How to Create a Preset in Dynamic Transaction Monitor | Reports

00:00: A preset can help you in creating a customized report so you can generate 00:04: a report that displays exactly what you need to see. 00:08: On the dashboard of your NYX core management Suite, click on the reports tab. 00:13: Click on online reports. And then click Dynamic, transactions, monitor tab 00:17: from the submenu. 00:19: Type in your operator name or sub actor and any other fields to obtain 00:23: the desired reports. Then press view report Button as highlighted in red 00:27: on the visual. 00:29: Click on the add table button to create a new preset is highlighted in red 00:33: on the visual. 00:35: Type a name for the preset in the field, titled preset name for the example. 00:39: In this guide, we will show how to create a preset that will display all the refund 00:43: requests. So we typed refunds preset 00:47: Next choose the information you would like to see on the preset. 00:51: Categories, on the left hand side of this window, organize all Fields, as highlighted 00:55: in red on the visual. 00:58: Next choose the relevant Fields. You would like to see on the preset. 01:02: Categories on the middle section of this window, organize all Fields, 01:06: as highlighted on the visual. 01:08: Drag and drop the fields on the right hand side as highlighted in red on the visual 01:12: to reorganize, their order in the report. 01:15: Click on the save button to save the preset. 01:19: You will see the preset tab on the main screen. 01:24: Pro tip to make this preset, the default. 01:26: When you open the DTM right, click on the preset name, then click 01:30: on the set as default button to set the preset as default as highlighted in 01:34: red on the visual. You can always go back and edit the preset 01:38: by. Right. Clicking its name and choosing edit preset. 01:42: We ask you to, please help us help you by leaving feedback. 01:44: Thanks for watching.