Customize Your Transaction Manager View in Lighthouse Business Manager

Description: Learn how to customize your view in Transaction Manager by selecting data points, with options to save them as templates and download for reporting.

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To watch more how-to videos, visit our video section.

Customize Your View

1. Open Transaction Manager. The default data view appears, showing the standard data points.
2. Select the three dots icon in the top corner of the table to open a list of all available data points.
   
3. Select or deselect data points to control which columns appear.
   
4. Drag and drop columns to organize them in your preferred order.
   
5. Save your layout as a template.
   1. Select Save as Template.
      
   2. Enter a name for your template and select Save.
      
6. Use the Table View dropdown to apply your saved templates or return to the Default view.
   

Manage Templates

Create multiple templates for different use cases, or delete templates you no longer need. 

Download Your View

Once your view is set, you can download it as a CSV or Excel file for offline use or reporting.