---
title: "Filter and search on the transactions table"
slug: "filter-and-search-on-the-transactions-table"
description: "Use the different search and filter options available to filter transaction data on the transactions table."
updated: 2026-01-21T20:53:48Z
published: 2026-01-21T20:53:48Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter and search on the transactions table

## Search

Use the column search field to filter table data by search terms.

1. Click on the search field at the top of the column.
2. Type your search criteria.

> [!NOTE]
> Note
> 
> The table dynamically filters data based on related letters as you type.

![Git showing the column search functionality.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/FD9A60AA-2C4D-434C-B04A-539FB1A84D62.GIF)

## Sort and arrange

Use the sort and arrange feature to organize the data in the transactions table, as needed.

1. Click on the column title to sort the table by **ascending ↑** or **descending ↓** alphabetical order in the column.![Gif showing the column sort functionality.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/3E019404-0041-4C46-B6A1-3E6A1E0F9558.GIF)
2. Drag column headers in the order you want them to display in the table.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/62F71C0E-AE59-4731-A5C3-793E3FEB495D.GIF)

## Group by

Use the group by feature to change how you view the transaction data based on selected groupings.

1. Drag and drop column headers from the table to the group by field to group the data in the table based on the selected columns.

![Gif showing the group by functionality.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/379E740D-054E-4384-B6A1-1B6BC5676D90.GIF)

## Filter by column

Use the filter option to customize what data displays in the transactions table.

1. Click on the column filter option.
2. Select the data you want to display from that column.
3. Click **OK**.

![The filter option, check boxes, and Ok button highlighted to depict what you select for filtering.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(246).png)

## Filter builder

Use the filter builder to customize the data that displays in the transactions table based on specified criteria.

1. Click **Create Filter** at the bottom of the transactions table.
2. [Use the filter builder](/v1/docs/using-filter-builder-to-create-criteria) to filter transactions.
3. Click **OK**.

![Example of conditions and operators added to the filter builder.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(249).png)

## Filter by payee

Use the payee drop down to displays all transactions the payee is assigned to.

1. Click the payee dropdown.
2. Search and select the payee you want to filter by.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(527).png)

## Filter by time period

Use the time period drop down to filter transactions based on a period of time.

1. Click the time period dropdown.
2. Select the time period you want to filter by.

![Time period dropdown.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(528).png)

## Column chooser

Use the Column Chooser to customize what column data displays in the transactions table.

1. Click **Column Chooser.**
2. Drag and drop column headers to and from table and the **Column Chooser** window.

![Example of moving columns between the table and the Column Chooser.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/9904C101-D8BB-475D-B407-E4C115E805A5.GIF)

## Refresh

Use the refresh option to ensure you are viewing the latest transaction data.

1. Click **Refresh**.

> [!NOTE]
> Note
> 
> The table may take a few seconds to pull in the latest data and reload.

##