PCard Efficacy (PCE) Dashboard
The OBI PCard Efficacy (PCE) Dashboard provides reports and visualizations that show how organizations and employees use the purchasing card (PCard) and how quickly staff process PCard transactions. The dashboard provides high level reporting on:
- Counts of all transactions vs. those that were withdrawn or returned, displayed by organization or employee
- Average processing times for verifications and approvals, including trend analysis over time
- PCard transactions by date range and dollar amounts
- PCard spending grouped by card holder, verifier, and approver
- PCard transactions organized by expenditure type and merchant category code description
PCard transactions of all statuses are included in the statistics, unless where noted. The verifier listed is the verifier at the time of the PCard transaction
Launch OBI PCard Efficacy Dashboard
| Select this link... | ...for reports about |
|---|---|
| PCard Withdrawn by Org | Shows counts and percentages of PCard transactions that were withdrawn prior to final approval by organization. |
| PCard Returned by Org | Shows counts and percentages of PCard transactions that were returned prior to final approval by organization. |
| PCard Verifier Stats | Shows counts and percentages of PCard transactions that were returned or withdrawn prior to final approval by verifier. |
| PCard Processing Stats | Shows PCard transaction counts and displays the average processing times for verification and approvals. Graphically displays how these averages trend over time. |
| PCard Transactions in Range | Shows PCard transactions and amounts within the specified dollar range amounts. |
| PCard Detail by Employee | Shows spending of PCard transactions data by cardholder, verifier, and approver. |
| PCard Detail by Expenditure Type | Shows PCard Transactions data grouped by expenditure type and merchant MCC description. |
PCard Withdrawn by Org
Shows data on PCard transactions that were withdrawn prior to final approval. Displays graphical and tabular views of withdrawn vs. not withdrawn PCard transactions by organization.
Sample Business Questions
- How many PCard transactions within my organization have been withdrawn by the verifier?
- By organization, what percentage of total PCard transactions have been withdrawn?
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
Displays graphical and tabular views of withdrawn vs. not withdrawn PCard transactions by organization. The report includes transactions that have been withdrawn prior to being approved.
Only the first transaction withdrawal is counted, so any subsequent withdrawals prior to approval are not included in the count.
Drilling on the transaction counts will display details about each transaction. Subsequently drilling on the SU Credit Card Transaction ID Number displays the credit card transaction detail, including aging data and approval history.
PCard Returned by Org
Shows data on PCard transactions that were returned prior to final approval. Displays graphical and tabular views of returned vs. not returned PCard Transactions by organization.
Sample Business Questions
- By organization, how many PCard transactions have been returned by an approver?
- By organization, what percentage of total PCard transactions have been returned?
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
Displays graphical and tabular views of returned vs. not returned PCard Transactions by organization. The report includes transactions that have been returned prior to being approved.
Only the first transaction return is counted, so any subsequent returns prior to approval are not included in the count.
Drilling on the transaction counts will display details about each transaction. Subsequently drilling on the SU Credit Card Transaction ID Number displays the credit card transaction detail, including aging data and approval history.
PCard Verifier Stats
Shows data on PCard transactions that were returned to the verifier or withdrawn prior to final approval. Displays graphical and tabular views of returned and withdrawn transactions by verifier .
Sample Business Questions
- By verifier, what is the number and percentage of PCard transactions that have been returned to the verifier by an approver?
- By verifier, what is the number and percentage of PCard transactions that have been withdrawn by the verifier?
- In my organization, who could benefit from more training?
- Who is the verifier's supervisor for these transactions?
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 returned, withdrawn and total PCard transactions by verifier.
- Displays tabular and graphic views. The bar charts display up to 25 bars.
- Toggle the view between Verifier Full Name or Verifier Supervisor Full Name to update the table and diagram accordingly.
Only the first transaction return or withdrawal is counted, so any subsequent returns or withdrawals prior to approval are not included in the count.
Drilling on the transaction counts will display details about each transaction. Subsequently drilling on the SU Credit Card Transaction ID Number displays the credit card transaction detail, including aging data and approval history.
PCard Processing Statistics
Shows PCard transaction counts and displays the average processing times for verifications and approvals. Graphically displays how these averages trend over time. Transactions that are pending approval or were force cleared are not included in these metrics. Data about force cleared transactions can be found on the OBI Dashboard: Force Clear Metrics.
Sample Business Questions
- How long has it taken by organization to fully process (submit and approve) a PCard transaction?
- How long on average are the verifiers in my organization taking to submit a PCard transaction for approval? How long are the approvers taking to approve a PCard transaction?
- What are the trends for processing time within my organization?
- What is the average time, by cardholder, to process and approve a PCard transaction?
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
Aging of Transactions
Aging of Transactions displays by organization or transaction role the PCard transaction count, average number of days to submit, and average number of days to approve.
Note: When Approver Full Name is listed as "Unknown" it is an indication that an end route approval was included.
For department credit cards where the department name is the cardholder, the credit card custodian is displayed as the cardholder.
Drilling on the transaction counts will display details about each transaction. Subsequently drilling on the SU Credit Card Transaction ID Number displays the credit card transaction detail, including aging data and approval history.
Average Processing Times
Average Processing Times displays the average processing times (verifications or approvals) by month during the time range specified in the selection criteria.
Average processing approval time is calculated based on the elapsed time between the Original Submit Date and the Latest Approval Date for fully approved transactions.
Average processing verification time is calculated based on the elapsed time between the SU Credit Card Posted Date and Original Submit Date for fully approved transactions.
Understanding the Data
PCard dates defined
| Expense Incurred Date | The date the credit card transaction occurred |
| SU Credit Card Posted Date | The date that the transaction was posted into the AP Oracle module from the bank file |
| SU Credit Card Original Submit Date | The date the verifier first submits the verified transaction for approval |
| Latest Approval Date | The date that the final approval occurred for a fully approved transaction |
Processing times
PCard Transactions in Range
Shows PCard transactions and their associated amounts within the dollar amounts specified in the prompts.
Sample Business Questions
- How can I focus on and analyze those transactions based on specific transaction amount ranges?
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
PCard Transactions in Range displays PCard transactions that fall within the range of the selected amounts. This report allows you to narrow your search on transactions and perform more efficient analysis of certain transaction amounts.
Note: When Approver Full Name is listed as "Unknown" it is an indication that an end route approval was included or that the transaction is not yet approved.
PCard transaction detail drills
Drilling on the SU Credit Card Transaction ID Number displays the credit card transaction detail, including aging data and approval history.
PCard Detail by Employee
Displays PCard spending data and returns of PCard transactions by cardholder, verifier, and approver.
Sample Business Questions
- How is the workload of PCard processing distributed throughout my organization?
- Which cardholder has the highest dollar amount of PCard transactions over a period of time?
- Where should I focus on training when it comes to minimizing PCard returns and reducing resubmissions?
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
Toggle the view between All PCard Transactions By Amount And Count or Returned PCard Transactions By Amount And Count for the following reports.
Note: When Approver Full Name is listed as "Unknown" it is an indication that an end route approval was included or that the transaction is not yet approved.
View by all PCard transactions by amount and count
For each employee and their transaction role (cardholder/custodian, verifier, and approver) displays total transaction amount and count, including percentage of totals.
- The same data from the Verifier and Approver perspective is displayed in the other report sections.
- Toggle the view between By Amount or By Transaction Count to update the bar charts accordingly. The bar charts display up to 25 bars.
View by returned PCard transactions by amount and count
For each transaction role (cardholder, verifier, and approver) displays returned PCard transactions by amount and counts, including percentage of totals.
- The same data from the Cardholder and Approver perspective is displayed in the other report sections.
- Toggle the view between By Amount or By Transaction Count to update the bar charts accordingly. The bar charts display up to 25 bars.
Drilling on the transaction amounts will display details about each transaction. Subsequently drilling on the SU Credit Card Transaction ID Number displays the credit card transaction detail, including aging data and approval history.
PCard Detail by Expenditure Type
Shows PCard Transactions data grouped by expenditure type and merchant category code (MCC) description.
Sample Business Questions
- For my organization, what is the PCard activity by merchant category code (MCC) description?
- How much are we spending by expenditure type and what is our distribution of spending across expenditure types?
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 organization, displays a summary by amount, count and percentages by the expenditure type or the merchant category code (MCC) code.
- Toggle the view between By Amount or By Transaction Count to update the pie chart accordingly.
- The pie chart displays the top 10 of the table results.
Drilling on the transaction amounts will display details about each transaction. Subsequently drilling on the SU Credit Card Transaction ID Number provides the detail on each transaction for that expenditure type or MCC description.