Saved Searches in iQ Pro

What to Do Before Creating Your First Saved Search:

• • Before creating a saved search, it is recommended to create a default saved search for “Today’s Transactions”. This way, if you click on a saved search, you will be able to easily navigate back to “Today’s Transactions”
• • Select Reporting > Transactions

• • There is a default filter of “Created Date Range” which is preset to the last 24-48 hours of transactions
• • Click on the drop-down next to “Filter Search Options” and select the filter for “Created Date”

• • Select “Today” from the next drop-down so the filter shows as “created date since today”
• • Then, click the red X button next to the Created Date Range filter to remove the default filter

• • Press “Search”

• • Click on the blue heart icon to the right of the “Search” button to save the search filters

• • Next, enter a name for the saved search and press “Save”. In this example, we entered “Today’s Transactions”

• • After pressing “save”, a blue button with the title you gave the saved search will appear above the transaction filters. In this example, you will see that the “Today’s Transactions” saved search button appears above the transaction filters.

• • Saved searches will also appear within the “Filter Search Options” drop-down menu

How to create a Saved Search:

• • Select the filters you would like to apply to the transactions list by clicking on the “Filter Search Options” drop-down menu (For example. Select the search filter option “Type”)

• • Then select or fill in the necessary field details
• • For example, select “authorize”

• • After you have selected the filters for the search, press “Search”
  • • Tip: Selecting “Filter Search Options” will filter the transactions, but will not add a column showing that filter details (Example: “Username”) In order to add columns to the table view, you will need to create a new Table View custom report (custom output). To learn how to create custom outputs, check out the following article:
    iQ Pro – Custom Reporting

• • Next, click on the blue heart icon to the right of the “Search” button to save the search filters

• • Then, enter a name for the saved search and press “Save”. In this example, we entered “Authorized Transactions”
• • Lastly, press “Save”

• • After pressing “save”, a blue button with the title you gave the saved search will appear above the transaction filters. In this example, you will see that the “Authorized Transactions” saved search button appears above the transaction filters.
• • • Tip: Saved Searches are made available across the entire merchant account and are not user specific

How to Delete a Saved Search:

• • Select Reporting -> Transactions

• • Click the blue heart icon to the right of the “Search” button

• • Next, select “Show List” to view a list of all saved searches

• • Then, click the red X button next to the saved search that you wish to delete and the saved search will be deleted