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
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
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
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.
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.