In this guide, we will show you how to manage a Cost Centre Transactions Report in MAT Finance. It can be used to show a breakdown of Ledger Code transactions made against individual Cost Centres.
Related guides: How to Set User Access in MAT Finance
Access: To carry out this task, you will need the following permission from within the Finance > Reports Module of Config > Setup > Roles & Permissions.
Reports > Finance > Cost Centre Transactions Report
This will take you to the Report Parameters screen for this report, where you define which information you would like it to find.
With this report, the Financial Year and Cost Centre are key, but make sure all other Parameters are set correctly for the data that you wish to see.
This report can be run for all Cost Centres, individual Cost Centres or Cost Centre Groups.
Note: Cost Centre Group, when selected, will filter the Cost Centre to only those in that group.
Note: Users will only see Cost Centres assigned to them in the Data Access Control Config page. See Related Guides.
Selecting the report parameters and clicking on Preview will generate the report to open on the same page.
To select new Report Parameters, click New
To return to chosen Report Parameters, click Edit.
To create a Report Schedule, click Schedule. See: How To Make A Scheduled Report
To Export the report, click on the Export Icon and select the Export format that you require. This will be exported to your PC downloads folder.
To Print the report click on the Print Icon.
