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REST API | American Express

Apply Saved and Default Searches

Business Center enables you to save a set of search criteria so that you can run the search again at any time with a single click. If you search for transactions based on that search frequently, you can also set it as the default, and Business Center automatically generates the search when you access the
Transactions
 page. You can also rename, edit, or delete a saved search as needed. Click
Cancel Search
 on the
Transactions
 page or press the Escape key to end an in progress transaction search.
  1. In the left navigation panel, click the
    Transaction Management
     icon.
  2. Click
    Transactions
    . The Transactions page opens.

    Step Result

    If you have already designated a default search, results for that search appear in the Transactions
    table
    .
  3. Under
    Saved Search Options
    , do one or more of the following:
    1. Click the name of the search to run it again.
    2. Next to the search name, click the ellipses and click
      Make It Default
       to set the search as default. The search will automatically load the next time you access the Transactions page.
    3. Click the ellipses and click
      Rename
       to change the name of the search without changing any search criteria.
    4. Click the ellipses and click
      Delete
       to remove the search from your saved searches list. Transaction data is not affected by deleting saved searches.