Guide for Argos – Budget and Transaction Fiscal Year Bound

Banner Finance Budget and Transaction Info Dashboard Report—Fiscal Year Bound

1. Banner Finance Budget and Transaction Info Dashboard Report is the second report in the Business Services Reports.
2. Select the Fiscal year from the pull down—if you want a year other than the current year.
3. Select the optional Fiscal period from the pull down.
4. Select your fund(s), then click the Account Category totals tab, to select individual account categories, hold down the CTRL key and click on the accounts. To select account categories in blocks or all, hold down the SHIFT key while clicking on the first account category, and then the last account category.
5. Select your fund(s), then click the Account totals tab, to select individual accounts, hold down the CTRL key and click on the accounts. To select account in blocks or all, hold down the SHIFT key while clicking on the first account, and then the last account.
6. Next, click on the Transaction Detail tab.
7. Go to the Report Options at the top of the screen and select either a Summary or a Detail report.
8. Select ‘Run’ and the report will display or save.
9. Once the report is displayed, you can Print, Save the report.