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To resource outlines the steps to run eCommerce (eMarket) reports in Transact Campus.

Step 1: Access and Sign In to Transact Campus

1. Follow this link to access the Transact Campus portal.

2. Enter the following login credential details:

   1. Operator ID: This is a unique login identifier for individual users of Transact. Treasury assigns an Operator ID and associated permissions with New User Access Requests.

   2. Password: You will be prompted to create a unique password upon initial login. Treasury assigns a password with New User Access Requests.

   3. Station:The Station Code is “000”.

   4. Client Code: The Client Code is “BOISESTATE_PROD”.

3. Select Login.

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• Home Page: This section details your unique identification information as well as other administrative information.

• Cashiering: This section allows users to create new batches to cashier Departmental Deposits. Cashiering is the process of validating and closing departmental deposits.

• Departmental Deposits: This section allows users to create Departmental Deposits. Departmental Deposits are the transactional details for your department activity.

• Find Transactions:This section allows users to query for past transactions and process returns.

• Reports:This section is where institutions and individual users can access reports in Transact Payments.

• Training & Support: This section is where users can find Training & Support within Transact Payments.

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Step 2: Run a Batch Report

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Tip
Transact Campus will generate a closed batch report for

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Bronco Hub upload at the end of the day. Best practice is to, at minimum, run the following reports regularly: Daily Paid Item Report Daily Credit Card Payment Report

To access the batch report, select complete the following:

1. Select Reports tab in the top banner.

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2. Select a report (e.g. Daily Paid Item Report).

3. After selecting a report, search parameters will generate.

   1. Update any date parameters and format settings as needed.

   2. Select Email to have the report emailed to you.

4. If needed,

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2. customize your report output by selecting Customize and updating any criteria needed.

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5. Update the Format settings to include more or less output details.

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Tip

Notes about output details and settings: Available Detail Fields: Displays a list of all available categories that could be included in the report output. To add a field, select the field name and select the right hand arrow to move the filed to the “Selected Detail Fields”. Selected Detail Fields: Displays a list of output categories that will be included in your report. If you plan to use reports for keeping records, it is important to make sure that this section is set up correctly. For example: if the customer has to enter their first name when they make a purchase, and you would like to see that information on the report, you will want to make sure that the category “FNAME” is included in this list. You can also remove some of the categories that are in this list by default. We recommend removing all defaults except for “Transaction Number” and “Item Code.” Reach out to marketplace@boisestate.edu if you need help configuring this. Check to include page headers and defined charting in export file: Check this field if you want the categories to be included in the header of your report output.

Once you are satisfied with the settings, select OK.

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To keep your customized settings for future use, select Save As > Personal Report. Personal Reports are saved on the individual profiles and are not shared across the institution.

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Locate your Personal Reports again later at the top of the Reports page.

6. Once you are satisfied with the settings, select OK to generate results.

End of Process

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Need help with the steps above?