Filtering transactions

Note: Ensure that full access permission is provided to Deal Management.

To filter the transactions, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the required deal.

3.

On the left navigation menu, click Transactions.

4.

On the Transactions page, click Filters.

You can view specific transactions using the following filtering options.

i

Date Range

ii

Transaction Type

iii

Account