Transaction Report

Use this report to find all transactions charged to the cost object for the reporting period selected. You can choose to display transactions sorted by date or expense type.

Entering the Report Request Screen

Note: Depending upon your specific authorizations, you will either have a drop-down list OR an input field with a Searchhelp button (binoculars) for the Cost Object field.

1. Select the cost object if you have the drop-down list. Otherwise, you can enter it yourself or use the Searchhelp button to find it.

Using Searchhelp

1. Click on the Searchhelp button.
2. To search by cost object name, type in part of the name (ALL CAPS) in the Short text field with a wildcard character (*) either before and/or after the name. Examples are *STUDENT, STUDENT,* and *STUDENT.*
   Important: The search will not work without CAPS.
3. Click the Search button.
4. Click on the Type for the cost object to select it from the resulting list. You return to the report request screen.

2. Select the Begin and End Month and year using the drop-down arrow on the right.

Note: If you run the report for a previous month, the balance will be month-end for the selected month. If the report is run during the current month, the balance will be up to and including the current run date.

3. Select the type of transaction report for the cost object:

• Transaction List -- Lists all transactions sorted by date
• Transaction List by Expense Type -- Groups the transactions by expense type

4. Click Run Report.

Read the Transaction List Report

Read the Transaction List by Expense Type Report

5. (optional) To change the page orientation and font size before printing:

1. From the browser menu, choose Page Setup and select the desired page orientation.
2. Adjust the Scale to change the font size.

6. Click Print to obtain a hard copy of the report.

7. Click Back to return to the report entry screen.

8. Click the Home link (upper right) to exit the report.