Coinshift
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  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • 👁️‍🗨️Overview
    • 🧱Unified Dashboard
  • Primer & Peaks
    • 👉First Steps
    • 🌟Popular Features
  • Getting Started
    • 🛗Setting up a New Organisation
      • 🤳Request Access
      • 🎫Sign Up
      • 🏢Create a New Organisation
        • 💻Create Organisation from Coinshift Dashboard
        • 🔁Switch Organisations
      • 🗳️Add Accounts (Safes, Wallets, etc.)
        • 💸Add Existing Safes
        • 🗃️Create a New Safe
          • 💰Transfer Assets To Your Safe
    • 🤝Joining an Existing Organisation
    • 💻Logging In
    • 🔔Setup Notifications
      • ⚒️Connect Slack for an Org
      • 🛠️Connect Discord for an Org
      • 🧩Connect Slack for an Account
      • 🤖Connect Discord for an Account
      • 📩Viewing Notifications in Slack and Discord
      • ⏸️Change Account Preferences: Disconnect Notifications
      • 🔏Discord: Adding Coinshift Roles & Bot to private channels
      • ☑️Discord: Check Your Permissions
      • 👾Add Members to Discord Server & Channel
  • How-To Guides
    • 📋How to Add Accounts
    • 👥How to Add Members
    • ❄️How to make a Mass Payout
    • 📱How to interact with DeFi Apps
  • Coinshift Walkthrough
    • 📽️Overview
    • 🚻Users
    • 💹Portfolio Management
      • 💵Token Portfolio Tracking (ERC-20)
        • 🪙Add Additional Tokens
      • 🤖NFT Portfolio Tracking
    • 📈Reporting
      • 🎯Portfolio History
      • 📊Cash Flow Tracker
    • 📱Coinshift Apps
      • AAVE
      • CoW Swap
      • Hedgey
      • 1inch
      • LI.FI
      • ParaSwap
      • Request Finance
      • Superfluid
        • ⏲️Stream Payout
      • Transaction Builder
    • 🗳️Account Management
      • 🚮Remove Account
      • 🆕Add Signers
      • ✂️Remove Signers
      • 🔁Swap Signers
      • 💫Change Safe Name
      • 🎚️Change Threshold
      • ℹ️Adding a Safe as a Non-Signer
      • 🛄Filter A Safe
    • 🎛️Transaction Management
      • ☄️Proposals
        • 📬Proposal Management
        • 🔰Active And Discarded Proposals
      • 🪜Queue
      • 🔎History
      • 🛄Filter Transactions
      • ⏬Export Transactions
      • 🆕Add Labels and Notes
      • ❎On-chain Transaction Rejection
    • 📤Fund Management
      • ❄️Mass Payout
        • 🪙Mass Payout in a Single Token
        • ✨Mass Payout (Multiple Tokens)
        • ⏫Mass Payout via CSV Upload
        • 📑Duplicating Transactions
      • 🔁Recurring Payout
    • 📜Contact Management
      • 🆕Add Contact
      • ✏️Edit Contact
      • 🚮Remove Contact
      • 📝Bulk Import Contact
    • 🏷️Label Management
      • 🆕Add Label
      • ✏️Edit Label
      • 🚮Archive/ Unarchive Label
    • 👤Member Management
      • 🆕Add Member
      • 🚮Deactivate Member
      • 🔎Filter & Search Members
    • 📱Supported Wallets
      • 🔐Hardware Wallet Support
        • ☑️Prerequisite
    • ⚙️Settings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • 🔔FAQ: Notifications
    • 🚀FAQ: Transactions & Operations
    • 📱FAQ: Coinshift Apps
    • 🔐FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
    • 📖Glossary
    • 🧾Blog
    • 🌈Support and Community
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On this page
  • Filter Transactions by Account
  • Refine Transactions by One or More Fields
  1. Coinshift Walkthrough
  2. Transaction Management

Filter Transactions

Explore the advanced filtering options for transactions.

PreviousHistoryNextExport Transactions

Last updated 1 year ago

Use the filter options available in the History tab of for easy and accurate transaction data analysis. Coinshift's advanced filtering system allows you to refine transaction data based on two key criteria:

  • By Account

  • By one or more fields

Employ these filter options individually or in combination for a more targeted data output.

Filter Transactions by Account

To access account-specific data, click on the Accounts button (denoted by red in the below screenshot).

This action opens up the associated accounts and their corresponding networks. Choose the desired account by checking the box adjacent to its address.

Upon applying the filter, the transaction data will be updated to reflect your selection.

Refine Transactions by One or More Fields

To filter the data based on one or more fields, click on the More filters button (denoted by red below) located under the Transaction section-> History tab.

A window will appear on the right side of your screen, requesting filter values corresponding to the following criteria:

  • Date Range (optional)

  • Token (optional)

  • Label (optional)

  • Transaction Type (optional)

  • Transaction Mode (optional)

  • Status (optional)

Input values for any of the designated fields and click the Apply Filters button to update the transaction data accordingly. Utilising these advanced filtering options will enhance your organisation's efficiency and time management.

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