PCard Transactional Data - Account Level
PCard Transactional Data - Account Level
The PCard Transactional Data - Account Level report provides information on transactions for selected PCards. Below is an image of the searchable items on this report.
To retreive purchase orders for a specific P-Card, you should enter the last 4 digits of the card in the Last 4 digits of Credit Card # field. To show all P-Cards for your RC, enter one or more RC codes separated by commas in the RC Code field. To show all P-Cards for your organization enter one or more org codes separated by commas in the Organization Code field. You can limit it by the date by entering starting and ending transaction dates. The format of these dates should be mm/dd/yyyy
After you have set up the search criteria. You can select the output type, your output destination, and other available options.
This report only provides an Excel output, which will open up in Excel and can be saved on your departments server just as you would any excel document you have created. Be sure the location you are saving the document to is secure.
You can choose to wait for the query to finish running, or you can have it run in the background and you will receive an email link to the completed report when it is finished running.
When you have made all of your selections click on the Run button.
You should be able to answer most questions about P-Card transactions using this report.
If you have any questions please contact purchasing-l@indiana.edu.