Purpose

The following guide is intended for employees who are looking to view or complete any of the following actions:

· Answer business questions using the Transaction Report in the Financial Services Dashboard in Oracle

Keep in Mind

· Accounting Period Name: The timeframe in which a transaction occurs or during which financial information is presented in a report.

· Transaction Number: Unique sequence of numbers generated during the electronic transfer of funds from a consumer to a merchant.

Business Questions

· What is the transaction subtype?

· Utilize the filters to narrow the table to a specified transaction

· View the Transaction Subtype column in the table

· What is the journal line amount for the transaction?

· Utilize the filters to narrow the table to a specified transaction

· View the Journal Line amount column in the table

· When was the latest batch date?

· Navigate to the Batch Date column and click the downward arrow in the header

· View the first row

· Table is sorted descending

· What is the entry code description for the transaction?

· Utilize the filters to narrow the table to a specified transaction

· View the Entry Code Description column

Report Preview