Accessing the Transaction Grid

On the Dashboard, select Transaction to access the Transactions grid.

Transactions display according the applied filter settings.
Default filters include the Scope filter that displays transactions created by the logged-in user and tasks assigned to the logged-in user.

Note: Transactions not created or assigned to the current user can also be viewed by the current user. For example, selecting the 'Completed' Transaction Status filter and entering a date range of 01/01/2018 – 12/31/2018 in the Closing Date filter will display all completed transactions closed in 2018 for all users.