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This report can be used to search for and view requisitions, identify status from saved to withdrawn or paid, and additional transaction details.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.
Step 1: Locate and Launch the Report
Access Boise State Reporting Budget & Finance and locate Requisitions - Campus Transaction Dashboard.
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 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.
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.
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 2: Enter Search Parameters
Search for Requisitions using the following options:
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
Supplier contains any: Leave blank or enter the name or characters from a name of a Supplier
Requisition contains any: Leave blank or enter a Requisition number or portion of a Requisition number
Preparer contains any: Leave blank or search for the name of the person that submitted the Requisition
Requisition Status: Leave blank or search for particular status (ex: approved or canceled)
Accounting Date: Leave blank or enter date parameters for the search.
After entering specific search parameters, select Apply.
Step 3: Review Output and Export Results (if needed)
The Requisition Query results will display below the search parameters.
If needed, you may export the output by navigating to the Action (gear) icon in the upper right corner,
Select Export to Excel and Export Current Page.
End of Process
Need help with the steps above?
For support with running this report (e.g. you received an error message) submit a Help Desk Self-Service ticket. Visit Reporting at Boise State for more information about university reporting.
If you have suggestions to improve this job aid, submit an OCI Service Request ticket.