Use the Interactions and Transactions pages in Insights & Analytics to filter, review, export, and share your call and transaction data, and to change transactions in bulk.The Interactions page lists your interactions. The Transactions page lists your transactions and adds bulk changes. Both pages work the same way for filtering, columns, exporting, and sharing. Under Insights & Analytics, select Interactions or Transactions.
Before you begin
- Your account must have migrated to Insights & Analytics. If you don’t see the Insights & Analytics tab in your navigation, see the Insights & Analytics Migration FAQ.
- If you have a Filtered Reporting role, you see only the data your filters allow on both pages.
What you can do on these pages
Filter the list
Use the filter controls to narrow the list to the interactions or transactions you want. The list updates to show only matching records.Choose your columns
Click Edit Columns to choose which columns appear on the page.Export the list
Use the export option to analyze the list outside Invoca.Share a filtered view
After you apply filters, share the page’s link to send someone to the same filtered view. The people you share with see only the data they have access to. For example, a user with a Filtered Reporting role sees only the data their filters allow.Change transactions in bulk
On the Transactions page, you can change several transactions at once:- Use the filter controls to find the transactions you want to change.
- Select the checkbox for each transaction.
- Select Bulk Actions > Apply Corrections.
If you need to bulk-edit Payout or Earned values, contact Invoca to turn legacy editing back on, then follow Edit Transaction Records.