Expense Reports - Campus Transaction Dashboard
- Brookebarton
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This report can be used to search and view expense reports, identify status from saved to withdrawn or paid, and additional transaction details.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
Access Boise State Reporting Budget & Finance and locate Expense Reports - Campus Transaction Dashboard.
Boise State Reporting will 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”. 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.
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.
Step 2: Enter Search Parameters
Search for Expense Reports 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.
Employee Name: Leave blank or enter the name of the individual on the Expense Report
Expense Report Number: Leave blank or enter an Expense Report number.
Report Status: Leave blank or search for a specific status.
Travel Authorization Number: Leave blank or search for a Travel Authorization (TA) number.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 Expense Report 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.
Office of Continuous Improvement
oci@boisestate.edu
1910 University Dr. Boise, ID 83725-1247