> For the complete documentation index, see [llms.txt](https://docs.a-pay.one/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a-pay.one/faq/a-pay-merchant-portal/interface/common-actions.md).

# Common Actions

This section describes the functions that are available throughout the personal account, regardless of the current page

<details>

<summary>Global search</summary>

The **global search** allows you to search for a transaction across the entire system, rather than within a specific table.

* The search bar is located in the top-right corner of the screen.\
  ![](/files/vrAEah6CvsmoYN1GWkyn)
* Click the bar and start typing a value, or paste a copied value.
* To search within a specific table, use the dropdown list to the right of the search bar and select the table.\
  ![](/files/jkHnEsmttEpkaaGo4hqL)

**You can search by the following parameters:**

* Payment system
* Currency
* Order ID
* Transaction ID
* Wallet ID

**Search results include:**

* The number of matching records.
* The name(s) of the table(s) containing matches.
* Open on top button – opens an overlay with transaction details.\
  ![](/files/3P2aER2qGg6XtIE3fz7W)
* **Send to lost transaction** button (only if the record is found in the *Deposit* table) – opens a form to create a lost transaction issue. *(See the separate* [*guide on creating a lost transaction issue*](/faq/a-pay-merchant-portal/interface/transactions/lost-transaction.md#creating-a-lost-transaction-request)*)*

<figure><img src="/files/OAYlTvpeiLUAAuKn6oX5" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Hide or Show the Sidebar Menu</summary>

* Click the arrow icon at the top or bottom of the sidebar to collapse it.
* Click the arrow again to expand it.

<figure><img src="/files/Apb0ldV0jzrKvfwxTWLH" alt="" width="359"><figcaption></figcaption></figure>

</details>

<details>

<summary>Switching Between Projects</summary>

You can switch between projects to:

* View transactions for a specific project in the **Transactions** section.
* Change settings for a specific project in the **Settings** section.

To switch projects:

1. Click your **login name** in the top-right corner.
2. Click the **current project name**.
3. Select the desired project from the dropdown list.\
   ![](/files/VTGEMmhxP9cWCyRSbcWv)

> **Note:** The selected project does not affect the charts in the Statistics section and projects on My projects page. Use the Project filter there to display data by project.

</details>

<details>

<summary>Account Settings</summary>

Click your login name in the top-right corner to:

* Change the interface language.
* Change your account password.
* Open documentation or start a chat with our support team.

<figure><img src="/files/H5R8y0NcKRolB0sRrg1l" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Working with Tables and Filters</summary>

Many pages display data in table format. In each table, you can:

* **Show or hide the filter panel** – click the panel header.

* **Apply filters** – set filter values and click **Apply**.\
  ![](/files/OP31FSZIHl9RH3W8qUn3)

* **Reset all filters** – click **Reset all filters**.

* **Sort column values** – click the arrow icon in the column header.\
  ![](/files/XlH3a5zppGEBH6EYdcqm)

* **Set the number of rows per page** – choose from the page size dropdown.\
  ![](/files/88zdydqLekw6SBlaWSvz)

* **Show or hide table columns**:
  1. Click the **⋮** (three vertical dots) icon in the top-right corner of the table.
  2. Select **Column Settings**.\
     ![](/files/Whtv9Z5jLPNoGwl7O3o3)
  3. Adjust column visibility in the dropdown list.\
     ![](/files/89Dd0CmJMgzufT97j23r)

* **Export data from tables:**
  1. Select the rows you want to export.![](/files/Li7i7tq9dvHjuGCpcK9Y)
  2. Click the **⋮** (three vertical dots) icon in the top-right corner of the table.
  3. Select **Actions** → **Export filtered rows**.![](/files/Smy7FEfwvwVwJPqVaYjz)
  4. Download your file.\
     &#x20;![](/files/9db1IG2WCfye1IYvqcYw)

{% hint style="info" %}
**Note:** You can re-download your file from the Exports tab.
{% endhint %}

</details>
