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How to create a search parameters template for transactions in Business Manager

UPDATED: October 24, 2016


To create a search parameters template for transactions:
  1. Open Business Manager and sign in.
  2. Select Transactions > Manage Transactions or Export Transactions.
  3. In the Manage or Export Transactions area, select the options you would like to configure as a preset.
  4. Select the Template button in the bottom left corner.
  5. Select the Save As button.
  6. Enter a name for the template.
  7. Select Confirm.
  8. Select Close.
To load the template for transactions:
  1. Open Business Manager and sign in.
  2. Select Transactions > Manage Transactions or Export Transactions.
  3. Select the Template button in bottom left corner.
  4. Select the template you wish to use.
  5. Select Open.

Environment Details

Products affected: Business Manager

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