To review financial transactions, you must click on Review Project Metadata in the project dashboard.
Then click on the "Type" filter and select "Transactions." You can filter on financial data either with other searches by type or by itself. The filters allow you to have many options to search on type, amount and account information. You can use these filters in concert with other filters like Date Time Stamp, Actors or Tags. You may also find the Analysis Tool for Financial Transactions helpful as well. When using the search and filter options you have a few options:
You can search on physical address, or Latitude or Longitude. You also have the option to include anything WITH or WITHOUT an address as your filter.
By default there are the main transaction types of credits and debits, but have an open field of “other” for a transaction type not in the system. You can select as many as you would like to work in concert with your search and other filters.
You can put in the total or partial IP Address as part of your filter.
In concert with, or by itself, you have the option to filter on the amount of a transaction and can be greater, lesser, equal to etc. in your filter options. If you would like a transaction in between two amounts, you can do that too.
Check / PO Number, Routing Number and Stock Symbol
If you know an exact or partial number, you can put that in the text box for your search.
Once you have all of your criteria selected, you can click the APPLY button to execute your search. If you want to start over, click RESET to begin your search over again.
How to Export Financial Data
When you have completed a review or want to export out a set of financial transaction data, you can deselect the other categories to have only financial transactions using "TRANSACTION". To export your data you can find the menu on your right hand ...
Searching Including the Date Filter
In various screens throughout ESI Analyst, there will be a date filter option to limit the view to a specific date range. As an example, when in Review Project Metadata, you can filter by date by clicking Date Time Stamp and you will see the a ...
Search and Filter Using Actors
When in Review Project Metadata, you can filter by actors by clicking Actor and you will see a text box drop down. Actors can be filtered as a part of a search or by themselves by either an inclusive or exclusionary search. You can apply a filter ...
How to Understand the Financial Data Item View
To view a single financial data item, click on "Review Project Metadata" in your project dashboard. Then in the filters box, select type, and click on "Transaction." After clicking APPLY, you will see the Chronological Item List. From this list, ...
How to Filter Computer Activity
When in Review Project Metadata, you can filter by Computer Activity and the sub-categories: Attachment Name Artifact Path Computer Action Last Accessed Last Modified Source Computer Folder Address Lookup IP Address Once you select the Computer ...