To facilitate the location of specific transaction data, you can apply search conditions to filter the data.
What you should know
- Transaction data is made up of the following categories: Transaction, Items, People, and Time. Each category has a number of data types that can be searched for.
- You can search for multiple categories and terms.
- Special characters are allowed.
In the Filters section of the Transactions
task, click the Add () button, and then select Condition.
In the Add condition dialog box, do the following:
For case-sensitive search queries, select Match case.
- Press OK.
The search conditions are displayed in the Filters.
John Smith is an employee in the clothing and sports departments of a store. To generate a report that contains all transactions that he made in October 2019 for jackets worth more than $200, you would add the filters below:
|Data type||Condition||Search term|
|Item description||Contains word||Jacket|
|Total amount||Greater than||$200|
|Operator name||Equal to||John Smith|
|Start date and time||Between||10/01/2019 12:00:00 AM to 10/31/2019 11:59:59 PM|