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Pcard Reports

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Crystal Reports software is not required to run the web report templates.

Submit a Report Request Form to modify an existing report or to request the creation of a new report.


PCard Reconciliation Report Templates

PCard Transactions by Default Department Org WEB Report

PCard Transactions by Default Department Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-08-19

Description:
Displays all Procurement Card (Pcard) purchases (card swipes transmitted by the bank) and their status for an Organization within a specific time frame. Transactions listed are associated to a Department Organization code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements.

Report Help:
PCard Transactions by Default Department Organization [.pdf]

Prompting Query Fields:
- Default Dept. ORG code
- Starting transaction date
- Ending transaction date
- Status code

PCard Transactions by Default Faculty Org WEB Report

PCard Transactions by Default Faculty Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Procurement Card purchases (card swipes transmitted by the bank) and their status for a Faculty level ORG within a specific time frame. Transactions listed are associated to a Faculty Organization code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements<,/p>

Report Help:
PCard Transactions by Default Faculty Organization [.pdf]

Prompting Query Fields:
- Faculty ORG code
- Starting transaction date
- Ending transaction date
- Status code

PCard Transactions by Default Fund WEB Report

PCard Transactions by Default Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Procurement Card (Pcard) purchases (card swipes transmitted by the bank) and their status within a fund for a specific time frame. Transactions listed are associated to a Default Fund code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements
.

Report Help:
PCard Transactions by Default Fund [.pdf]

Prompting Query Fields:
- Default Fund code
- Starting transaction date
- Ending transaction date

PCard Transactions by McGill ID WEB Report

PCard Transactions by McGill ID CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-10

Description:
Displays all Procurement Card (Pcard) purchases (card swipes transmitted by the bank) for a given employee id within a specific timeframe. The employee id may be that of a cardholder or an administrator, depending on the desired output. Transactions listed are associated to a Default Fund code by virtue of the PCard default FOAPAL, and not the FOAPAL charged.
Report cannot be reconciled to monthly financial statements.

Report Help:
PCard Transactions by McGill ID [.pdf]

Prompting Query Fields:
- Starting transaction date
- Ending transaction date
- Employee ID
- Cardholder or Administrator

Posted PCard Transactions by Department Org WEB Report

Posted PCard Transactions by Department Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-14

Description:
Displays all posted Procurement Card (Pcard) purchases in a Department ORG for a given fiscal year within a range of fiscal periods.

Report Help:
Posted PCard Transactions by Department Org [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Dept. ORG code

Posted PCard Transactions by Faculty Org WEB Report

Posted PCard Transactions by Faculty Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-14

Description:
Displays all posted Procurement Card (Pcard) purchases in a Faculty ORG within a range of Fiscal periods. Transactions are grouped by Department ORG, Cardholder, and by Fund.

Report Help:
Posted PCard Transactions by Faculty Org [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Faculty ORG code

Posted PCard Transactions by Fund WEB Report

Posted PCard Transactions by Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-14

Description:
Displays all posted Procurement Card (Pcard) purchases in a fund within a range of Fiscal periods. Transactions are grouped by Cardholder.

Report Help:
Posted PCard Transactions by Fund [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Fund code