Viewing Transactions

How to View Transaction History

This guide explains how to view and filter Transaction History in the Basket Point of Sale system.

View and Filter Transactions

• From the navigation menu in the upper-left corner of the screen, select Sales > Transactions.
• Once on the Transactions page, select the Filter button located in the upper-right corner of the Transactions panel.
• You can filter the transactions displayed by date, store, cashier, lane, customer, last four digits of a payment card, minimum transaction amount, and maximum transaction amount.

Tip! You must select at least a Cashier or Lane to generate the report. When searching for a specific customer or the last four digits of a payment card, we recommend selecting All Stores, All Cashiers, and All Lanes to ensure no transactions are excluded by unnecessary filtering.
Similarly, when reviewing transactions for a specific cashier, select All Stores and All Lanes. Using broader filters when appropriate helps ensure you capture the complete picture and don’t miss transactions that may occur across different stores or lanes.

Understanding the Transaction Report

The Transaction Report provides a detailed view of individual transactions based on the filters selected. Transactions are displayed in the panel on the left, showing the date, time, total amount, and transaction status, such as Complete or Canceled. Selecting a transaction displays its full details on the right, including the store, register, cashier, items purchased, voided items, tender type, subtotal, tax, tip, and transaction total. This makes it easy to review individual transactions and quickly identify important details or discrepancies.

Note! Canceled transactions will still appear in the Transaction History. Selecting a canceled transaction allows you to review the items that were involved and see which items were voided. This can be useful when investigating canceled or voided transactions.