Transaction Pending Review Or Approval (Report # R085)

Description

Use this report to obtain detailed information about the progress of transactions through the approval workflow. For each transaction, the report includes the name of the user who approved it at each level of the workflow; these columns will be blank if a transaction has not yet reached an approval level or if it was rejected. The report also indicates the number of days a transaction has been in its current Approval Status (New, InProcess, or Reviewed). This report is best viewed in Excel.

Note:The report criteria must be set to include new transactions, reviewed transactions, or in-process transactions. A value of “R” in the report type displays transactions needing to be reviewed only; a value of “A” in the report type displays transactions that have been reviewed, but not approved.

Report Columns

• Last Name

• First Name

• Account Number

• Approval Status

• Merchant Name

• Original Merchant Name

• Transaction ID

• Post Date

• Transaction Amount

• Transaction Approver Name 1

• Transaction Approver Name 2

• Transaction Approver Name 3

• Transaction Approver Name 4

• Transaction Approver Name 5

• Transaction Assigned To

• Date Assigned

• Days Awaiting Review/Approval