Guide for Argos – Grant Transaction by Date Range

Grant Transaction by Date Range

1. Banner Finance Budget and Transaction Info Dashboard Report is the sixth report in the Business Services Reports.
2. Select the Grant from the pull down—only grants you have access to will be available.
3. Select the Fund.
4. Select start date and end date for your search. Use the calendar and click on the date.
5. Select your Org.
6. Select your Program. To select multiple, select the top line, then hold down your SHIFT key, and select the bottom line. If you want to select only select values, hold down the CTRL key while selecting.
7. Select the ACTIVITY code. If activity codes were not coded on the invoices, “No Activity Code” will be the only choice.
8. Select your Account Type. To select multiple, select the top line, then hold down your SHIFT key, and select the bottom line. If you want to select only select values, hold down the CTRL key while selecting.
9. Transactions will appear in the box below. You can view the items and sort by clicking the columns.
10. To save a report, look for the orange arrow at the top of the screen, and choose “REPORTS”. Two reports are available— “Grant Transaction by Date Range AND Grand Transaction by Date Range CSV.” The first is a PDF report and the second is a data download. Choose the report format you are interested in and then select “RUN”. A report will download.