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Agenda Welcome and Introductions Report uses About the reports, what you need
to know Demonstration• Creating, Running & Interpreting Reports• Setting Subscriptions
Wrap-up and Q&A
Report Uses Replaces RIP/Non-RIP invoice
notifications (by 12/31/2011) Track payments and resolve issues Aid in budget reconciliation Assure appropriate use of resources Manage compliance issues• High risk transactions
About the Reports Draws data from the PAS Data
Warehouse & JP Morgan Chase
PAS: updated daily, as current as prior day PaymentNet: updated monthly, after ProCard
payment is made
About the Reports Relies on ‘Open Access Policy’• Anyone with an individual NetID can gain
access• Shared NetIDs will not work
Conforms to Records Retention Guidelines
• No need to print duplicate copies of invoices Exception: Manual invoices
• ProCard reports do not replace required documentation
About the Reports Organization codes are needed to
run reports Drill through capabilities exist to
see granular details Printing & extracting are possible Subscriptions manage report
delivery
Reports AvailableDetails View
List View
Folder contentsReport Name: Click hyperlink to build a report
Description: Explains what the report will provide
Subscriptions: Manage report delivery
Prepare & View a Report• All reports are run by Organization Code • All fields must be filled in• Major area, Department and Date Range define
the amount of data provided
Click “View Report” to see details
Report characteristicsNavigate to reports homepage, or folder using the “Breadcrumbs”
Export or Print
(Optional)Navigate to other pages
Report characteristics
Links provide additional details, or open email
program
A “+” sign indicates the
section is expandable
Executive summary
explains what report
provides
Report characteristics
Displays the date the data was last
updated in the Data Warehouse
The report will always show which Sub-Organizations,
or other details, were included
Subscriptions (using IE)
Drop down box appears when
working in Internet Explorer only
Subscriptions (using IE)Subscription
for this report
Remove the
checkmark
Browser compatibility Use the following browsers• Internet Explorer (IE)• Mozilla Firefox
• IMPORTANT! Google Chrome will not work!
Demonstration of PD Reports
