Force Clear Metrics Dashboard
The OBI Force Clear Metrics (FCM) Dashboard provides budget units and organizations summary level reporting of university credit card transactions (PCard and TCard) and advance transactions that have been force cleared. This provides visibility where training or reinforcement of policy may be needed to prevent future force clear transactions.
Launch OBI FORCE CLEAR METRICS Dashboard
| Select this link... | ...for reports about |
|---|---|
| Credit Card Metrics by Employee | Summary of force cleared transactions for TCard and PCard transactions by verifier, credit card custodian, and guarantee award manager. |
| Advance Metrics by Employee | Summary of force cleared transactions for advance transactions by preparer, supplier, and award manager. |
| Force Clear Summary by Task Org | Summary of force cleared transactions and fees by task org, including percentage of transactions force cleared. |
Credit Card Metrics by Employee
Summary of force cleared transactions for TCard and PCard transactions by verifier, credit card custodian, and guarantee award manager.
Sample Business Questions
- How many force cleared PCard and TCard transactions are there for my organization, and what is the expenditure amount?
- For the PCard and TCard force cleared transactions for my org, who was the verifier, credit card custodian, and guarantee award manager?
- What was the total force cleared amount?
Selection Criteria
For best results, be sure to follow the selection criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.
Report Views
By transaction role, displays the number of force cleared transactions and force cleared expenditure amounts. Drilling on the transaction count displays details about the force cleared transaction.
Verifier Force Clear Metrics
Custodian Force Clear Metrics
To determine whether the card used in the force cleared transaction is a department or an individual card, the reports can be customized by including SU Credit Card Type Description as a new column.
Guarantee Award Manager Force Clear Metrics
Understanding the Data
For more information about the force clearing of transactions and best practices, refer to Topic Overview: Managing Aging and Outstanding Expense Transactions - Force Clearing of Aging Transactions.
Advance Metrics by Employee
Summary of force cleared transactions for advance transactions by preparer, supplier, and award manager.
Sample Business Questions
- How many force cleared advances are there for my organization, and what is the amount cleared?
- For my organization's force cleared advances, who was the preparer, the supplier/traveler, and award manager?
- What was the total force cleared amount for advances?
Selection Criteria
For best results, be sure to follow the selection criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.
Report Views
By transaction role, displays the number of force cleared advances and force cleared advance amounts. Drilling on the advance count displays details about the force cleared advance transaction.
Understanding the Data
For more information about the force clearing of transactions and best practices, refer to Topic Overview: Managing Aging and Outstanding Expense Transactions - Force Clearing of Aging Transactions.
Force Clear Summary by Task Org
Summary of force cleared transactions and fees by task org, including percentage of transactions force cleared.
Sample Business Questions
- By organization, for PCard and TCard, what percentage of all transactions were force cleared?
- By organization, how many force cleared transactions occurred by transaction type (PCard, TCard, and advances) and what were the cleared amounts?
- By organization, for Pcard, TCard, and advances, what were the force clear administrative fees that we were charged?
Selection Criteria
For best results, be sure to follow the selection criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.
Report Views
Force Cleared Summary by Task Org
Displays percentage of force cleared transactions by task org, along with count of credit card transactions and count of force cleared transactions. Drilling on the force clear transaction count displays details about the force cleared transactions.
Force Cleared Expenditure Amounts by Task Org
Displays the total force cleared expenditure amounts by task org, along with count of force cleared transactions. Drilling on the transaction count displays details about the force cleared transactions.
Force Cleared Fees by Task Org
Displays the total force cleared administrative fees by task org, along with the count of force cleared transactions. Drilling on the transaction count displays details about the force cleared transactions.
Understanding the Data
For more information about the force clearing of transactions and best practices refer to Topic Overview: Managing Aging and Outstanding Expense Transactions - Force Clearing of Aging Transactions.
