Reporting

All POs by Department

• Audience: Business Officers or Accounting Technicians
• Security Required: None 
• Description of Report: Provides a listing of all POs for a specific department ID with a date prompt that gives flexibility in reviewing a month, six months, a year, etc.  It will include detailed information down to the line level and will differentiate between MarketPlace and non-MarketPlace spend.

MP POs Part Paid Not Recv’d

• Audience: Business Officers
• Security Required: None 
• Description of Report: Provides a listing of all MarketPlace POs that have had at least one payment (partial) against them but are not fully received. 

MP POs Paid, Not Fully Recv’d

• Audience: Business Officers
• Security Required: None 
• Description of Report: Provides a listing of all MarketPlace POs that have been fully paid but the end user has not completed the receiving report required to close out the PO.   

My Cards to Reconcile

• Audience: PCard Reconcilers
• Security Required: PCard Reconciler Role in SAR 
• Description of Report: Displays a listing of all active and on hold PCards that you are currently a reconciler for and will include data elements such as default project ID, spending limits, spend groups, supervisor and statement approvers for each card.

My Cardholder Statements

• Audience: PCard Reconcilers 
• Security Required: PCard Reconciler Role in SAR 
• Description of Report: Requires a billing date to be entered and will then display any statement not yet submitted for that billing period, if one is required.  If no statement is needed, it will not be displayed in the report.  Additionally, it will reflect how many transactions were on the statement, how many have images, how many do not have images, what step it is pending at in the process and who are the approvers for that step. 

PCards by Dept ID

• Audience: Business Officers
• Security Required: Approve Credit Card Requests Role in SAR 
• Description of Report: Allows you to view by 2, 4 or 6 digit OUC a listing of all active and on hold cards that you have OUC security for with the role PCard Approver.  It will include data elements such as default project ID, spending limits, spend groups, supervisor and statement approvers for the card. 

Statement Status by Dept

• Audience: Business Officers
• Security Required: Approve Credit Card Requests Role in SAR 
• Description of Report: Allows you to view by 2, 4 or 6 digit OUC a listing of all statements not yet approved (if one is required) for any particular billing cycle.  The security for this report works the same as PCard by Dept ID in that it will show any cards that you have OUC security for with the role PCard Approver.  Additionally, it will reflect how many transactions were on the statement, how many have images, how many do not have images, what step it is pending at in the process and who are the approvers for that step.

Shop the MarketPlace First Dashboard

Find out how to use the Shop the MarketPlace First dashboard here.