> For the complete documentation index, see [llms.txt](https://docs.xplorpay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xplorpay.com/merchant-portal/merchant-portal/core-features/managing-transactions.md).

# Managing transactions

The **Transactions** feature in the Merchant Portal allows users to view, search, and export card transaction details across all terminals. It provides a comprehensive view of transaction activity, helping merchants track payments, refunds, and settlements efficiently.

### **Key features** <a href="#key-features" id="key-features"></a>

{% stepper %}
{% step %}
**Filter transactions**

* Users can filter transactions by Transaction Date, Settlement Date, or No Date.
* Additional filters allow searching by minimum/maximum amount and the last four digits of a card number.
  {% endstep %}

{% step %}
**Advanced search options**

* Clicking "Adv. Filters" expands additional criteria for refining search results.
* Users can quickly find specific transactions without manually reviewing all data.

<figure><img src="/files/jzQpUleSkmDfSNOrBmie" alt=""><figcaption><p>Screenshot: Card transactions</p></figcaption></figure>
{% endstep %}

{% step %}
**Manage columns**

* The "Manage Columns" option lets users customize their transaction view.
* Users can enable or disable fields such as Transaction ID, Type, Status, Card Details, Amount, Tip, Response Code, Batch, and more.

<figure><img src="/files/YFpnTFqN1WwkHPTKm7YR" alt=""><figcaption><p>Screenshot: Manage columns</p></figcaption></figure>
{% endstep %}

{% step %}
**Clear and search functionality**

* The "Clear" button resets all filters, allowing users to start a new search.
* The "Search" button retrieves filtered transaction results instantly.
  {% endstep %}
  {% endstepper %}


---

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