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Important Notes:

  • This report can be used to search and view expense reports, identify status from saved to withdrawn or paid, and additional transaction details.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

Step 1: Locate and Launch the Report

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

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  1. After locating Expense Reports - 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 Expense Reports 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. Employee Name: Leave blank or enter the name of the individual on the Expense Report

    3. Expense Report Number: Leave blank or enter an Expense Report number.

    4. Report Status: Leave blank or search for a specific status.
      Travel Authorization Number: Leave blank or search for a Travel Authorization (TA) number.

    5. 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 Expense Report 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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