{"id":6168,"date":"2023-11-07T05:04:17","date_gmt":"2023-11-07T05:04:17","guid":{"rendered":"https:\/\/paybis.com\/blog\/?p=6168"},"modified":"2024-11-19T13:04:34","modified_gmt":"2024-11-19T13:04:34","slug":"paybis-portal-transaction-tab","status":"publish","type":"post","link":"https:\/\/paybis.com\/blog\/paybis-portal-transaction-tab\/","title":{"rendered":"How to Search for Transaction IDs Based on Payment Methods, Dates, and More?"},"content":{"rendered":"

Cryptocurrencies are bridging the gap between traditional fiat currencies and the future of money. With this transition comes the need for robust and user-friendly platforms that not only facilitate cryptocurrency exchanges but also offer tools for tracking and management.<\/span><\/p>\n

Enter the Paybis White Label On\/Off-Ramp<\/a>. Paybis is a cutting-edge platform that lets your business offer crypto to its users and gives your stakeholders a granular look into crucial metrics that drive business growth.<\/span><\/p>\n

Whether it’s for record-keeping, verification, or just peace of mind, being able to dive into transaction KPIs can make all the difference between growth and stagnation.<\/span><\/p>\n

This guide will walk you through the “Transactions” tab within the Paybis Partner Portal. By the end, you’ll be well-equipped to search for transaction IDs based on various parameters, including payment methods, dates, and more, ensuring that you’re always in the know when it comes to your digital assets.<\/span><\/p>\n

Navigating to the ‘Transactions’ Tab<\/span><\/h2>\n

\"Navigating<\/path><\/svg><\/a><\/picture><\/p>\n

The Paybis Partner Portal is designed to offer an intuitive user experience, placing essential tools and information at your fingertips.<\/span><\/p>\n

The “Transactions” tab is a centralized space where all transactional activities can be monitored and managed. It gives you a 10,000-ft view of all transactions and even lets you go down the rabbit hole for each transaction.<\/span><\/p>\n

Accessing “Transactions” from the Main Dashboard<\/span><\/h3>\n

Login to the Paybis Partner Portal<\/span><\/h4>\n

Start by logging into your Paybis Partner account using your credentials.<\/span><\/p>\n

Main Dashboard Overview<\/span><\/h4>\n

Once logged in, you’ll be greeted by the main dashboard.<\/span><\/p>\n

The main dashboard gives you an overview of profits, success rates, performance by countries, and more.<\/span><\/p>\n

Locate the ‘Transactions’ Tab<\/span><\/h4>\n

If you are on desktop, you will find \u201cTransactions\u201d on the top, closer to the center.\u00a0<\/span><\/p>\n

If you are viewing from mobile, click the hamburger icon on the top right and look for \u201cTransactions\u201d in the menu.<\/span><\/p>\n

Click and Explore<\/span><\/h4>\n

Click on the “Transactions” tab to open it.<\/span><\/p>\n

Here, all the information is systematically categorized to help you get a bird’s eye view of all transactions and go deeper into specific details when needed.\u00a0<\/span><\/p>\n

You’ll be presented with rows of transaction data, each detailing essential metrics such as the transaction ID, date, payment method, and more.<\/span><\/p>\n

Overview of Information Available in this Tab<\/span><\/h3>\n

The “Transactions” tab is more than just a list of transactions. It’s a comprehensive hub that offers:<\/span><\/p>\n