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[BUG-5664] The New Transactions History Page Does Not Show a Daily Total and There is No Way to Download Excel File #13609

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sl-service-account opened this issue Apr 8, 2014 · 138 comments

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sl-service-account commented Apr 8, 2014

Steps to Reproduce

Checking my Transactions History.

Actual Behavior

Checked the Transactions History page as I do several times a day, to check my total sales and debits for the day. I've done this regularly for years and find it very useful to see my daily total. Arrived at the page to see a listing of transactions with no totals!

Expected Behavior

I want to see my daily totals for the day! I also want to be able to download excel file, not just csv.

Other information

Please please please revert or make an option to view only the current day with daily totals of credits and debits. This is INCREDIBLY useful for merchants. Thank you.

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Original Jira Fields
Field Value
Issue BUG-5664
Summary The New Transactions History Page Does Not Show a Daily Total and There is No Way to Download Excel File
Type Bug
Priority Unset
Status Accepted
Resolution Accepted
Reporter Sera Lok (sera.lok)
Created at 2014-04-08T16:58:48Z
Updated at 2014-06-11T21:07:50Z
{
  'Business Unit': ['Platform'],
  'Date of First Response': '2014-04-08T12:05:34.876-0500',
  "Is there anything you'd like to add?": 'Please please please revert or make an option to view only the current day with daily totals of credits and debits.  This is INCREDIBLY useful for merchants.  Thank you.',
  'System': 'Website',
  'Target Viewer Version': 'viewer-development',
  'What just happened?': "Checked the Transactions History page as I do several times a day, to check my total sales and debits for the day.  I've done this regularly for years and find it very useful to see my daily total.  Arrived at the page to see a listing of transactions with no totals!",
  'What were you doing when it happened?': 'Checking my Transactions History.',
  'What were you expecting to happen instead?': 'I want to see my daily totals for the day!',
}
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Marianne McCann commented at 2014-04-08T17:05:35Z

Confirming the above. Also as a meta issue, the load time on this system seems very very high. Still, this puts a much greater burden on SL merchants. Please reconsider these changes.

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Robin Sojourner commented at 2014-04-08T17:06:50Z

This is horrible, and will make my daily accounting much more difficult, not to mention the trouble it will cause with customer service.

Those of us who are running businesses in SL need to have running daily totals, transaction IDs, and excel files.

Please fix this ASAP.

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Pamela Galli commented at 2014-04-08T17:07:11Z

Now I have to total my sales myself every day?

All of my records from day one have been Excel, not CSV, which is cumbersome.

I don't know whether to cry or throw up. Please reconsider!

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Legend Hye commented at 2014-04-08T17:10:07Z

A system that works yet again replaced by something that does not work. This seems to be the Linden Lab work ethic. Please prove me wrong and fix this.

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Arwen Serpente commented at 2014-04-08T17:10:42Z

It has potential to be nice because there is a "filter" field and it can load more than just 500 transactions for us to see. Having said that, the way it was rolled out - without notice, without totals, taking forever to load, the default has dates all mixed up, no more xls, and friends list is no longer on the left side panel - is terrible.

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Kean Kelly commented at 2014-04-08T17:37:41Z, updated at 2014-04-08T17:39:21Z

The new layout, besides taking forever to load, lacks basic features like a total, XLS file download and a refresh button!

Atm my ending balance changes with around 60K lindens pr transaction, transactions that are around 0-75 lindens.

I do like the search function, but that could be achieved before by a simple chrome search.

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Arwen Serpente commented at 2014-04-08T17:41:54Z

LL - the CSV is currently broken - I selected a specific date range (April 7 and 8 as a test), however, no matter what I do, it downloads the entire 30 day timeframe.

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24Karat Roux commented at 2014-04-08T17:42:32Z

Ditto all above comments. Please give us back what we had - these changes are not helpful to merchants!

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Mitzy Burns commented at 2014-04-08T17:45:53Z

As a long-standing business operator in SL (2006) I rely heavily on trying to balance my daily income with my daily expenditure. This is a complete nightmare and has left me feeling very disappointed that we were not consulted about the change. Once upon a time in SL we would have had to fill in a survey for our views. This was obviously implemented by a person who does not do daily business in SL. PLEASE RECONSIDER!

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Polyester Partridge commented at 2014-04-08T17:47:03Z

I agree that we need those daily totals back as well as being able to display more than 100 items per page!

I tried downloading the CSV file to see what I could do with that, but currently the link doesn't work. Please fix!

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MadMacit commented at 2014-04-08T17:49:32Z

Definitely a bad improvement.
The previous version was better because:

  1. was possible to see the balance of the filtered period
  2. when a filter was applied, refresh the page was keeping the filter and updated the results
  3. was possible to export in xls too
  4. was clear that the day changed according SL time. Right know it does not seems like that

The only improvement is barely aesthetic, which is totally useless and childish

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Nirmanakaya Yalin commented at 2014-04-08T17:50:17Z

Why making things for merchants even more difficult?
Takes long time to load, is difficult to read and I want my totals back,
Thanks.

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starshiptrooper commented at 2014-04-08T17:52:37Z

CHANGE IT BACK!!!!![ YOU TOOK THE TRANSACTION NUMBERS THAT EVERYONE RELIES ON HEAVILY]( YOU TOOK THE TRANSACTION NUMBERS THAT EVERYONE RELIES ON HEAVILY)!![ CHANGE IT BACK]( CHANGE IT BACK)!!!
STOP FIXING WHAT ISNT BROKEN!!!!!! This is NOT better... put it back the way it was. How is a store owner supposed to track a sale if you
took the transaction numbers????

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Abraxxa Anatine commented at 2014-04-08T17:53:10Z

Are you kidding me?![ I need my daily totals back and xml downloads as my record keeping software imports xml files. This is a disaster]( I need my daily totals back and xml downloads as my record keeping software imports xml files. This is a disaster)

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Arwen Serpente commented at 2014-04-08T17:54:17Z

Transactions are not updating. For instance, I set the date filters to April 7-8, there is no way to refresh the page for just those dates (clicking the filter button only works to set the dates specified, but does not refresh the transaction history after that). The entire page has to be refreshed to see new transactions. Doing this, the transactions are reset to default 30 days and become jumbled - I've got April 8 then March 30, then back to April 8, back to March 30, etc. Then the date filter has to be reset for the current day or two and the whole thing is frozen again. In the current state, the change is full of bugs and an inefficient use of Merchant time.

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Kean Kelly commented at 2014-04-08T17:56:10Z

I need this to be reliable for tax reasons. Please fix ASAP.

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Evachangin Serendipity commented at 2014-04-08T17:57:45Z

It is hard to believe that you = LL have done this in this manner ... it is no longer a functional record
Transaction ID is essential for Identification
Ability to refresh is essential
Running balances & totals are essential
Being able to download for Excel is essential

You have even got destination & Source reversed !!

I just shake my head & wonder what you guys in the Lab are thinking or NOT

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JeremyAtticusFinch commented at 2014-04-08T17:58:37Z

Stop fixing things that are not broken!

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Reven Rosca commented at 2014-04-08T17:58:55Z

I like the new layout, and am very happy for the filtering options, given that it is possible to show more than one filtered page.
Transaction IDs can just as well be displayed in the download in my case, so I don't mind not seeing them on the web.
I can work with CSV instead of XML and XLS too, but please, PLEASE, take your time to do the small code change it should be to default the list to one day as before. In return, you will see less strain on your servers.

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krasnirex commented at 2014-04-08T17:59:35Z

How about adding a "show today's transactions" button and a "show month's transactions" button to let residents choose. Also, I confirm that the CSV file exported does not follow the filter on the website. It exports the whole range of days available.

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CommerceTeam Linden commented at 2014-04-08T18:02:57Z

Thank you all for the comments, we are reviewing them all.

Thanks,
The Lindens

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Reven Rosca commented at 2014-04-08T18:05:06Z

Filters and date spans actually work, in a non scrambled manner,and even lets you update the page, but only if you change the number of displayed items in the list.

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Sera Lok commented at 2014-04-08T18:11:45Z

Thank you Thank you Lindens, I see that it has been reverted for now.

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CommerceTeam Linden commented at 2014-04-14T19:06:09Z

While we are working to get a test page ready for your review, we'd like some clarification of how the ID Prefix column is used. This field only shows the first 8 characters of the ID field, which is not unique to the transaction. The full ID field contains 36 characters (including dashes). How is the ID Prefix useful when it is not unique?

And, do you want to have 36 characters take up space on an already very narrow report if we put the full ID on the in-page report?

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Pamela Galli commented at 2014-04-14T21:06:23Z

Just FYI, I don't use the ID numbers.

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Gibson Firehawk commented at 2014-04-14T21:16:05Z, updated at 2014-04-14T21:18:03Z

The ID field is useful in the same ways that only the last several digits of a social security number or a bank account number are displayed for verification or lookup on websites without necessarily needing to showing all of the digits to do so. Something like showing an appended ID field by default and then giving the user the ability to see the full ID if needed would be great.

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Phoebe Avro commented at 2014-04-14T21:31:04Z

I do believe the order number from the detail field was removed for MP sales

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CommerceTeam Linden commented at 2014-04-14T21:35:40Z

Thanks, Gibson, that is helpful.

Phoebe, the order number from Marketplace should still appear in the description field--the contents of the Description field were not changed. Once we get the test up, you can take a look, as will we.

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Phoebe Avro commented at 2014-04-14T21:46:13Z

The time stamps had also been changed to the users local time too, this needs to be set to SL time as it is now i would think

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Reven Rosca commented at 2014-04-15T00:09:41Z

I don't use transaction numbers at all. I can't even see the need for them unless a merchant names all their items "object" or similar. Transactions will be distinguishable by time stamps, object name (SKU), customer and price.

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Arwen Serpente commented at 2014-04-29T20:45:58Z

It's looking good :)
A few things to do:

  • Correct the Source/Destination labels as Reven Rosca indicates
  • Make items per page "sticky" - for instance, if I've selected to see "all", when I change the date range, or, change whether 0$L items are included or not, the items per page defaults back to 25. I'd prefer for it to "stick" on all for the duration of my session.
  • Please return visibility to the "friends list" on the left side - I use this to see at a glance if work colleagues or customers are online. It was ideal to have my transactions page open all day and be able to glance at the friends list to see who is there. It seems rather a waste to have 2 tabs open in my browser, or, to keep toggling back and forth.
  • Agree with Pamela and Reven that commas would improve readability of the numbers

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Reven Rosca commented at 2014-04-29T23:29:13Z, updated at 2014-04-30T00:06:14Z

I'm not certain wether or not this issue is part of your unfinished work on time/date stamps and date selectors, but it's worth noting:

I am on CET it's past my midnight, and the date defaults to my new date, 30th April. Any searches including today's date (the date after SLT) return zero posts. I must manually change the "to" date to the correct SLT date for any values to be shown.

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Eboni Khan commented at 2014-04-29T23:29:51Z

The numbers on the page for filtered results, actually match the numbers in the download on days with numerous transactions and for the whole month, which is what needed to be fixed. Thanks for correcting that issue, for those of us that were having problems.

The latest page loads transactions quickly on my phone over 4G LTE, displaying a whole month in seconds. It is also easy to read and with the filters easy to search for specific customers, and transactions.

The XLS opens just as it always has in MS Excel 2013

@raven Rosca those number not making any sense under subtotals for the entire date range, is what the daily totals have looked like every day for some people, which is why the page was broken for some of us. The totals have not been accurate and those were the kind of useless numbers we were getting, which is why some people were complaining that transaction history page was broken. The numbers you see as the subtotals for the entire date range, are still limited by the 500 or whatever the limitation is on that page that causes it to break.

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Reven Rosca commented at 2014-04-29T23:41:08Z

@eboni Kkan (and CTL):
The figures under Subtotal for entire date range actually make some sense. They are correct up to 1000 transactions, and starts over from 0L$ on the 1001st transaction.

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CommerceTeam Linden commented at 2014-04-29T23:42:03Z

If you would like to have the page always load with all results, simply bookmark the following:
https://accounts.secondlife.com/transaction_history#/?page_size=all

We will be redeploying with fixing the credit/debit columns, and issues with the date picker in a few days.

Adding commas to the numbers will come later when we add better support for other languages (since commas and periods are used differently for numbers in other languages).

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Whirly Fizzle commented at 2014-04-30T00:32:32Z

The link for "Voice Services" (https://secondlife.com/my/account/voice.php) under Account takes you to https://secondlife.com/my/

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Zii Minotaur commented at 2014-04-30T00:54:34Z

I'm also unable to get any results on the default date range setting, as well as the link with all results. My timezone is AEST (GMT+10), so I'm often a day ahead of SLT/PST. If I change the date in the URL to the 29th of April instead of the 30th, everything shows up.

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CommerceTeam Linden commented at 2014-04-30T01:08:20Z

The issues with no data coming up after 5pm PDT will be fixed in the next release. It is an issue with the UTC date rolling over.

Switching the start date to the day before will load the data.

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Urantia Jewell commented at 2014-04-30T05:16:47Z

I'm happy with the changes, except for what has already been pointed out.

One small point I would add is:

L$ columns are currently justified to the left, I would prefer them justified to the right, though, I'm only speaking for myself.

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Pamela Galli commented at 2014-04-30T05:25:55Z

I prefer justification on the right for numbers, too (so that glancing down the list, numbers in the same place value are aligned).

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DT Zanzibar commented at 2014-04-30T09:33:31Z

It is getting to look GOOD .... Well Done Commerce Team !! ... keep up the good work.
• The Filters are Brilliant !!
• Wonders whether putting the time stamp on a second line under date stamp is worth considering
• Prefers $ amounts Left justified
• In Detail: 'Destination' & 'Source' are currently reversed to standard understanding
• I can't yet make sense of the "Subtotal for entire date range" Debit & Credit ... it certainly does not reflect the entire date range I selected ,.... seems to work with a smaller selected date range

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Reven Rosca commented at 2014-04-30T09:59:57Z

@ CommerceTeam Linden. You said:
Switching the start date to the day before will load the data.

This does not work for me. The end date must also be switched to the current SL day for anything to show up at all.

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Kean Kelly commented at 2014-04-30T10:13:01Z

Well done! The new transaction history page is so much better now :)

I love:

Easy to see date range totals at the top of page, no scrolling needed, yay!

That I can see all transactions on one page

That I can get both CSV and XLS (finally got CSV to work, and its easily imported, so I will use that too from now on)

The design is way better than the old page now

Needs to be improved:

Filters:

I wanted to filter all results by 'tin' but it returned all results with tin, like des-tin-ation, even if I put blanks on both side of the word. Maybe I am doing it wrong, or there is another way? Othervise the filter is great

ID'ing transaction from marketplace:

The ID prefix is useful with transactions from the marketplace, as they really don't do a good job returning info about the product sold. If the format of the marketplace transactions change I guess the ID prefix will be obsolete for me.

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Arwen Serpente commented at 2014-04-30T10:54:35Z

@ CTL - I just noticed one difference between new and old formats that I had not previously noticed:
The current format (existing) does not record the last name "Resident".
The new format does record it.
Including the last name "Resident" in many cases adds an additional line to each entry, making the page much longer/take up more space. While it is a small inconsistency, it can add up to numerous additional lines, especially when a large data range is selected. I thought LL was trying to get away from using "Resident"(it is not used here in the JIRAs, the forums, the Marketplace, etc).
Is it possible to follow the current formatting (not include last name "Resident")?

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Darrius Gothly commented at 2014-04-30T17:05:12Z, updated at 2014-04-30T17:09:01Z

All in all it is looking VERY nice!![ Well done CTL and Team]( Well done CTL and Team)

As others have mentioned, the last name "Resident" could probably be removed (as it is not present in the current version of the THR), the numeric fields needs to be right-justified (which is standard convention for tabular data representation) and the date/time fields need to be worked out. The "Number of items per page" selector needs to be sticky as well. But all in all, it is rapidly approaching a Job Well Done conclusion. I love the "Show All" selector next to the dropdown as well; nice touch!

Minor Nuggets:

  • The XLS download format could be additionally formatted so that the titles row (Row A in the Spreadsheet) could be marked as Boldface font.

  • The "ID" column header in the XLS format should be capitalized.

  • The Order ID column was completely empty in the XLS downloaded file; is it supposed to have something?

  • The Subtotal mini-table (just above the main transaction table) could use some glamour work. It just "feels" clunky and unwieldy.

  • The alternating gray/white background for columns is also a visually pretty touch; please consider retaining that tweak.

    Now, considering how smoothly this went AFTER the initial mis-start, can we PLEASE count on this methodology being used for future enhancements?

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Cory Edo commented at 2014-04-30T18:16:54Z

I am loving the running totals at the top, and the show all feature! Thanks so much guys, I'm looking forward to this going live now - it will be a fantastic resource!

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Marianne McCann commented at 2014-04-30T19:47:36Z

After what was initially a bit of a disastrous rollout, thanks to the Commerce team for pulling back and having this discussion. The new page – with some much needed older features added back – is looking great.

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Kean Kelly commented at 2014-04-30T21:57:28Z

I just saw that the time is still local, I would very much like this to be in SLT/PDT, otherwise its very confusing.

Also, the subtotal for entire date range is not quite working yet. It still produces some weird values.

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Darrius Gothly commented at 2014-05-03T14:32:37Z

Not sure if this is related to the remaining issues with the date selector and time zone values, but I just noticed that the file name suggested when downloading the XLS format can be wrong by a day. For example, when selecting an ending date of May 4th as shown in this image:

http://www.dgp4sl.com/newthr/Date_Selector_shows_2014-05-04.jpg

After clicking the XLS link to begin downloading the Excel spreadsheet format file, the Save As dialog opens with a suggested file name of "SL-transactions04_02-05_03.xls" as shown here:

http://www.dgp4sl.com/newthr/File_Name_shows_2014-05-03.jpg

I also tested it with the ending date of May 3rd just to be sure that it wasn't a range limits bug instead, but the suggested file name in the Save As dialog showed a file name of "SL-transactions04_02-05_02.xls".

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Darrius Gothly commented at 2014-05-03T14:45:39Z

I also noticed that there is no "favicon" set for the page. No doubt it's just a cosmetic oversight, but I figured it was worth mentioning.

http://www.dgp4sl.com/newthr/NoIcon.jpg

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Kean Kelly commented at 2014-05-15T08:33:55Z

When I try to look up 1 day in the past and set the two date pickers to the same date I get this error: "Please specify a correct date format of YYYY/mm/dd and ensure the start date occurs prior to the end date." At the moment I can only get past results of 2 days at a time.

Also, when I save the link to the page, it stays at that date, so every time I get back to it I have to delete the last part of the URL to see the actual date.

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Tayren Theas commented at 2014-05-15T17:52:59Z

Many people seem to be asking this but I do not see it answered. We merchants are not getting the needed info on the Transaction page about our Marketplace sales. In-world sales are denoted by their name on the Description field. However in the same Description field, for MARKETPLACE items, instead of the item name, we instead get a lousy "Item #" which tells us nothing about what they actually bought from us.

Merchants do not recognize our products by Item Number (in fact I have no idea where that number came from). So we have to go separately to the Marketplace and see what the heck they bought from us by its name. We need the NAME of the item to know what is selling well...and what is not selling. We use this information to guide our marketing and future designing efforts. We do not want to look up the name of the product by item number. The item name exists on Marketplace, so surely it is able to be pulled into the Description field of the Transaction page rather than the useless Item number? If you will look at what the other merchants are saying on this page, that is essentially a big part of our problem.

Thanks in advance for a reply.

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Kool Mekanic commented at 2014-05-20T20:42:53Z, updated at 2014-05-20T20:46:32Z

Last update is promising, thanks to the Commerce Team

About the layout, could we have a lighter header part ? On my screen i see only 1 transaction after the header.
Also a transaction takes now 5 lines instead of 4 in older page. "Detail" column could be larger.

Below is a free suggestion on the left image, compared to current layout on the right image.

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CommerceTeam Linden commented at 2014-05-29T17:52:56Z

Thank you for all of your assistance. We have updated Secondlife.com to point to the new page, and will be closing comments on this JIRA. If you find any bugs, please file them separately.

Also, keep an eye on the blog as we will be putting additional rebuilt pages up for feedback in the coming weeks.

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