Run Transact Campus Reports

Step 1: Access and Sign In to Transact Campus

Follow this link to access the Transact Campus portal.
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”.
Select Login.

Confirm you’re in the production environment. Confirmation can be found in the Messages section of the Transact homepage.

Use the left-hand navigation to access and complete actions as needed.

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.

Transact Campus will generate a closed batch report for Bronco Hub upload at the end of the day.

Best practice is to, at minimum, run the following reports regularly:

To access the batch report, complete the following:

Select a report (e.g. Daily Paid Item Report).
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.
If needed, customize your report output by selecting Customize and updating any criteria needed.

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

End of Process

Email marketplace@boisestate.edu with questions regarding report formats and automated reporting.

If you need assistance with the process outlined above, submit a ticket using the OCI Service Request link.