Transaction Search

You can extract the historical data using the following:

  • System Date: SPMS System Date.

  • General Date: Current PC Date.

  • User: Selected user who posted.

  • From Date: Date Period Selection.

  • Module: Module transaction posted.

You can sort the search results by clicking the column header or using one of these options:

  • Sort Ascending / Descending

  • Sort Descending

  • Group By This: Group selected columns. If more than one column is selected, it further groups the next column header and displays them in a tree view.

  • Group By Box: Hides the tree view panes above the column header.

    Column Chooser: Permit you to select additional columns such as Posting ID and Origin.

  • Best Fit: Auto fit the column width.

  • Filter Editor: Customizes selection by field name, date selection, or user ID by using controls such as Equals to, Is Greater Than, and others. Multiple selections are possible with the Filter Editor.

    Figure 24-11 Filter Builder


    This figure shows the Filter Builder