Process Transaction Details
This guide covers the process detail view: stage analytics, transaction records, filtering, and export actions. Open this view by clicking a process name on the Transactions dashboard.
Opening a Process Detail View
- Navigate to Transactions (
/process-txns). - In Transactions by Process, click a process name (for example,
las_demo_apiorcheque_bounce). - The detail view opens at
/process-txns/list?process=<process_name>. - Confirm the breadcrumb shows
Transactions > <process_name>.
Date Range Filter
The date range control in the top-right corner filters stage analytics and the transaction table for the selected process.
- Click the date range button.
- Select a preset (Today, Last 7 Days, Last 90 Days, etc.) or Custom Period.
- Stage tables and the transaction list refresh for the new range.
If no data appears after changing the range, the process may have no transactions in that window — widen the range or return to the dashboard.
Sankey Diagram
The Sankey diagram at the top visualizes how transactions flow between workflow stages.
| Element | Description |
|---|---|
| Vertical bars | Individual workflow stages |
| Flowing bands | Transaction volume moving from one stage to the next |
| Band width | Relative number of transactions on that path |
Use the diagram to quickly spot where transaction volume drops off or branches.
Stage Flows Table
The Stage Flows table (bottom left) lists transitions between stages.
| Column | Description |
|---|---|
| Current Stage | The stage transactions are leaving |
| next Stage | The stage transactions move to |
| Count | Number of transactions on that path |
Example (las_demo_api):
| Current Stage | next Stage | Count |
|---|---|---|
login | fetchkyc | 237 |
verify_kyc | check_balance_api | 227 |
check_blacklisted | is_blacklisted | 225 |
get_credit_score | calculate_fee | 223 |
add_customer_account | book_processing_fees | 61 |
Example (cheque_bounce):
| Current Stage | next Stage | Count |
|---|---|---|
first_cheque_dishonour_entry | first_cheque_dishonour_record | 32 |
first_cheque_dishonour_record | black_list | 24 |
black_list | update_dishonor_count | 13 |
Stage Counts Table
The Stage Counts table (bottom right) shows how many transactions reached each stage.
| Column | Description |
|---|---|
| Stage | Workflow stage name |
| Count | Number of transactions at this stage, with percentage relative to init |
Example (las_demo_api):
| Stage | Count |
|---|---|
init | 238 (100.0%) |
login | 238 (100.0%) |
fetchkyc | 237 (99.6%) |
verify_kyc | 236 (99.2%) |
check_balance_api | 227 (95.4%) |
initiate_loan_pledge | 67 (28.2%) |
A sharp percentage drop between consecutive stages indicates a bottleneck or validation failure point.
Transaction Records Table
Below the stage analytics, a detailed table lists individual transaction records for the process.
Standard Columns
| Column | Description |
|---|---|
| Ref ID | Unique transaction reference (for example, 01KVT252PN05RR4PVKW3D8G2G6 or las_demo_api-1781127492912). Status dot: green = complete, yellow = in progress. |
| Stage Count | Number of stages the transaction has passed through |
| Stage | Current or last stage (may be a clickable link) |
| Time Stamp | Date and time of last activity (for example, 2026-06-23T16:44:25+05:45) |
Process-Specific Columns
Additional columns vary by process and reflect process parameters and business data:
las_demo_api examples: father_name, mother_name, _access_token, account_id, _has_lien, _balance, _score, _score_category, _overdue_status, commission_fee_amount
cheque_bounce examples: first_cheque_dishonour_date, first_cheque_dishonour_amount, cheque_account_holder, first_cheque_dishonour_number, email, remarks, cheque_dishonour_count
Searching and Filtering
Search
- Click the Search bar above the transaction table.
- Enter a Ref ID, account ID, or other visible field value.
- The table filters to matching records.
Filter
- Click Filter above the transaction table.
- Set conditions such as date range, stage, or field values.
- Apply the filter and review the refreshed results.
Options Menu
Click Options above the transaction table for additional actions.
| Action | Description |
|---|---|
| Export to Excel | Download the current table view as a spreadsheet |
| Batch Re-run | Re-execute selected transactions (use with caution) |
| Column selection | Show or hide data columns via draggable tags |
| Grouping | Group rows by Stage or other fields |
Customizing Columns
- Click Options.
- In the column tag list, toggle fields on or off (for example,
_overdue_status,_score,total_eligible_amount). - Drag tags to reorder visible columns.
- Use Grouping → Stage to group transactions by their current stage.
Click View to switch between display density options.
Pagination
| Control | Description |
|---|---|
| Items per page | Dropdown (for example, 100) |
| Page indicator | Shows range and total (for example, 1-100 / 238) |
| Navigation arrows | Move between pages |
Wide tables scroll horizontally — use the bottom scrollbar to view all process-specific columns.
Investigating Issues
Identifying Stuck Transactions
- Open the process detail view.
- Review Stage Counts for stages with unexpectedly low percentages.
- In the transaction table, filter or group by Stage to list records stuck at that stage.
- Note the Ref ID for each stuck record.
Cross-Referencing Logs
- Copy the Ref ID from the transaction table.
- Navigate to Transaction Logs in the sidebar.
- Search for the Ref ID to view execution details, API responses, and errors.
Cross-Referencing Recent Transactions
For a cross-process view of the same record, open Recent Transactions and search by Ref ID or Process name. See Recent Transactions.
Configuration Checklist
Before closing an operational review of a process:
- Date range covers the investigation period.
- Sankey diagram shows expected flow paths (no unexpected dead ends).
- Stage Counts percentages are acceptable at each checkpoint.
- No transactions are stuck at early stages with high drop-off.
- Failed or reverted records have been identified and logged.
- Relevant Ref IDs have been cross-referenced in Transaction Logs if needed.
Important Notes
- Batch Re-run can re-execute live transactions — use only in non-production or with explicit approval.
- Process-specific columns reflect the parameters defined in Process Configuration — column names change per process.
- A Something went wrong message on the detail view may indicate a chart or analytics component failed to load; the transaction table below may still contain valid data.