Once you have created an Advanced Query, you can save it for future use, create a default query for quick reference, modify your query, or delete a query as needed. For information about how to create an Advanced Query for transactions, see Creating an Advanced Query for Transactions.
You can save a query for future use. This way, you can avoid the task of creating a new query each time you want to find specific PaymentNet data. You can access saved queries from the Query list.
To save a query:
Create and run an Advanced Query.
On the Transaction List screen, click Save Query.
In the text box, enter a unique name for the query.
Click Save.
A default query allows you to quickly sort through and identify the data you want to review. The query you set as the default automatically filters the data that displays on the Transaction List screen.
You can set a default query after you have created and saved an Advanced Query. For example, you might want to save an Advanced Query that filters transactions conducted on a specific date.
To set a default query:
Navigate to the Transaction List screen.
From the Filter By list, select a query.
Click Set as Default Query.
To edit a saved query:
Navigate to the Transaction List screen.
Click Advanced Query.
From the Query list, select the saved query.
Edit the query fields as needed.
Click Process to run your query.
To save your changes, see Saving a Query.
To delete a saved query:
Navigate to the Transaction List screen.
From the Filter By list, select the query you want to delete.
Click Delete Query.