Search and filter transactions – Proof Help Center

The Proof Help Center article explains how organizations can efficiently locate specific transactions by using the Transactions view's search box to enter names, emails, or transaction IDs, and by applying multiple filters—including status, transaction type, and date range—while noting that searches apply only to the current view (either "Created by me" or "All transactions").

Search and filter transactions

Audience: Organizations

The short answer: Use the search box and filter dropdowns in your Transactions view to quickly find specific transactions by name, status, type, or date.

How It Works

To access your transactions, click Transactions from the left navigation menu. The view defaults to Created by me — a list of transactions you created. Click All transactions from the left menu to find transactions created by your team.

Transactions left menu showing Created by me and All transactions options

Ways to Find Transactions

Search

Use the search box above the transactions list to type the name, email address, or transaction ID associated with the transaction you're looking for.

⚠️

Searching only returns results for the current view. To search all transactions — not just your own — select All transactions before searching.

Transactions list showing the search box and filter dropdowns, including Organization and Cost Center

Filter

Use the dropdown menus to filter transactions. Multiple filters can be applied together to narrow results.

Use the Status dropdown and check the box to show all transactions with the selected status(es).

Status filter dropdown showing selectable transaction statuses

Use the Transaction type dropdown and check the box to show transactions of the selected type(s).

Transaction type filter dropdown showing selectable transaction types

Use Date created to select a relative timeframe, or select Custom to choose a specific date range.

Date created filter showing relative timeframe options and Custom selection

Use Date completed to select a relative timeframe, or select Custom to choose a specific date range.

Date completed filter showing relative timeframe options and Custom selection

Use the Organization dropdown to narrow results to transactions tied to a specific organization.

Organization filter dropdown showing a searchable list of organizations with parent-child hierarchy

Use the Cost Center dropdown to narrow results to transactions tied to a specific cost center.

Summary Checklist

Click Transactions from the left navigation to open your transactions list.
Select All transactions to search or filter across your entire team's transactions.
Use the search box to find a transaction by name, email, or transaction ID.
Use Status, Transaction type, Date created, Date completed, Organization, or Cost Center filters — alone or in combination — to narrow results.

Still Unsure?

Our support team is happy to help. Submit a support request or chat with us from any page in the app.

Updated 1 month ago

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