C3. Report cycle overview
The Controlling Cycle Times dashboard provides a comprehensive overview of the approval status of expense reports, tracking their progress from submission to closure. It visualizes the distribution of reports across different approval states and enables drill-down capabilities to access detailed information about each report's status.
This dashboard is based on the approval status of expense reports.
The values are either:
(N/A): this means the reports that are Posted and are pending submission.
Open or Draft: this means the reports that are submitted and are pending approval.
Approved: this means the reports that are approved and are pending control.
Closed: this means the reports with all of the items are Approved. Note that this state is not the same as Closed by Control.
Rejected: this means the reports are rejected by the controller.
Settled: this means the reports are marked for settlement.
The date range filter takes into account the submission date of a report.
Sections:
Approval Overview (amounts in Group Currency): This section focuses on visualizing the approval status of expense reports over different months, comparing the number of rejected reports with closed reports, and providing insights into reports that are pending closure after being approved.
Reports to be closed (approved): This section presents a report that highlights the status of reports that have been approved but still require closure. Drill-down capabilities allow users to access the detailed information of these reports, providing a clear overview of their approval status.
Reports closed or rejected: This section provides a report that showcases the details of reports that have undergone the approval process, indicating whether they have been closed or rejected. Users can drill down into individual reports to gather specific information about their approval status.
Reports per Approval State over Submission Time: This section displays a report that presents the details of reports' approval status over their submission time. It provides a comprehensive overview of the timeline and distribution of reports across different approval states.
Drill Down Capabilities:
Drill down into the "Reports to be closed (approved)" report allows users to access the "Report details (to be closed by approver)" report, providing detailed information on the pending closure reports after approval.
Drill down into the "Reports closed or rejected" report enables users to access the "Report details (closed/rejected)" report, offering comprehensive details on the closed and rejected reports.
Purpose:
The dashboard enables organizations to track and analyze the approval process of expense reports. It helps monitor the progress and efficiency of the approval workflow, identify bottlenecks or delays, and ensure timely closure of approved reports.