Data Overview

The Data Overview displays transaction data including fees, which can also be downloaded as statements from the portal. If the user also has monthly statements, they can switch between the Daily and Monthly tabs. The overview allows quick searching by refernce number by typing it into the search field.

transaction search

Using the Filter, data can be filtered by MID, TID, post date, transaction date, scheme, or currency.

transaction filter

The table, extended with additional data, can be exported by clicking the Export XLS button below the table.