> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pingtree.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transaction Report

> Monitor and analyze all lead transaction activity with filters, customizable views, and lead-level insights.

The Transaction Report in Pingtree (PT) helps campaign owners track and analyze all lead transactions in their campaigns. With flexible filtering, column customization, and detailed lead-level insights, it supports effective performance monitoring and troubleshooting.

**Key Features**

* **Default Date Range**: Displays the last 7 days of transaction data by default.
* **Lead Type Filter**: Set to "All" by default. Use "Click Only" to view only click-based transactions.
* **Source Filter**: Filter transactions by specific sources to assess lead quality or traffic behavior.

**Table Columns**

* **Show/Hide Columns**: Customize your view by toggling columns on or off.
* **Rearrange Columns**: Drag columns into your preferred order.
* **Filter Columns**: Use inline filters to narrow down visible data.

**Save Custom Views (Per Campaign)**

Customize your layout and save it per campaign. Saved views include selected columns, filters, and order. Each time you open the report for a campaign, your saved configuration will load automatically.

**How It Works**

<img className="block" src="https://mintcdn.com/pingtree/5J3zdrNvtKbPn5ub/assets/images/docs/documentations/campaign/reports/transaction-1.png?fit=max&auto=format&n=5J3zdrNvtKbPn5ub&q=85&s=6de6f1573494129a0c8b60a29a5cf06e" alt="analytics" width="1600" height="856" data-path="assets/images/docs/documentations/campaign/reports/transaction-1.png" />

1. Navigate to the **Transaction** tab in the Pingtree dashboard.
2. Apply filters such as date, lead type, and source.
3. Show/hide and reorder columns as needed.
4. Save your layout for reuse.

**Available Actions for Each Lead**

* **Transaction Flow**: View a step-by-step breakdown of the lead’s journey from intake to conversion.
* **Events**: See all associated events, including validations, delivery, and API interactions.
* **View Details**: Access the complete lead record, including all metadata, logs, source data, and partner-level actions.

These tools help you understand and evaluate how each lead was processed, enabling better decision-making and campaign optimization.