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Budget Transfers - Campus Transaction Dashboard

Budget Transfers - Campus Transaction Dashboard

Owned by Brookebarton
Last updated: Jan 25, 2025
2 min read

Important Notes:

  • This report can be used to search and view budget transfer details including journal lines, line descriptions, posting, and “created by” for budget transfers 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 Boise State Reporting Budget & Finance and locate Budget Details - 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.

  1. After locating the Budget Details - 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

  1. Search for Budget Details using the following options:

    1. Department, Cost Center and Account: Leave these fields blank or enter or any of Funding Segment String values you want to search.

    2. Budget Transaction Type: Leave blank or select the budget transfer type(s).

    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 Budget Details 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