- Understanding Oracle Travel Request Management Reports
- Understanding Oracle Travel Request Management Reports
- This section is intended for managers
- reviewing reports for their directs.
- You must have a solid working knowledge of Oracle Business Activity Monitoring (BAM) before creating or editing the Oracle Travel Request Management (TRM) dashboards and reports.
- For information on creating and editing Oracle BAM reports, see "Creating and Managing Reports," in
- Oracle Fusion Middleware User's Guide for Oracle Business Activity Monitoring
- This section covers the Oracle BAM dashboard and reports delivered with Oracle TRM. Oracle
- Travel Request Management includes four dashboards, Maintain Cost Centers, Travel Executive Dashboard, Travel Operations Dashboard, and Approval Hierarchy Dashboard, with ten reports. These reports
- use information from the travel requests submitted in Oracle TRM. Information from saved travel requests is not used in the reports.
- Maintain Cost Centers
- The Maintain Cost Centers dashboard contains the parent and child cost centers used in the reports and views. Oracle TRM does not ship with predefined cost centers. You have to add the cost centers for your organization. Cost centers are saved in the TRM BAM Cost Center data object. In the reports the Parent Cost Center is referred to as Summary CC and the Child Cost Center is referred to as Cost Center. The Maintain Cost Center dashboard is in a table format with Parent Cost Center, Child Cost Center, Created By, and Date Created columns, from left to right. The rows are listed in descending alphabetical order based on the Parent Cost Center.
- Executive Dashboard
- The Executive Dashboard includes six reports:
- Overview
- Travel Cost by Month
- Travel Cost by Summary Cost Center
- Travel Cost by Cost Center
- Date Driven Travel Cost by Cost Center
- Approval Analysis
- The reports display information based on the cost center and time period selected when opening the dashboard. You can change the selected cost center and time period for each report. The Overview and Approval Analysis reports have multiple views, and the other reports have a single view. The travel costs are comprised of the air, hotel, and car costs for each trip. The following provides an explanation and sample image of each report and view.
- Overview
- The Overview Report contains four views for approved travel costs.
- Travel Cost by Period
- The Travel Cost by Period view is a 3D stacked bar chart summarizing the total approved travel and pending travel costs by quarter or year. The X-axis displays the Total Approved Cost with the Total Pending Cost stacked for each quarter or year depending on the selected tab and specified criteria. The Y-axis shows the total travel costs in increments of 2000, from zero to infinity.
- Approved Travel Cost by Travel Type
- The Approved Travel Cost by Travel Type view is a pie chart summarizing approved travel costs by Domestic, International, and Local travel types. Approved travel costs for the Domestic travel type are displayed at 12 o'clock. Moving clockwise are the approved travel costs for the Local and International travel types. The total travel cost for each slice of pie is displayed next to the slice. The total travel costs are displayed in dollars or a percentage depending on the selected tab.
- Top Travelers by Approved Trips
- The Top Travelers by Approved Trips is a summary crosstab view listing the top travelers with the highest total travel cost. From the left, there are vertical rows for the top travelers with the traveler who has the highest total cost and trip count listed first. To the right, are the columns Employee Name, Cost Center, Parent Cost Center, Total Cost (Sum), and Total # of Trips (Count). You can filter the view to show specific employees or cost centers.
- Approved Travel Cost by Travel Purpose
- The Approved Travel Cost by Travel Purpose view displays a bar chart with travel purposes mapped on the X-axis with the exact travel cost on top of each bar. The Y-axis shows the travel costs in increments of 2000, from zero to infinity.
- Travel Cost by Month
- The Travel Cost by Month report is a 3D stacked bar chart summarizing the total approved travel and pending travel costs by month. The X-axis displays the Total Approved Cost with the Total Pending Cost stacked for each month. The Y-axis shows the total travel costs in increments of 2000, from zero to infinity.
- Travel Cost by Summary Cost Center
- The Travel Cost by Summary Cost Center report is a 3D stacked bar chart summarizing the total approved travel and pending travel costs by summary cost center. The X-axis displays the Total Approved Cost with the Total Pending Cost stacked for each summary cost center. The Y-axis shows the total travel costs in increments of 2000, from zero to infinity.
- Total Cost by Cost Center
- The Travel Cost by Cost Center report is a 3D stacked bar chart summarizing the total approved travel and pending travel costs by cost center. The X-axis displays the Total Approved Cost with the Total Pending Cost stacked for each cost center. The Y-axis shows the total travel costs in increments of 2000, from zero to infinity.
- Date Driven Travel Cost by Cost Center
- The Date Driven Travel Cost by Cost Center report is a 3D stacked bar chart summarizing the total approved travel and pending travel costs by cost center. The X-axis displays the Total Approved Cost with the Total Pending Cost stacked for each cost center for the date range you specify. The Y-axis shows the total travel costs in increments of 2000, from zero to infinity.
- Approval Analysis
- The Approval Analysis Report contains three views for the disposition status of trips and travel costs.
- Approval Analysis by Number of Trips
- The Approval Analysis by Number of Trips view is a pie chart summarizing the number and percentage of approved, pending, and rejected travel requests. Approved travel requests are displayed at 6 o'clock. Moving clockwise are the pending and rejected travel requests. Each slice displays the number of travel requests along with the percentage of that slice in relation to the whole pie.
- Approval Analysis by Total Cost in Dollars
- The Approval Analysis by Total Cost in Dollars view is a bar chart with the disposition status for Approved, Pending, and Rejected on the X-axis. The total cost and percentage of travel requests appears on top of each bar. The Y-axis shows the total travel cost in increments of 5000, from zero to infinity.
- Top Approved Trips by Total Cost
- The Top Approved Trips by Total Cost is an updating ordered list view summarizing the top approved trips by total cost. From left to right the report displays the Employee, Employee Name, Cost Center, Destination, Travel Purpose, and Total Cost. The list is displayed in descending order based on Total Cost.
- Approval Hierarchy Dashboard
- The Approval Hierarchy Dashboard contains four views: Travel Cost by Period, Approved Travel Costs by Travel Type, Top Travelers by Approved Trips, and Approved Travel Cost by Travel Purpose. These views are based on the Executive Dashboard reports with the same names. Unlike the Executive Dashboard reports that are based on cost center and time period, the views in the Approval Hierarchy are based on the manager and time period. These views utilize the new BAM ApprovalDO and SecurityDO objects. For more information on these objects, see "Implementing an Approval Hierarchy," in
- Oracle Fusion Middleware Extensibility Guide.
- Operations Dashboard
- The operations dashboard has one view named Travel Request Trip Search. The following provides an explanation of the view along with a sample image of the view.
- Travel Request Trip Search
- The Travel Request Trip Search is an updating ordered list of travel requests for the specified cost center, status, and period. From left to right, the view displays the Employee, Employee Name, Travel ID, Submit Date, Travel Start Date, Destination, Travel Purpose, Total Cost, Last Date, and Request Disposition. The list is displayed in descending order based on Travel Start Date. Use this view to determine if any travel requests are in jeopardy of needing approval. Travel requests with Travel Request in Jeopardy in the Request Disposition field are in jeopardy. If the field is blank, the travel request is in good standing.