Report Description

The Travel - Pre-Pay Auditor Management Report displays data fields that relate to current status of Travel Expense Reports with two tabs Pre-Pay Auditor Completed and Pre-Pay Auditor Pending.  This report is retrieving Archivum data for Travel and College Departments on a daily basis so they can review, track, and monitor the pre-pay auditor process within travel reporting system.

Pre-Pay Auditor Completed

Filters

Status

Current status of travel expense report: Canceled, Deleted, Deletion in Progress, Fiscal Review, Paid, Prepay Auditor, Request Approved, Submission in Progress, Supervisor Review

ER Type

Indicates the type of expense report: Mileage/Incidentals Only, Travel Request/Post-Travel Authorization, or Unknown.

Data Type: Text

ER Prepay Auditor Approved Datetime

This field stores the date (and time) the travel expense Prepay Auditor has approved.

Data Type: Date/Time (format MM/DD/YYYY HH:MM::SS tt)

PPA Approved Datetime Range

This field stores the date (and time) the travel expense PPA has approved. A range of dates can be selected.

Data Type: Date/Time (format MM/DD/YYYY HH:MM::SS tt)

Visualization

Number of ERs Approved with Paid and Request Approved Status by PPA Auditor Name

Stacked bar chart that displays the number of approved expense reports in Paid and Request Approved status by Prepay Auditor Name.

Interaction- The visualization also interact with other objects in the report to display additional data.

Expense Report by Status PPA

Pie chart that displays the number of expense reports in each status: Prepay Auditor, Request Approved and Paid.

Number of ERs Approved

Count of the Approved Expense Reports. Usually it can be counted by Prepay Auditor name.

Hold Required

Displays the number of Hold Required expense reports. Usually it can be counted by Prepay Auditor name.

Sendback Required

Displays the number of Sendback Required expense reports. Usually it can be counted by Prepay Auditor name.

Details

Expense Report ID

This field contains the system-assigned ID of the expense report associated with this travel request or expense report.

Data Type: Text

PPA UID Number

This field stores the Prepay Auditor U identification number associated with a travel request or expense report.

Data Type: Text

Prepay Auditor Name

This field stores the Prepay Auditor name associated with a travel request or expense report. Prepay Auditor name concatenates the person last name and the person first name.

Data Type: Text

Status

Current status of travel expense report: Canceled, Deleted, Deletion in Progress, Fiscal Review, Paid, Prepay Auditor, Request Approved, Submission in Progress, Supervisor Review

ER Prepay Auditor Approved Datetime

This field stores the date (and time) the travel expense Prepay Auditor has approved.

Data Type: Date/Time (format MM/DD/YYYY HH:MM::SS tt)

PPA Review

This field stores the review time in days for the travel expense approved PPA.

Data Type: Number

PPA Sendback

This field stores the senback value for the travel expense approved PPA.

Data Type: Number

Payment Type

Type of payment associated with the travel expense report such as PCard Payment or Traveler Paid - Reimburse.

Data Type - Text.

Cash Advance

This field calculates the cash advance associated with the travel expense submitted.

Data Type: Number

Hold Count

Expense report total count on hold.

On Hold Duration

Expense report duration in days currently on hold.

Type: Text

Totals

Prepay Auditor Name

This field stores the Prepay Auditor name associated with a travel request or expense report. Prepay Auditor name concatenates the person last name and the person first name.

Data Type: Text

Number of ERs Approved

Count of the Approved Expense Reports. Usually it can be counted by Prepay Auditor name.

Paid

Displays the number of approved expense reports. Usually it can be counted by Prepay Auditor name.

Request Approved

Displays the number of approved expense reports. Usually it can be counted by Prepay Auditor name.

Hold Required

Displays the number of Hold Required expense reports. Usually it can be counted by Prepay Auditor name.

Average of PPA Review (Days)

This field averages total Pre-pay Auditor Review time in days for the travel expense reports of all the auditors.

Data Type: Number

Average of On Hold (Days)

This field averages total On Hold time in days for the travel expense reports of all the auditors.

Data Type: Number

Pre-Pay Auditor Pending

Filters

Last Action Type

Indicates the type of last action taken on the travel request or expense report, such as send back, approval, or fiscal review.

Data Type: Text

On Hold Duration

Expense report duration in days currently on hold.

Type: Text

Last Action Day

The day derived from the travel request or the expense report created date.

Data Type: Number

Visualization

Days in Last Status by Expense Report and On Hold

Area chart that displays the number of days a report is in the last status with or without hold flags.

Interaction- The visualization also interact with other objects in the report to display additional data.

Expense Reports Currently in Pre-pay Auditor Queue

Donut chart that displays the number of expense reports currently in the pre-pay auditor queue that are or not on hold.

Interaction- The visualization also interact with other objects in the report to display additional data.

Pre-Pay Auditor

Card visualization that displays the number of expense reports currently in the pre-pay auditor queue.

Currently on Hold

Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have a 'Y' flag in the hold flag status.

PCard Only

Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have "PCard Payment" in their payment type.

Traveler Reimbursement

Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have "Traveler Paid - Reimburse" in their payment type.

Oldest Untouched (Days)

Card visualization that displays the Max Days in Last Status, where request's last action type is not Pre-Pay Auditor.

Details

Expense Report ID

This field contains the system-assigned ID of the expense report associated with this travel request or expense report.

Data Type: Text

Days in Last Status

This field calculates the number of days the travel request has remained in the most recent status.

Data Type: Number

Status Entry Date

The day derived from the travel request or the expense report entry date.

Data Type: Number

Expense Report On Hold

Filter will display Y/N if Expense Report is on Hold.

PPA Sendback

This field stores the senback value for the travel expense approved PPA.

Data Type: Number

Payment Type

Type of payment associated with the travel expense report such as PCard Payment or Traveler Paid - Reimburse.

Data Type - Text.

TAR Number

The Travel Authorization Request(TAR) Number with which the employee or traveler is associated. A six digit numeric code to determine FAST Department.

Type: Text

TER Number

The Travel Expense Report(TER) Number with which the employee or traveler is associated.

Type: Text

Travel Title

Travel title entered by traveler for travel request and expense report.

Traveler Name

First and last name of traveler.

Last Action Type

Indicates the type of last action taken on the travel request or expense report, such as send back, approval, or fiscal review.

Data Type: Text

Last Action Person Name

This field stores the person name of the last action taken on this travel request or expense report. Person name concatenates the person last name and the person first name.

Data Type: Text

Last Action Description

This field stores the description of the last action taken on this travel request or expense report.

Data Type: Text

Last Action Note

This field stores the note made on the last action taken on this travel request or expense report. It is overwritten when a new action is taken.

Data Type: Text

Hold Required

Displays the number of Hold Required expense reports. Usually it can be counted by Prepay Auditor name.

Data Refreshed On

Data in this report is not live, but refreshed once daily. The date on the bottom right of the report displays the last day the data was refreshed from Archivum.

Disclaimer

This report displays values as they are currently in Archivum. Those values are subject to change over time. Unauthorized use of this report is prohibited. If you log on to this computer system, you acknowledge your awareness of and concurrence with the University of South Florida policies. The University will prosecute violators to the full extent of the law.