How to create a custom view

If you would like to set up a custom view on your transactions page you can do this by following the steps below.

STEP 1
Select green lettering next to the current view and click Create new.

 

STEP 2  
Enter the name for the specific filter view and set up the headline filter.

 

STEP 3  
Select status you would like to see and add filters as needed.

 

Once the Save button is clicked the new view will become available at the drop-down list. If you would like to edit settings of the view you just need to select Edit view.

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