View Saved Transactions

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Journey Manager allows an administrator to view and update saved transactions.

To view the saved transactions, select Operations > Saved Transactions.

Transactions are shown page by page, with the maximum number of records per page configured via the user's preferences.

Manager view saved transactions

The transaction list displays the following details for each transaction:

  • Transaction ID
  • Tracking Code
  • Name of the form
  • Organization associated with the form
  • Time and date the form was opened
  • Time and date the form was saved
  • Name of the user and contact email
  • % Complete
  • Transaction Score
  • Space
  • User’s OS / Browser

To search the saved transactions by one or more criteria, specify the following settings and click Search:

  • Transaction text, or part of a transaction text.
  • Transaction Score.
  • Space
  • Start Date
  • End Date

Click Clear to reset the search criteria.

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

You can perform the following actions on a selected transaction:

  • Click Open Saved Form to allow an Administrator, with Submission Save Edit permission, to complete the form on behalf of a user.
  • Click View Receipt to view the receipt as a PDF file.

Next, learn how to view submitted transactions.