How Do I View My Full Transaction History?

Transactions in the SwipeSimple Dashboard will automatically place a date filter of the last 90 days to ensure speed and immediate access to recent data. The dates selected will display in a chip above the upper left-hand corner of the transaction table. Clicking the 'X' on the filter chip will clear the date filter and reveal your full transaction history.

You may also adjust the date range set on your Transactions report to narrow down a specific period of time. To do so, click on the Filters button positioned to the left of the search bar, as shown below, then click on the Dates filter from the resulting drop down to set a date range. You can set a custom date range by choosing a Start and End date. When the small calendars appear, use the dropdowns above the left calendar to select a starting month and year, then click on a starting date. Next, use the dropdowns above the right calendar to select an ending month and year, then click on an ending date. Click the “Apply” button once you've made your date filter selection. 

Alternatively, you may also use the preset date options to the left of the calendars to view fixed date ranges.

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