1. PCOLS
PCOLS REPORTING

2. Please dial in to join us.
Commercial OR
DSN
Access Code: #

3. Help and Support PCOLS Help Desk
Phone: , com , or DSN
Operation Hours: 24x7
PCOLS DAU Continuous Learning Module CLG005
Contains: Role-Based Training for PCOLS
PCOLS Website at DAU Acquisition Community Connection (ACC)
Contains: Site Deployment Packet, Frequently Asked Questions (FAQs)
System User Manuals
Rapids Self Service and milConnect for Address and updates

4. PCOLS Reporting Overview
The PCOLS Reporting application provides a defined set of reports on purchase card accounts based on a PCOLS user’s role defined in EMMA. Reports can be generated only for organizations in which a user is associated.
In order to provide these reports, the PCOLS reporting application will utilize data from EMMA, AIM, DEERS, Data Mining, RAD, and appropriate bank systems.
Note: The PCOLS Reporting database will be updated daily during the 2:00am to 5:00am system unavailability window; therefore, current data in all reports will not be available until the next business day.

5. PCOLS
PCOLS REPORTING
Provisioning Token Report is no longer available to PCOLS Users due to the change to the Provisioning process in EMMA. The Provisioning Status Report will no longer report Pending Users. The report can still be run but will only include Active Users
List of all the reports and who has access to them. A/OPC’s have access to all the reports.

6. PCOLS 15 Available Reports
A/BO Report Account Status Report Case Disposition Detail Report Case Disposition Summary Report Conflict of Interest Report Escalated Transaction Report Flagged Transaction Report Infraction Detail Report Managing Account Review Report Program Management Report Provisioning Status Report Purchase Card Report Recommended Action Summary Report Training Due Report Workflow Aging Report

7. Select “sign in” to log in to PCOLS
Logging in to PCOLS
Ogle web site: o to the PCOLS Single Sign-on (SRS):
Select “sign in” to log in to PCOLS

8. Notice and Consent
Review the Notice and Consent page and click “ok”

9. Registered User Logon
Click “continue” to log in with your cac card

10. Select Application
Log in to PCOLS Reporting from the Suite of Applications

11. Select Application
PCOLS Reporting offers a help area to get more detailed information on each report and how to format, view, print, and save the report.

12. Select role
Select the A/OPC role

13. Select role
Select the A/OPC role

14. Select report to run
The A/OPC has 15 reports they can run which are listed here.
Select the report to run from the list. We will start with the A/BO Report

15. Benefits of running the A/BO report:
Quick check of A/BOs assigned to accounts
Full Managing Account number displayed
Cross reference of A/BOs that have access to DM and RAD
Verify where PCOLS notification s are being sent

16. A/BO Report
Select the organization or click select all to show all organizations and click run

17. A/BO Report
The report details the A/BO name, and phone number by Managing Account

18. Benefits of running the Account Status Report:
Monitor progress of account migration
Snapshot of the account status for Cardholder and Managing Accounts

19. Account Status Report
Select the organization or click “select all” to show all organizations and click run

20. Account Status Report
The report details the organization name along with the number of pending, active, suspended, and cancelled Managing and Cardholder Accounts and totals.

21. Case Disposition Detail Report
Benefits of running the Case Disposition Detail Report:
Quickly review transactions with a disposition other than “Valid” or “Contract Payment” (lost/stolen, fraud, etc.)
Displays the A/BO and Cardholder for the transaction

22. Case Disposition Detail Report
Select the organization and reporting cycle and click run

23. Case Disposition Detail Report
The report details Data Mining flagged transactions for each selected organization and displays a list of all transaction information for cases closed as not valid or contract payment.

24. Case Disposition Summary Report
Benefits of running the Case Disposition Summary Report:
Quickly review total dollar amounts for all flagged transactions in a given A/OPC organization
View all cases reviewed at the end of the billing cycle to find total cases and the disposition assigned by the A/BO

25. Case Disposition Summary Report
Select the organization and reporting cycle and click run

26. Case Disposition Summary Report
The report details the organization name of the A/OPC, the total number of cases closed. The total dollar value is included as well.

27. Conflict of Interest Report
Benefits of running the Conflict of Interest Report:
Quickly find areas where there is a conflict of interest with Cardholders and A/BO’s
Displays all data necessary to locate accounts to take corrective action

28. Conflict of Interest Report
Select the organization and click run

29. Conflict of Interest Report
The report details a list of individuals within an organization that hold an A/BO role and a Cardholder role within the same Active or Suspended Managing Account.

30. Escalated Transaction Report
Benefits of running the Escalated Transaction Report:
Allows users to view details of transactions flagged for review that were escalated by A/OPC organization
Provides all information needed to identify the Managing and Cardholder account

31. Escalated Transaction Report
Select the organization

32. Escalated Transaction Report
Select the date range and transaction type then the sort order and escalation level and click run

33. Escalated Transaction Report
The report details all escalated transactions for the date range and criteria selected including the amount and date of the transaction, the merchant and cardholder name.

34. Flagged Transaction Report
Benefits of running the Flagged Transaction Report:
This report allows users to view details of transactions flagged for review during a specific time period.
This report allows the user to see what was flagged for the A/BO as well as what was flagged as High Risk for the A/OPC

35. Flagged Transaction Report
Select the organization and date range

36. Flagged Transaction Report
Select the type of transaction and sort order then click run

37. Flagged Transaction Report
The report details all transactions that have been flagged during the specified timeframe. The report will display how the case was dispositioned or if the case is new.

38. Infraction Detail Report
Benefits of running the Infraction Detail Report:
Determine what infractions occurred, such as Split Payments, Lack of Adequate Source Documentation, no consideration for Green Procurement, etc.
Quickly find patterns of infractions where corrective action is required

39. Infraction Detail Report
Select the organization and reporting cycle and click run

40. Infraction Detail Report
The report details all infractions from cases with a disposition and a transaction date within the reporting period.

41. Managing Account Review Report
Benefits of running the Managing Account Review Report:
Determine what upcoming reviews will need to be completed
Display any managing account reviews that are past due

42. Managing Account Review Report
Select the organization and select past due account or enter review dates and click run

43. Managing Account Review Report
The report details a list of individuals with past due account review dates. These dates were entered into AIM by the A/OPC when they issued the Managing Account.

44. Program Management Report
Benefits of running the Program Management Report:
Ability to view high level GPC data for a giving billing cycle
Provide overall health of GPC program

45. Program Management Report
Select the reporting cycle and organization and click run

46. Program Management Report
The report details 5 sections for a particular organization during one bank cycle. The sections include: Program Summary, Monthly Account Review, Report Card/Program Health, Case Disposition, and Infraction Category.

47. Provisioning Status Report
Benefits of running the Provisioning Status Report:
Ability to quickly view active users provisioned in EMMA
As of the release on March 10th the PENDING USERS have been removed. This report will displayed Active users only. The Pending Users will be added back at a later date.

48. Provisioning Status Report
The report details a list of users provisioned in EMMA, within the selected organization.

49. Provisioning Status Report
Select the organization and user/role status and click run

50. Benefits of running the Purchase Card Report:
Ability to quickly view all cardholder data
Verify purchase limits and special designations

51. Purchase Card Report
Select the organization and card/convenience checks option and any special designations and click run

52. Purchase Card Report
This report details a list of cardholder accounts and includes data such as account number and purchase limits.

53. Recommended Action Summary Report
Benefits of running the Recommended Action Summary Report:
Ability to quickly view all planned actions for transaction that were closed as other than Valid and Contract Payment
Lists details each case, including the number closed with the same disposition

54. Recommended Action Summary Report
Select the organization and reporting cycle and click run

55. Benefits of running the Training Due Report:
Ability to quickly view all training due for cardholders and A/BOs
Find any training that may be past due

56. Training Due Report
Select the organization the user role and review date period and click run

57. Training Due Report
The report details a list of dates that training is due for A/BOs, Cardholder, or both. The date reported is listed as 2 years from the current date of the training listed in AIM.

58. Benefits of running the Workflow Aging Report:
Ability to quickly view all outstanding tasks that need to be completed
View what user has the task in the workflow

59. Select the organization and age of request and click run
Workflow Aging Report
Select the organization and age of request and click run

60. Workflow Aging Report
The report details users tasks that have been in a workflow longer than the time frame selected. The data includes the user that is currently assigned to the task in AIM.

61. Purchase Card On-line System (PCOLS)
This concludes the PCOLS Continuous Learning Module for PCOLS Reporting