How do I filter transactions by branch or type?

Where to find it: Sidebar → Transactions

Wollette Dashboard provides flexible filtering tools that let you quickly narrow down transaction records by date, branch, or both. This makes it easier to track activity, investigate specific sales, or prepare reports.

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Filtering by date

Steps

To filter by date, locate the date selector at the top of the transactions page and choose the date required.

What happens next

The transaction list will update automatically to show only results from that timeframe.

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Filtering by branch

If you have access to multiple branches:

Steps

1. Look for the Filter by branch.
2. Click or tap to open the list of branches.
3. Select the branch you want to view.

What happens next

The list will then show transactions for that specific location only.

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Filtering by type

Steps

1. Look for the Filter by type.
2. Click or tap to open the type of transaction you want to view.
3. Select the type you want to view.

What happens next

The list will then show transactions for that specific type only.

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