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How to Find Live Data Transactions
How to Find Live Data Transactions

This article outline the process to view current and past Live Data Transactions, including summaries, transaction details, and filtered views for voids, no sales, line voids, and refunds

Updated over 3 weeks ago

Step-by-Step Process

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Access Live Data

    • Click Live Data in the top-left corner

    • By default, this displays all live transactions from the current date

  3. View Transaction Details

    • Under Transaction Summary, select a transaction to view its details on the right

    • Use the default All Type filter or set it to Void, No Sale, Line Void, or Refund to view specific transaction types

    • Use the Date option to filter by last 50, All Day, Last 5 minutes, or Last Hour

Frequently Asked Questions

How do I link multiple stores to view Live Data for all of them?

What happens if Live Data is not displaying transactions for a specific date?

  • Ensure that the correct date range is selected using the Date option and that transactions were processed on the selected date.

Can I export or print Live Data?

  • Live Data is designed for on-screen use.

  • To create reports, consider using other reporting tools within C-Store Essentials that allow for exporting or printing.

How can I track transaction anomalies like frequent voids or no sales?

  • Use the filters under Transaction Summary to isolate voids, no sales, line voids, or refunds, and review them regularly for unusual patterns.

Does Live Data show payment methods used for each transaction?

  • Yes, transaction details include payment methods, allowing you to track how customers are paying.

Can Live Data transactions be adjusted directly in C-Store Essentials?

  • No, Live Data serves as a record of transactions and cannot be edited. Adjustments must be made at the Point-of-Sale system if necessary.

What should I do if I suspect fraudulent transactions?

  • Review transaction details using the filters provided and investigate any anomalies.

  • If necessary, contact PDI Customer Support for guidance.

Is there a limit to how far back I can access transactions?

  • Historical transactions are available based on your data retention settings. Contact PDI Customer Support if you need further clarification.

What types of information are included in the Transaction Summary?

  • The Transaction Summary includes transaction dates, times, store location (if applicable), and filters for voids, refunds, no sales, and line voids.

Can Live Data be accessed via mobile devices?

  • Yes, you can access Live Data using the C-Store Essentials mobile app or through a mobile browser.

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