Deposits - Campus Transaction Dashboard

Deposits - Campus Transaction Dashboard

Important Notes:

  • This report can be used to search and view deposits that have been submitted and posted to the general ledger.

  • 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 the Deposits - Campus Transaction Dashboard (in Boise State Reporting Budget & Finance).

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

  1. Search for Deposits using the following options:

    1. Segment Values: Leave blank or enter or search for specific Funding Segment String values.

    2. Deposit Type: Leave blank or select from the drop down menu.

    3. Accounting Date Between: 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 Deposits 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


Need help with the steps above?

Office of Continuous Improvement
oci@boisestate.edu
1910 University Dr. Boise, ID 83725-1247