> ## Documentation Index
> Fetch the complete documentation index at: https://docs.invoca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Interactions and Transactions Reports

> Filter, export, and share call and transaction data on the Interactions and Transactions pages in Insights & Analytics, and make bulk changes to transactions.

> 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](https://docs.invoca.com/s/article/insights-analytics-migration-faq.md).
* 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

| Task | Interactions | Transactions |
| :- | :- | :- |
| Filter the list | Yes | Yes |
| Choose the columns you see with **Edit Columns** | Yes | Yes |
| Export the list | Yes | Yes |
| Share a link to your filtered view | Yes | Yes |
| Change several records at once | No | Yes |

## 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:

1. Use the filter controls to find the transactions you want to change.
2. Select the checkbox for each transaction.
3. Select **Bulk Actions** > **Apply Corrections**.

> [!NOTE]
>
> If you need to bulk-edit **Payout** or **Earned** values, contact Invoca to turn legacy editing back on, then follow [Edit Transaction Records](https://docs.invoca.com/s/article/edit-transaction-records.md).

## Limitations

You can't save or schedule a view on the Interactions or Transactions pages. To send data on a schedule, use a dashboard. See [Schedule a Dashboard Job](https://docs.invoca.com/s/article/schedule-a-dashboard-job.md).


## Related topics

- [Getting Started Guide: Insights & Analytics](https://docs.invoca.com/s/article/insights-analytics-getting-started-guide.md)
- [Transaction Details Report Overview](https://docs.invoca.com/s/article/transaction-details-report-overview.md)
- [Inconsistent Naming Convention for Marketing Data in Transactions Report](https://docs.invoca.com/s/article/inconsistent-naming-marketing-data-transactions-report.md)
- [Why Is There a Discrepancy Between My Transaction API Results and Invoca Reports?](https://docs.invoca.com/s/article/discrepancy-transaction-api-invoca-reports.md)
- [Why Does Pooling Numbers Not Show Any Values for the Publisher ID Column in the Transaction Report?](https://docs.invoca.com/s/article/pooling-numbers-publisher-id-column.md)