{"id":623,"date":"2022-02-25T08:44:34","date_gmt":"2022-02-25T08:44:34","guid":{"rendered":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/?p=623"},"modified":"2023-04-25T00:29:15","modified_gmt":"2023-04-25T00:29:15","slug":"filtering-a-report","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/filtering-a-report\/","title":{"rendered":"Filtering a report"},"content":{"rendered":"\n<div class=\"notice\"><strong>Note:<\/strong> If you have multiple merchant locations and you want to filter your reports by location, provide your Merchant Number in your filters. <\/div>\n\n\n\n<p><strong>Step 1.<\/strong> From the Reports screen, navigate to the report you want to view, and then click <strong>View Report<\/strong>.<\/p>\n\n\n\n<p><strong>Step 2.<\/strong> Click <strong>Filter<\/strong>.<\/p>\n\n\n\n<p><strong>Step 3. <\/strong>Complete the fields that you want to include in your filters.<\/p>\n\n\n\n<p><strong>Step 4.<\/strong> Click <strong>Apply<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Saving your search filters<\/h2>\n\n\n\n<p><strong>Step 1.<\/strong> Click <strong>Save<\/strong>.<\/p>\n\n\n\n<p><strong>Step 2.<\/strong> In the<strong> Filter Name<\/strong> field, enter the name you want to use to save your search filters.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-content\/uploads\/sites\/6\/2022\/02\/SavedFilter.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-content\/uploads\/sites\/6\/2022\/02\/SavedFilter.png\" alt=\"\" class=\"wp-image-633\" width=\"763\" height=\"168\"\/><\/a><\/figure>\n\n\n\n<p><strong>Step 3. <\/strong>Click <strong>Save<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Using a search filter that you have saved<\/h2>\n\n\n\n<p><strong>Step 1.<\/strong> Click the<strong> Saved Filters<\/strong> icon <img loading=\"lazy\" decoding=\"async\" width=\"36\" height=\"32\" src=\"https:\/\/lh5.googleusercontent.com\/Jy0VnOP6H2WJrlfWUwY73Qe860Ve7gd8Cnp3LEF4qq9I7pLrdZ7WtReBtY-Rc6Z7GNpwa4PJoNapFoFnn7WDCipzUE_B_6MrKA-D6bFK26g8KQ_IcmDnlQ_3d-MzfJK7Xfjit-3Y\">.<\/p>\n\n\n\n<p><strong>Step 2.<\/strong> Select the saved filter you want to use for your search or use the search bar to search for a saved filter.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-content\/uploads\/sites\/6\/2022\/02\/Reporting_Saved-filters.png\" alt=\"Example of Saved Filters list. \" class=\"wp-image-625\" width=\"452\" height=\"122\"\/><\/figure>\n\n\n\n<div class=\"notice\"><strong> Note:<\/strong>To clear your filters, click <strong>Clear All<\/strong>.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Note: If you have multiple merchant locations and you want to filter your reports by location, provide your Merchant Number in your filters. Step 1. From the Reports screen, navigate to the report you want to view, and then click View Report. Step 2. Click Filter. Step 3. Complete the fields that you want to [&hellip;]<\/p>\n <a href=\"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/filtering-a-report\/\" class=\"more-link\" title=\"Read More\">Read More<\/a>","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[93,91,97,98],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/623"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/comments?post=623"}],"version-history":[{"count":4,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/623\/revisions"}],"predecessor-version":[{"id":634,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/posts\/623\/revisions\/634"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/media?parent=623"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/categories?post=623"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/merchantportal\/wp-json\/wp\/v2\/tags?post=623"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}