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Important Notes:

  • This report can be used to search and view deposits that have been submitted and posted to the general ledger.

  • If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.

Step 1: Locate and Launch the Report

  1. Access Boise State Reporting Budget & Finance and locate Deposits - Campus Transaction Dashboard.

Tip

There are two views in Boise State Reporting : Card and Listwill display the reports in either a List or Card view.

  • Change your view by selecting either List View or Card View in the upper navigation.

  • By default, this report launches with the category filter set to “All Reports”. If needed, update the Filter by Category drop-down to view reports specific to one area of reporting

  • Favorite commonly used reports by selecting Favorite in card view and the star icon in list view.

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Note

If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.

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Step 2: Enter Search Parameters

  1. Search for Deposits using the following options:

    1. Segment Values: Leave blank or enter or search for specific Funding Segment String values.

    2. Deposit Type: Leave blank or select from the drop down menu.

    3. Accounting Date Between: Enter date parameters for the search.

  2. After entering specific search parameters, select Apply.

Step 3: Review Output and Export Results (if needed)

  1. The Deposits Query results will display below the search parameters.

  2. If needed, you may export the output by navigating to the Action (gear) icon in the upper right corner,

    1. Select Export to Excel and Export Current Page.

End of Process

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Need help with the steps above?

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