Pulling a Report in Marketplace

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Presentation transcript:

Pulling a Report in Marketplace Treasury 5/1/2019

Log into U.Commerce/Marketplace Go to https://secure.touchnet.net/central/ to log in to Marketplace. 7/25/2019

Log into U.Commerce/Marketplace Select “Marketplace” under the Applications Menu. 7/25/2019

Otherwise, select “Stores” to view the available Marketplace stores. Find “Marketplace Reports” on the bottom of the left side of the screen. If you are using a 3rd party vendor, the reports will be under the “uPay Sites” dropdown menu. Otherwise, select “Stores” to view the available Marketplace stores. Note: Only Accountants have access to this menu and to pull reports. 7/25/2019

Click on the report that will provide the needed information. The “By Product Report” will provide the most useful information for reconciling cost centers or pulling transaction number and customer information. 7/25/2019

Enter the desired date range and click on the “View” button to run the report. 7/25/2019

Click on any of the Product Names to only view one product, or check all boxes and click on the “View Multiple Products Detail Report” button to view all. 7/25/2019

Select “Export to CSV” to view the report in Excel. 7/25/2019

Please contact FMS-Treasury@utdallas.edu with any questions 7/25/2019