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How to save and use filters in the Transactions tab

Filtering transactions helps you get to what matters faster. Narrow results by type, status, approval, and more. Once you find a view you like, save it as your default so it’s ready every time you log in.

Filter transactions

You can filter transactions by Transaction type, Transaction status and Approval status. You can then save your selections as your default view.

Transaction type offers Card check, Purchase, Withdrawal, Refund, Top-up, Chargeback, Cashback, Wallet Debit, Wallet Transfer, SaaS fee, Purchase reversal, Refund reversal and Withdrawal reversal. Transaction status offers Completed, Pending, Declined and Reversed. Approval status offers Approved, Pending approval and Rejected.

Apply filters

  1. Click Filters at the top of your transactions page.

  2. Select the filters you want to apply, such as Transaction type, Transaction status or Approval status.

Your list instantly updates to match your selections.

Save as your default view

  1. Apply your filters.

  2. Click Set as Default.

Your chosen filters automatically appear each time you open the transactions page.

Pemo Power Tip: You can change or clear your default filters anytime by resetting them.

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