---
title: "How to Find Transactions Using Workspaces"
canonical: "https://bizcore.refined.site/space/BCKB/1955233851/How%20to%20Find%20Transactions%20Using%20Workspaces"
format: markdown
---
> Macro (toc)

# **Overview**

This guide will explain how users can find transactions, use filter options to help refine search results, save the filters for future use, and download the results of a search as a .CSV document.

---

# **Accessing the Workspace**

From anywhere in the Biz Core subscription use the sidebar to navigate to the required workspace. To find transactions simply click on **Workspace → Transactions**.

![accessing-transactions-workspace.gif](media://e2011e1b-cbb6-4aa7-a367-2a1c0316c659)

# **Applying Filters**

To assist with locating specific Transaction records users have the option of applying filters. As they open a Workspace, the Filter pane will be ready to use, simply input information into the text fields, and utilise specific dropdown boxes to help narrow down the search results:

![image](media://bebb1953-283d-4dec-85cc-8281f2fbf582)

Users are free to use as many or as few filters as they like, once they are happy with the criteria, click the **SEARCH** button.

Importantly, in the Transactions Workspace users can select between the Transactions and Scheduled Transactions tabs to search records of either future or past transactions:

![image](media://b4bac942-dc70-48e6-9c32-3a3c0d764a96)

## **Filter Examples**

There are several interesting examples of filter options available:

- **Min and Max**: Enter a minimum and/or a maximum dollar value to filter Transactions based on their amount.
- **Transaction Status**: Clicking on this dropdown box will allow users to select one or more specific status' when applying filters to a Transaction search, including Pending, Refunded, Complete and Declined.
- **Source Type**: Opening this dropdown box will give users the option of including or excluding certain payment sources when searching Transactions.
- **Search for Tags**: Users can find Transaction records based on tags they have previously affixed.

# **Saving Filters**

To save a filter configuration for future use, simply click on the **Plus** :plus: icon inside the filters pane, input a name and click **SAVE**:

![image](media://5183b9ee-2c1f-40b1-93ce-0292d768f858)

Users can reapply the filter any time, by hovering over the **Menu** icon and clicking on the saved filter they want to use:

![image](media://711ce8e9-39de-4ec8-9c33-f6cef0c4c258)

# **Navigating Results**

Results are ordered by most recent transaction.

After clicking the **SEARCH** button in the Workspace, a list of results will appear underneath the Filters pane, allowing users to navigate through, each Transaction record returned by the search will also allow users to perform actions on them by clicking their respective Icons:

![image](media://2ae857bd-dc56-41fd-a277-da77e1484b5e)

# **Downloading Results**

To download the results of a Transaction search, hover over the **Actions** **≡** icon and click on the **Download CSV **⬇️ button. The requested .csv will be downloaded to the users device:

![downloading-transaction-report-search-results.gif](media://e1eb5c7c-cd7b-446f-b8ba-b7704fe796e2)