Selecting fields for the transaction widget - Transaction Finder 3.2.0.0

Transaction Finder Plugin Guide 3.2.0.0

Applies to
Transaction Finder 3.2.0.0
Last updated
2022-05-05
Content type
Guides > Plugin and extension guides
Language
English
Product
Transaction Finder
Version
3.2

To view and export individual transactions from Security Desk, you must create a template to define which fields are shown in the widget and included in the exported transaction.

What you should know

The data that is selected will appear in the dashboard of the following Security Desk tasks:
  • Monitoring
  • Transactions
  • Item transactions

Procedure

  1. From the Config Tool home page, open the Plugins task.
  2. Select the Transaction templates plugin role from the entity browser, and click the Transaction widget tab.
  3. (Optional) To view transactions from federated systems using the transaction widget configured on your Federation™ host, in the Transactions section, switch the Override federated transactions slider to ON.
  4. In the Headers section:
    • Click the Add () button.
    • In the Add field dialog box, select the data to show in the header of the report.
    • Click OK.
  5. In the Columns section:
    • Click the Add () button.
    • In the Add field dialog box, select the data to show in the columns of the report.
    • Click OK.
  6. In the Footers section:
    • Click the Add () button.
    • In the Add field dialog box, select data to show in the footer of the report.
    • Click OK.
  7. Click Apply.

Results

The selected headers, columns, and footers are displayed in the Preview section.

Example

NOTE: The buttons in the Preview section do not function.