Understanding the SC032 Workflow Metrics Report in Cognos Analytics

A

Transaction Type

• All (Total of all Expense Reports, Requisitions, and Online Vouchers)
• Expense Reports (includes reimbursement, reconciling advances, and My Wallet reconciliation)
• Requisitions
• Payment Requests

B

Number Submitted

By Transaction Type; the total number of transactions submitted and fully approved within the given date range when the report is run.

• For example, Expense Reports and Payment Requests that are paid and Requisitions that have been fully approved with POs dispatched.
• To further clarify, running a report today for the date range 1/1/2016 – 1/15/2016, would not include a transaction that was submitted on 1/15/2016 and paid on 1/20/2016.
  • Similarly, a transaction that was submitted on 1/10/2016 and is still in workflow would not appear on the report.
  • Also, a transaction submitted on 12/27/15 and paid on 1/5/16 would not appear on the report because the submitted date falls outside of the date range for which the report was run.

C

Mean Aging

The average number of days transactions took to be fully approved. 

D

Transactions

Each of the columns to the right of Mean Aging are the approval levels that the transactions could go through, with the total number of transactions that went through these levels.

• A transaction may not go through all of the approval levels listed.
• For Expense Reports and Payment Requests, the final level of approval is Accounts Payable.

  Important note when running by department: Some transaction approvals, such as Accounts Payable for Expense Reports, are applied at the header level (transaction, e.g. expense report) instead of the line level (where the chartstring is stored). For those types of transaction approvals, the transaction number cell will display zero when using the department prompt ASRSP and Accounts Payable approve at the header level for Expense Reports and Payment Requests.All other counts of transaction approvals for the date range selected will be returned correctly.

E

Days

The average number of days it took to approve a transaction at that level.

• If a transaction were to be submitted and fully approved within the same day, it would count as 1 day within each approval level. 

F

Detail Drill

In HTML, links to the SC033 Workflow Metrics Detail Report which gives high-level details about the transactions that make up the counts for each transaction type.

• The intent is to let you identify specific transactions for your own deeper research.
• It is not meant to be comprehensive; giving only basic header information.
• Each drill opens in a new tab.