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Overview

The transaction page on DOKU Dashboard has undergone an upgrade with a lot more exciting features. All transactions can now be viewed in one page, where you may also export these transactions into an excel sheet. You will notice a new page that will be seen in the menu named “Transaction” under the Report tab. The following is a list of upgrades that you may find on this page:

Feature
Description
Transaction Summary
This feature provides a comprehensive overview of the total number of transactions and the total transaction amount for a specified date range. Users can quickly and easily view key transaction data and monitor the overall health of their payment processing system.
Extensive Filters
This feature enables users to filter transaction data using a variety of specific criteria. Users can apply filters based on transaction date, payment method, customer information, transaction status, and more. With extensive filtering capabilities, users can easily find the data they need and make informed business decisions.
Transaction Sorting
This feature allows users to sort transaction data by column, ascending or descending order. Sorting options include transaction date, payment amount, customer name, transaction status, and more. With this feature, users can quickly find the data they need and organize it in a way that makes sense for their business needs.
Scheduled Report
This feature allows users to automatically export reports in an Excel format on a chosen schedule, whether it's daily, weekly, or monthly. Users can select the specific data they want to include in the report and customize the report's layout and format. This feature saves time and effort by automating report generation and delivery.
Custom Report
This feature enables users to export transaction data in an Excel format based on the chosen rows in the transaction table. Users can select specific rows of data and customize the report's layout and format. With this feature, users can generate custom reports tailored to their business needs and export the data they need in the format they prefer.


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