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Banner Report

Generating the Report

To begin look for the Banner Report menu item under the Payments Menu

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The screen will refresh and display the Banner Report Search page.


On this page you select:

User Types: Select the User Type you wish to report and pay for. 
Choose Item Type: Select the item you wish to pay for. In our example we are paying for yearly permits.
Up To and Including: Select the end date of the period you wish to pay for.
Banner Code: Enter the payment or identifying code that you wish to apply to this record in Banner. (Code 100)
Detail Code: Enter the code that represents the item you are paying for. In our case it will be a yearly permit for 2020. (YP2020)
Admin Code: Enter your admin ID number to track who is making this payment report.

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There are two functions you can perform here. Mark as Paid or Export to Excel.

Exporting to Excel

The export to Excel functionality allows the admin to export a spreadsheet of names and payments that will be made.

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Here is a sample of an exported spreadsheet. This report can then be imported into Banner to facilitate payment through a Student or Staff account.

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Mark Items as Paid

To mark these reported items paid in OPS-COM Select Mark as Paid.

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A popup window will appear for the admin to confirm the transaction.

 Click Confirm to continue.

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A confirmation screen will appear displaying the transaction code for the payment.

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If you searched the transaction code you would see this return. Note: All three items here are now paid for,

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