View Saved Transactions

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager allows an administrator to view and update saved transactions.

To view the saved transactions, select Operations > Saved Transactions.

The transaction list displays the following details for each transaction:

  • Transaction ID
  • Tracking Code
  • Name of the form
  • Organization associated with the form
  • Time and date the form was opened
  • Time and date the form was saved
  • Name of the user and contact email
  • % Complete
  • Transaction Score
  • Space.
  • User’s OS/Browser.

To search the saved transactions by one or more criteria, specify the following settings and click Search:

  • Transaction text, or part of a transaction text.
  • Transaction Score.
  • Space
  • Start Date
  • End Date

Click Clear to reset the search criteria.

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

You can perform the following actions on a selected transaction:

  • Click Open Saved Form to allow an Administrator, with Submission Save Edit permission, to complete the form on behalf of a user.
  • Click View Receipt to view the receipt as a PDF file.

Next, learn how to view submitted transactions.