---
title: Viewing Transactions from a Contact Profile. (Affiliate)
description: Pallet Connect
---

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1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en)
2. [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en)
3. [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile)

# Viewing Transactions from a Contact Profile. (Affiliate)

1\. An Affiliate's transaction history can be reached from the Affiliate profile.

**TIP!** SHORTCUT: Type the Affiliate name in the global search, located in the top right corner of each page. This will bypass steps 2-4.

Transaction history can also be reached from the Transaction History report pages, see related article.

 

2\. Navigate to the main menu. Click "Brokerage"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-30-29-8630-PM.png)

 

3\. Click "Manage Affiliates"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-30-34-6052-PM.png)

 

4\. Click the selected Affiliate from the list.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-30-42-7758-PM.png)

 

5\. From the Affiliate profile, click "View History"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-30-46-9148-PM.png)

 

6\. Click "Only Show Deleted Transactions" to filter the list to show deleted transactions.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-30-52-9808-PM.png)

 

7\. Click this text field to change the date range of the report.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-30-56-2818-PM.png)

 

8\. Click on a date from the list or choose a date range from the calendar.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-31-02-1696-PM.png)

 

9\. Click this dropdown to filter the list by transaction type e.g. "Show ORDER".

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-31-07-2331-PM.png)

 

10\. Click the "Start typing to search for a contact" field, to view a different company's information. Choose the Affiliate from the drop down list.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-31-11-0162-PM.png)

 

11\. Click "Load All" to show all active Affiliates.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-31-16-9105-PM.png)

 

12\. Click the list icon button to customize the columns of the report. Click on the item that is to be displayed on the list.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-31-21-8000-PM.png)

 

13\. Click the download icon button to download and/or print the report.

There is an option to choose CSV or MS-Excel format.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-31-26-1987-PM.png)

- [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content)

    - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates)
    - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up)
    - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors)
    - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users)
    - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees)
    - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items)
    - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-suppliers)
    - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#importing-data)
    - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#workstations)
    - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-customers)
- [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#main-content)

    - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#data-questions)
    - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#export-data)
    - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#import-data)
- [Reports](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#main-content)

    - [Stock](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#stock)
    - [Transactions](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#transactions)
    - [Logistics](https://support.palletconnect.com/knowledge-base/reports?hsLang=en#logistics)
- [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#main-content)

    - [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features)
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    - [Multi-facility](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#multi-facility)
    - [Settings Questions](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#settings-questions)
    - [Privacy](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#privacy)
- [Logistics](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#main-content)

    - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#transport-company-profile)
    - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-planners)
    - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-processes)
- [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#main-content)

    - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-profile)
    - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions)
    - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-pages)
    - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-profile)
    - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-transactions)
    - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions)
    - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers)
    - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages)
    - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal)
- [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content)

    - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production)
    - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources)
    - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions)
- [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content)

    - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#orders-sales)
    - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile)
    - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment)
    - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-portal)
    - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages)
    - [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes)
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- [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#main-content)

    - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile)
    - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-transactions)
    - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-portal)
    - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile)
    - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions)
    - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions)
    - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-pages)
- [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#main-content)

    - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employees)
    - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employee-profile)
- [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#main-content)

    - [Manage Stock Items](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#manage-stock-items)
    - [Stock Questions](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-questions)
    - [Stock Item Profile](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-item-profile)
    - [Stock/Services Reports](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#stock-services-reports)
    - [Assets](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#assets)
- [What's New](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#main-content)

    - [New Features](https://support.palletconnect.com/knowledge-base/whats-new?hsLang=en#new-features)
- [Users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#main-content)

    - [Adding users](https://support.palletconnect.com/knowledge-base/users?hsLang=en#adding-users)
    - [Features](https://support.palletconnect.com/knowledge-base/users?hsLang=en#features)

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