Transaction Overview

The Transaction Overview page in Polaris provides a comprehensive view of all transactions for the currently selected entity. It offers robust filtering, sorting, and display customization options.

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You can find detailed information about the attributes on the Transaction Details page.

Transaction Display

• View all transactions associated with the selected entity.
• Transactions appear in a structured table with pagination for easier navigation.

Filtering Options

• Date Range Filtering:

  • Select a custom date range to refine the transaction list.
  • Use predefined filters, ranging from Today to All time.

• Column-Based Filtering & Sorting:

  • Click the filter or sort icon next to any column header to refine or reorder data.
  • Sort transactions in ascending or descending order based on column values.

Display Customization

• Personalize the transaction table to highlight key attributes:
  • Add or remove columns to tailor the view.
  • Rearrange columns by dragging and dropping them to your preferred position.
  • Preferences are not saved at this time.