# 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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.a-pay.one/faq/a-pay-merchant-portal/interface/common-actions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
