This document covers the following topics:
- What is a 'Wallet Contents Search'?
- Navigating to the Reports Tab
- Search on Card Title
- Search by Card Mapping(s)
What is a 'Wallet Contents Search'?
If you would like to search within Wallets your organization owns or manages for a specific card, or set of cards, you can accomplish this with the 'Wallet Contents Search'.
Navigate to the Reports Tab
If you would like to search for a Wallet(s), owned by your organization, that contain a particular card or set of cards, this can be accomplished via the 'Wallet Contents Search'.
- From the Home Page, select the 'Reports' Tab:
- Scroll to the subsection entitled: 'Wallet Contents Search' (bottom of the page):
- From here, there are two (2) methods by which you will be able to search the contents of someone’s Trades Wallet using a specific set of criteria:
- 'Search on Card Title'
- 'Search by Card Mapping(s)'
NOTE: Administrators must have the ‘Run Reports’ privilege in order to have access to the Reports tab. For more information on Administrative Privileges, click here.
Search on Card Title:
- Select the option to 'Search on Card Title':
- Type the 'title' of a card you would like to search for within the search bar provided:
- Select the green 'Search Wallets' button:
- Trades Wallet will search within the system and return a listing of wallets that contain a card with a title that exactly matches the search text you’ve entered within the search bar.
You can select a wallet from within the list of results returned to view it in greater detail:
Search by Card Mapping(s):
For more information about 'Card Mappings', click here.
- Select the option to 'Search by Card Mapping(s)':
- Select the green 'Add' button:
- To search for a 'Card Mapping' you can utilize the 'Search Bar' provided OR select the 'Click Here' link to return a listing of all 'Card Mapping(s)':
- Select the 'Card Mapping' from within the list of results returned to open its details:
- Select the blue 'Add' button. This 'Card Mapping' will now be considered in the upcoming search:
- Select the green 'Search Wallets' button:
- Trades Wallet will search within the system and return a listing of wallets that contain a card with the same 'Card Mappings' associated to it.
Select an entry from within the list of results returned to view it in greater detail:
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