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Important Notes:

  • This report can be used to view payment information, such as payment number, for paid invoices.

  • 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 Payments - 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”. 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 Payments - 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.

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Step 2: Enter Search Parameters

  1. Search for Payments using the following options:

    1. Party Name (Supplier): Leave blank or search for Supplier/Party to ensure accuracy.

    2. Transaction (Invoice) Number: Leave blank or enter transaction number.

    3. Payment Method: Leave blank or search for a specific payment method.

    4. Check Number: Leave blank or search for a specific check number.

    5. Payment 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 Payments 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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