Report Description

The Travel - Status Expense Report displays data fields that relate to current status of Travel Expense Reports with four tabs Travel - Pending Status Expense Report Summary, Details, Last Action Details, Last Send Back Details.  This dashboard is retrieving Archivum data for Travel and College Departments on a daily basis so they can review, track, and process travel expense requests.

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

Payment Type

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

Data Type - Text.

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

Expense Report by Status PPA

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

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

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

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

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.

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.

PCard Only

Displays the number of expense reports that have pcard payment in their payment type.

Traveler Paid - Reimburse

Displays the number of Traveler Paid - Reimburse 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.

Pre-Pay Auditor Pending

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

Payment Type

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

Data Type - Text.

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

Expense Report by Status PPA

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

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

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

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

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.

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.

PCard Only

Displays the number of expense reports that have pcard payment in their payment type.

Traveler Paid - Reimburse

Displays the number of Traveler Paid - Reimburse 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.

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.