eTravel Report - TVL100DW

Steps:

1. How to get to Travel Reports.

a. Login to eReports (http://ereports.osu.edu/) using your name.#/password.

b. Navigate to Travel Reports.

Path: eReports > Financials >Travel Reports > TVL100DW – eTravel Report

2. How to use the Search Criteria Dashboard.

a. Select Report type from options:

eTravel Reports type option

b. Enter Required Information:

  • Business Unit as UNIV, OSUMC or OSURF (University, Ohio State University Medical Center, or Ohio State University Research Foundation).
  • Date format (xx/xx/xxxx) as applicable.

eTravel Reports Unit information

b. Choose input criteria option:

  • Option 1 – Select Vice President /College and/or Department level (Dxxx) values.
  • Option 2 – Enter Organization value (xxxxx). Additional criteria may be entered to narrow results (e.g. chartfield, traveler name, employee ID) .

c. Click the Process button process to view output result options.

eTravel Reports options

 

More Information:

  • Use the Clear Form button clear form to change input criteria.
  • Traveler Name field under Option 2 must match the case entry in the travel system.
  • Date entry is not applicable to the Ready for Reimbursement Report and will be inactive for entry.

eTravel Report options3. How to use the Output Result Dashboard.

The Output Result Dashboard will differ based on report selection.

a. Travel Request

Travel Request Data – Select check box and Export radio button, click the Process Selected Reports button process selected reports button.

  • Print option not available.
  • Export produces Excel file.
  • Data results permits additional formatting by users.

OR

Travel Request Pivot – Select check box and Print/Export radio button, click the Process Selected Reports buttonProcess selected reports button.

  • User may adjust pivot criteria.
  • Print produces formatted report.
  • Export produces Excel or PDF file.

travel request output result dashboard

 

b. Payment Request

Travel Payment Data – Select check box and Export radio button, click the Process Selected Reports button process selected reports button .

  • Print option not available.
  • Export produces Excel file.
  • Data results permits additional formatting by users.

OR

Travel Payment Pivot – Select check box and Print/Export radio button, click the Process Selected Reports button process selected reports button.

  • User may adjust pivot criteria.
  • Print produces formatted report.
  • Export produces Excel or PDF file.

eTravel Reports dashboard

c. Exception Report

Travel Exception Data – Select check box and Export radio button, click the Process Selected Reports button process selected reports button.

  • Print option not available.
  • Export produces Excel file.
  • Data results permits additional formatting by users.

OR

Travel Exception Pivot - Select check box and Print/Export radio button, click the Process Selected Reports buttonprocess selected reports button.

  • User may adjust pivot criteria.
  • Print produces formatted report.
  • Export produces Excel or PDF file.

OR

Travel Exception Report – Select check box and Export radio button, click the Process Selected Reports button process selected reports button.

  • Export produces formatted PDF file.

eTravel Reports exception dashboard

d. Ready for Reimbursement Report

Ready for Reimbursement Data – Select check box and Export radio button, click the Process Selected Reports button process selected reports button.

  • Print option not available.
  • Export produces Excel file.
  • Data result permits additional formatting by users.

OR

Ready for Reimbursement Pivot – Select check box and Print/Export radio button, click the Process Selected Reports button process selected reports button.

  • User may adjust pivot criteria.
  • Print produces formatted report.
  • Export produces Excel or PDF file.

OR

Ready for Reimbursement Report – Select check box and Export radio button, click the Process Selected Reports button process selected reports button.

  • Export produces formatted PDF file.
  • To facilitate the processing of this report, it is recommended that the status of all T#s that will not have future payments applied be changed to "closed." Note: If necessary, closed status may later be reversed by request to the Travel Office.

eTravel Reports reimbursement dashboardMore Information:

  • To return to Search Criteria (Home), click the left arrow left arrow in the upper-left corner.

eTravel Request return dashboard

Best Time to Run:

  • The reports are run on an ad hoc basis via the eReports Portal using the Interactive Reporting (IR) Web Client.

Output File Formats:

  • Formatted printable report
  • Pivot Table
  • Export to Excel
  • Export to PDF (Adobe Acrobat)

Audience:

  • This report group is available for all Business Units including University, Ohio State University Research Foundation, and Ohio State University Medical Center (UNIV, OSURF and OSUMC).