---
title: "Understanding the Transactions list"
description: "Summary"
canonical_url: "https://infotrack-australia.brainfish.ai/articles/understanding-the-transactions-list-uTv8F6Yedc"
md_url: "https://infotrack-australia.brainfish.ai/articles/understanding-the-transactions-list-uTv8F6Yedc.md"
---
# Understanding the Transactions list

## Summary

The **Your transactions** table provides a detailed list of all ongoing onboarding transactions. This guide explains how to read the table columns, interpret status indicators, and use search and filter tools to find specific clients. 

![](https://infotrack-australia.brainfish.ai/api/attachments.redirect?id=0c2b087b-ac46-4308-89a6-6f373f1ef507 " =1726x285")

## Table Columns Explained

The table displays the following information for each transaction:

* **Client Name:** The individual, organisation, or trust being onboarded, along with the associated matter reference.
* **Checks:** Displays the status of compliance checks (e.g., Verification of Identity, PEPs and Sanctions).

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    ![](https://infotrack-australia.brainfish.ai/api/attachments.redirect?id=ecee34f9-d65e-40f8-82b4-5f225ca2b3b3 " =1001x295")
* **Risk:** Shows the current risk rating for the client (High, Medium, Low, or N/A).
* **Latest Activity:** The date of the most recent activity on the file.
* **Actions:** Indicates if there are pending tasks (e.g., "2 actions"). You can click this and it will direct you the AML Summary to review if outstanding items need resolution.
* **Person Responsible:** The avatar of the staff member managing the transaction. Hover over the avatar to see their full name.



## Searching and Filtering

To locate specific transactions or analyse data, use the toolbar above the table:

1. **Search:** Type a client name or matter reference in the search bar to filter the list instantly.
2. **Filter by Risk:** Click the **Risk** dropdown to view only clients with specific ratings (e.g., High, Medium, Low).
3. **Filter by Activity Date:** Use the **Latest activity** dropdown to select a date range.
4. **Filter by Person Responsible:** Select a specific team member to view only the transactions they are managing.

You can also sort the table rows by clicking on any column header (e.g., to sort by **Latest Activity** from newest to oldest).