and Shipping First Name. For the more refined searches, use advanced features in the Search toolbar.

NOTE:
Free-text search is a prefix based partial search that searches for the first three letters of any of the search fields. This is not a wildcard search.  

Link to guided demo

To use free-text search
  1. In your online banking Merchant Portal, select Transactions from the left navigation menu.
  2. Enter your search text in the Quick Search text box. A minimum of three characters is necessary for this search.
  3. Click on the Date Range filter dropdown to select a custom date range up to three months maximum. A date (or date range) is always required and defaults to the past seven days.
  4. Click the Search button. The transactions meeting your search criteria will be displayed.

Search using filters

You can search for transactions against specific fields using the search toolbar. To help narrow down your search results further, you can add multiple search filters.

To add a filter to your search
  1. In the search toolbar, click Add Filter and choose a filter category from the list.
  2. Enter specific text you want to look for within the filters. You might need to select additional subcategories based on your selection.
  3. Repeat Steps 1 and 2 to add additional filters to the search, and press Enter. There is no limit to the amount of filters that can be selected.
  4. Click the Search button. The results of your search display in the Transaction List.
To filter search results

For every search query, the results are shown in the Transaction List and the total number of results is shown in the Search toolbar. But you may also want to refine your search even further within the Transaction List. 

  1. Enter your search text in the text box which you want to filter and press Enter. The transactions meeting your search criteria will display. This is a prefixed based partial search. There is no limit to the maximum number of transactions returned. 
  2. Use the filters to narrow from the million to a few transactions.

Save a search

You can save a set of search criteria so that you can run the search again at any time with a single click. If you search for transactions based on the same search criteria frequently, you can also set it as the default, and the dashboard will automatically generate the search when you access the Transactions page. You can also rename or delete a saved search as needed. 

Saved searches are by User ID. If an associate changes their view to that of a merchant, they can help a merchant create a saved search and the merchant will be able to use it.

 To save a transaction search
  1. In the left navigation panel, click the Transactions icon.
  2. Click Transaction List. The Transaction List page opens. Note: If you have already designated a default search, results for that search appear in the Search Results.
  3. Add the search filters you would like to save.
  4. Click the Search button. 
  5. Once Search Results populate, select Actions > Save_New in the Saved Search Options section.
  6. Enter a name for the search in Saved Search Name.
  7. Click Save.
To view your saved searches
  1. In the Saved Search Options section, select the saved search to open from the Saved Searches List dropdown. 
  2. Once opened, from the Actions dropdown, you can do the following:
    • Click Overwrite to save over an already existing saved search. 
    • Click Set Default to set the search as default. The search will automatically load the next time you access the Transactions page.
    • Click Rename to change the name of the search without changing any search criteria.
    • Click Delete to remove the search from your saved searches list. Transaction data is not affected by deleting saved searches.
To edit the Transaction Search Layout

Customize the search result layout

You can customize your Transaction Search results layout to your liking. You can add/remove columns and reorder columns to suit your needs.

  1. Click Edit Columns.
    • Add or Remove Columns: Choose the columns you'd want to see in the results page.
    • Reorder Columns: Place your cursor over the heading name of the column you want to move. Drag the column to its new location.
  2. Click Save to save your changes.

Search by phase

This search enables you to view and manage transactions in any phase of the processing cycle. The phase that you choose determines which actions are available to further process a transaction. There are four phases that can be searched using this method. You can use the Transactions by Phase search to filter for transactions and perform bulk actions on them. You can export the results to a local file as well as hide the transaction from future searches. Learn more about searching by phase to find transaction exceptions that need review and how to settle or reverse an authorization needing review.

Secure Acceptance transaction search

Use this search to find and review details for transactions processed through Secure Acceptance. The search filter defaults to the current date, but you can include up to the previous six months of transactions, as well as filter by the following values:

  • Account Suffix
  • Last Name
  • Merchant Reference Number
  • Transaction UUID
  • Request ID
  • UUID/Merchant ID (available for reseller users)
To search for Secure Acceptance (e-commerce) transactions
  1. Log in to your Merchant Services account in Business Advantage 360 online banking. 
  2. In the left navigation pane, select Transactions > Secure Acceptance Transaction List. The Secure Acceptance Transaction List page appears.
  3. Choose the date range for your search and click Search.
  4. If desired, click Add Filter to add a filter, type in the specific value, and press Enter.
    • To view the Details page, click the Request ID of the transaction.
    • To view the logs for a particular transaction, click the View icon to open the Secure Acceptance Transaction Details panel. 
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