Managing content
Each column is the equivalent of a Header record in the Transactions report.
The merchant can:
- change the order of the columns,
- add or delete a column,
- add or delete all the columns in one action,
- import the column configuration of the captured transactions tab.
Caption | Icon | Description | Caption | Icon | Description |
---|---|---|---|---|---|
1 | Move this field toward the bottom of the window | 5 | Add all the columns to the report | ||
2 | Move this field toward the top of the window | 6 | Delete all the columns from the report | ||
3 | Add the selected column(s) to the report | 7 | Import the column configuration of the captured transactions tab | ||
4 | Delete the selected column(s) from the report | 8 | Swap the workspace report configuration with the active report configuration |
In order to reverse the column order:
This action is only available from the Columns to display in the report field.
- Select the desired tab: Workspace report settings or Active report settings.
- Select the desired column. You can select several columns by pressing the CTRL button on your keyboard.
- Click on the (1) icon to move the column/s downwards.
- Click on the (2) icon to move the column/s upwards.
- Click Save.
To delete one or several columns:
This action is only available from the Columns to display in the report field.
Attention: certain columns will not be moved to the Available columns and will be deleted! A confirmation message will appear to notify you.
- Select the desired tab: Workspace report settings or Active report settings.
- Select the desired column. You can select several columns by pressing the CTRL button on your keyboard.
- Click on the (4) icon to delete the selected column/s.
- Click Save.
To delete all the columns in one action:
This action is only available from the Columns to display in the report field.
Attention: certain columns will not be moved to the Available columns and will be deleted! A confirmation message will appear to notify you.
- Select the desired tab: Workspace report settings or Active report settings.
- Click on the (6) icon below Columns to display in the report.
- Click Save.
To add one or several columns:
This action is only available from the Available columns field.
- Select the desired tab: Workspace report settings or Active report settings.
- Select the desired column. You can select several columns by pressing the CTRL button on your keyboard.
- Click on the (3) icon to delete the selected column/s.
- Click Save.
To add all the columns in one action:
This action is only available from the Available columns field.
- Select the desired tab: Workspace report settings or Active report settings.
- Click on the (5) icon below Available columns.
- Click Save.
In order to import the column configuration of the captured transactions tab:
This action is only available from the Columns to display in the report field.
- Select the desired tab: Workspace report settings or Active report settings.
- Click on the Import columns icon (7)
- Click Save.