Learning to use the search feature effectively on the events page is very easy when you get the hang of it.
The search bar allows you to search through any of the text data in the receipts.
These three toggles allow you to show or hide the different types of events that are present in the events page.
Our first event type is a transaction - represented by the green circle and the dollar bill.
Our second event type is a motion event - represented by the blue circle and the stick man.
Our third event type is a saved event - represented by the yellow circle and the bookmark.
Toggling the different types of events on and off will just hide or unhide them. It will not remove them from the events page permanently.
The search bar allows you to find content within the receipts as long as it matches exactly. You can add multiple search items in the search bar as well.
Search by POS:
If you are looking for transactions from a particular POS, make sure to know exactly what it is called by looking at the bottom of your receipts - here transactions from the drive thru payment POS can be found by typing DTP into the search bar because that is what the POS is named in the Solink system.
Search by payment method:
If you are looking for transactions with a specific method of payment, use the exact terms for the payment type and plug that into the search bar. Here, cash payments are signified with Paid Cash:
Search by line items/keywords:
If you are tracking sales of a specific item, using the search feature for that item or that type of item is a perfect way to refine your search. Here we are tracking coffee sales - specifically double doubles and dark roast.
Searches with # - Advanced Searches
The # filter is a powerful tool that can refine your searches even more using < or > on numerical data on the receipts.
Here, I'm searching for any transaction that have more than $20 in change - the search for this specific criteria is # change due: >20.
The search tool is powerful and will allow you to narrow which transactions you look at for investigations or finding a specific transaction.
If you would like to keep a search for later use or to create live notifications/digests with the search - you can learn how to here