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Important Notes:

  • This report can be used to search for and view requisitions, identify status from saved to withdrawn or paid, and additional transaction details.

  • 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 1: Locate and Launch the Report

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

Tip

There are two views in Boise State Reporting: Card and List.

  • 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”. Use 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.

  1. After locating Requisitions - Campus Transaction Dashboard, select Launch on the report card or Launch located on the right side of the report name if you’re in list view.

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 Requisitions using the following options:

    1. Fund, Department, Cost Center, Account, Supplemental and Project: Leave these fields blank or enter or any of Funding Segment String values you want to search

    2. Supplier contains any: Leave blank or enter the name or characters from a name of a Supplier

    3. Requisition contains any: Leave blank or enter a Requisition number or portion of a Requisition number

    4. Preparer contains any: Leave blank or search for the name of the person that submitted the Requisition

    5. Requisition Status: Leave blank or search for particular status (ex: approved or canceled)

    6. Accounting Date: Leave blank or 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 Requisition 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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