Transaction summary page - custom grouping under all transactions

Hello Simon,

you can add transactions to groups (either manually or you can use dynamic query to select transactions based on name/location/etc.) then add the All Groups resource to the transactions summary page. You can then set view limitation (Customize Page) to configure view to show only specific groups.

Hope this helps,

Lukas

Hi Lucas

Im actually looking for something similar to the hierachical view that you can get on the NPM home page that uses groupings and a collapsable tree.  is there any way of doing this?

I'm afraid that currently the All transactions resource supports only simple grouping (by frequency/location/recording/status). If you would like to see a similar functionality as in the All Nodes resource please share your idea in the space.

Ah OK, thanks Lucas - I think our Account manager is going to raise it as a feature - I will ask them.  Just thought it might be something easy that I was missing