In this guide, we show 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.
Access: The minimum permissions required to Manage a Cost Centre Transactions Report are found in the MAT Finance Module section of Config > Setup > Roles & Permissions.
Related guides:
To begin, from the left Menu, go to Reports > Finance > Cost Centre Transactions Report.
This opens the Report Parameters screen for this Report, where Parameters can be selected.
With this Report, the Financial Year and Cost Centre are key, but make sure all other Parameters are set correctly for the required data.
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.
Selecting the report parameters and clicking on Preview will generate the Report to open on the same page.
The Report looks like this:
To select new Report Parameters, click New.
To return to the selected 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 required. This is exported to the browser’s downloads folder.
To Print the report click on the Print Icon.
