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REST API | American Express

Use Filters and Parameters in Searches

Follow these tips to search for transactions using filters and
Quick Search
text
:
  • Quick Search must include at least three characters.
  • Filters displaying a Refresh icon cannot be removed, but they can be modified.
  • Click the
    Delete
     icon to remove optional filters from the search.
  • Click
    Add Filter
     to insert a new filter; if this option is not available, you have added the maximum number of filters.
  • A date (or date range) is always required and defaults to the past seven days. You can select a preset range (for example, the Last 30 days) or custom date range from the Date Range filter. Define a custom range by designating a start date and end date from the calendar.
  • Click
    Clear
     to remove all optional filters and return to the default search.
  • Enter search text and filter results based on the available fields. For a list of the available search filters and parameters, see Available Search Filters and Parameters.
  • Combine multiple filters to create an “AND” search. For example, to search for Visa credit card transactions that ran through the Virtual Terminal for the past month, you would add one filter for Payment Method as Visa, and another filter for Connection Method as Virtual Terminal, along with the date filter:
    1. Date Range > Last month
    2. Add a Filter > Payment Category > Credit Card > Visa
    3. Add a Filter > Connection Method > Virtual Terminal