In this guide, we show How to Run the Cost Centre Transactions Report within the Finance Module.
Access: The minimum permission required to run the Cost Centre Transactions Report is found in the Finance Module section Config > Setup > Roles & Permissions.
This report can be used to achieve a Cost Centre Transaction Listing, showing a transaction summary of spend/income against individual Cost Centre. This Report is best suited for Finance Managers, Finance Administrators, Bursars and School Business Managers.
Related Guides
To begin, go to Modules > Finance > Finance Home Page > Reports > Cost Centre Transactions.
Select the information to be shown from the Report Parameters.
Financial Year and Fund are key. Make sure all other Parameters are set correctly.
This report can be run for All Cost Centres, Individual Cost Centres or Cost Centre Groups.
Once all Report Parameters have been defined, click Preview.
This runs the Report, providing all the data within the set Parameters.
At the top of the page, there are some buttons which each serve a function.
To return to Report Parameters, click Edit.
To create a Report Schedule, click Schedule. See: How to Use Finance Reports.
To Export the report, click on the Export Icon and select the Export format required. This will be exported to the Browser’s Downloads Folder.
The Report can be opened from the Browser’s Downloads Folder.
