Access Online Merged Data Report

Roles with the ability to access Access Online Merged Data Report in EDA:

• Acquisition Sensitive Reporting
• Advanced Reporting
• EDA Executive Reporting User

Expand the Reports menu under Analytics in EDA and select the JAM Reports option.

In the JAM Reports section select the Access Online Merged Data Report.

Access Online Merged Data Report Search Criteria:

Appointment:

• * Appointment Type (multi-select options: Component Prog Manager Appt / Agency/Organization Prog Coordinator Appt / Oversight Agency/Org Prog Coordinator Appt / Certifying Officer Appt / Approving/Billing Official Appt / Cardholder Appt / Contracting Officer Representative Appt)
• Appointment Status (options: Draft / Pending Appointee Approval / Rejected by Appointee / Pending Appointing Authority Approval / Rejected by Appointing Authority / Active / Inactive / Deleted / Update; defaulting Active)
• Appointment Type Sub Filter (options: All / Micro-Purchase Cardholder / Micro-Purchase Convivence Check Writer / Micro-Purchase ETO CH & Convivence Chk Writer / Micro-Purchase Higher Education Cardholder / Warranted Overseas ETO Cardholder / Contract Order Official Cardholder / Overseas Simplified Acquisition Cardholder / Contract Payment Official Cardholder / Misc Payments Official Cardholder (SF-182 Training Payments) / Inter/Intra-Government Payment Official Cardholder; defaulting All)
• Appointment Status From Date (Date field is editable: YYYY/MM/DD format; defaulting to one month prior to today’s date)
• Role Status (options: Inactive / Active / Archived / Pending Approval / Activation Required / Approver Rejected / Deleted; defaulting Active)
• to (Date field is editable: YYYY/MM/DD format; defaulting to today’s date)

NOTE: Fields with default values can have the values removed and searched as “Blank”. Example: Appointment Type Sub Filter.

Email:

• User
• Nominated By
• Appointment Initiated By
• Approved by (DAS/DAA)
• Identified as (Direct) (O)A/OPC on Appointment
• Designation

Bank FEG:

• Service/Agency (searchable drop-down)
• Functional Entitlement Group (drop-down populates after selecting a ‘Service/Agency’ option) (searchable drop-down)
• Bank User
  • User ID
  • Email Address

NOTE: ‘User ID’ AND ‘Email Address’ fields are mutually exclusive search criteria.

Bank Account:

• Type (options: Managing Account / Card Account)
• Account Status (drop-down populates after selecting a ‘Type’ option)
• Last 4
• Account ID
• Name

NOTE: ‘Last 4’ AND 'Account ID’ fields are mutually exclusive search criteria.

Source System: (drop-down options: PIEE/JAM/DAU / Access Online)

(section displays when “PIEE/JAM/DAU” is selected for the ‘Source System’ field)

PIEE/JAM/DAU:

• Search Type (options: User / Nominator / Initiator)
• DoDAAC Type (options: Authority / Role Location / Home / Procurement)

NOTE: ‘Search Type’ AND ‘DoDAAC Type’ are both required if either one is entered.

Selection Type: (section displays when ‘Search Type’ has a selection)

• User / Nominator / Initiator: (depending on selection for ‘Search Type’ field)
  • Organization Type (options: Organization Code / Organization Group)
  • (fields display when “Organization Code” is selected for ‘Organization Type’ field)
    • Organization Code (parameters: Equal to / Starts With)
  • (fields display when “Organization Group” is selected for ‘Organization Type’ field)
    • Organization Group
      • Buttons:
        • Find Group
          • Pop-up Organization Group Selection for “User / Nominator / Initiator” Organization (depending on selection for ‘Search Type’ field)
            • ^ Organization Find Organization Group by Group Name
            • ^ Organization PIEE Level 2
            • ^ Organization PIEE Level 3
              • Buttons:
                • Save
                • Cancel
        • Clear Group
      • Include Subgroup (toggle)

DoDAAC Type: (section displays when ‘DoDAAC Type’ has a selection)

• “Authority / Role Location / Home / Procurement” DoDAAC (depending on selection for DoDAAC Type field) (parameters: Equal to / Starts with)
• (fields display when “Authority” or “Role” is selected for ‘DoDAAC Type’ field)
  • Find Group
    • Pop-up Organization Group Selection for “Authority / Role Location / Home / Procurement” Organization (depending on selection for ‘DoDAAC Type’ field)
      • ^ Organization Find Organization Group by Group Name
      • ^ Organization PIEE Level 2
      • ^ Organization PIEE Level 3
        • Buttons:
          • Save
          • Cancel
  • Clear Group

(section displays when “Access Online” is selected for the ‘Source System’ field)

Access Online:

• Search Type (options: Reporting Hierarchy / Processing Hierarchy)
• (fields display when “Reporting Hierarchy” is selected for ‘Search Type’ field)
  • Level 1
  • Level 2
  • Level 3
  • Level 4
  • Level 5
  • Level 6
  • Level 7
• (fields display when “Processing Hierarchy” is selected for ‘Search Type’ field)
  • Agent
  • Company

* Data Output: (radio buttons)

• By PIEE Data
• By Access Online Data
• By User Data

Click the Search button after entering the search criteria. The search results display on the following page.

The Access Online Merged Data Report Results table displays the search results. Search Result output depends on the ‘Data Type’ selected on the search criteria screen.

Access Online Merged Data Report Results:

User Data Columns:

• Appointee Organization Level (Home)
• Appointee Organization Code (Home)
• Service Org
• Appointee Group Path
• Appointee First Name
• Appointee Last Name
• Appointee Email Address
• Appointee Designation
• Appointment ID
• Appointment Type
• Appointment Status
• Appointment Status Date
• Appointee Role Type
• Appointee Role Status
• Appointee Role Status Date
• Supervisor Email Address
• Nominator Group Path
• Nominator Email Address
• Direct User Type
• Direct User Email Address
• Direct User Group Name
• Direct User DoDAAC
• Authority Email Address
• Authority Role
• Service / Agency
• Service/Agency Shortname
• User ID
• User ID Status
• User ID Created By
• Last Login Date
• Name
• Bank Email Address
• Bank Phone Number
• Entitlement Group
• Level 1
• Level 2
• Level 3
• Level 4
• Level 5
• Level 6
• Level 7
• Agent
• Company Number
• Role DoDAAC/ID
• Cardholder Account Type
• Account Status
• Cardholder/Checking Account Last 4
• Cardholder/Checking Account Single Purchase Limit
• Cardholder/Checking Account Credit Limit
• Cardholder/Checking Account Daily Limit
• Cardholder/Checking Account Cycle Limit
• Managing Account Last 4
• Managing Account ID
• Managing Account Credit Limit
• Managing Account Cycle Limit
• Managing Account Quarterly Limit
• Managing Account Annual Limit
• Last Training Completed Name
• Last Training Completed Date
• Next Training Due Name
• Next Training Due Date
• Next Training Due Frequency
• Training Past Due Name
• Training Past Due Last Completed Date
• Training Past Due Date
• Training Past Due Frequency
• Last Course Completed Name
• Last Course Completed Date
• Nominator Organization Code
• Initiator Organization Code
• Authority DoDAAC
• Home DoDAAC
• Role Location DoDAAC
• Procurement DoDAAC

Access Online Data Columns:

• Service / Agency
• Service/Agency Shortname
• User ID
• User ID Status
• User ID Created By
• Last Login Date
• Name
• Bank Email Address
• Bank Phone Number
• Entitlement Group
• Level 1
• Level 2
• Level 3
• Level 4
• Level 5
• Level 6
• Level 7
• Agent
• Company Number
• Role DoDAAC/ID
• Cardholder Account Type
• Account Status
• Cardholder/Checking Account Last 4
• Cardholder/Checking Account Single Purchase Limit
• Cardholder/Checking Account Credit Limit
• Cardholder/Checking Account Daily Limit
• Cardholder/Checking Account Cycle Limit
• Managing Account Last 4
• Managing Account ID
• Managing Account Credit Limit
• Managing Account Cycle Limit
• Managing Account Quarterly Limit
• Managing Account Annual Limit
• Appointee Organization Level (Home)
• Appointee Organization Code (Home)
• Appointee First Name
• Appointee Last Name
• Appointee Email Address
• Appointee Designation
• Supervisor Email
• Number of Active CPM Appointments
• Number of Active OA/OPC Appointments
• Number of Active AOPC Appointments
• Number of Active ABO Appointments
• Number of Active CO Appointments
• Number of Active CH Appointments
• Last Training Completed Name
• Last Training Completed Date
• Next Training Due Name
• Next Training Due Date
• Next Training Due Frequency
• Training Past Due Name
• Training Past Due Last Completed Date
• Training Past Due Date
• Training Past Due Frequency
• Nominator Organization Code
• Initiator Organization Code
• Authority DoDAAC
• Home DoDAAC
• Role Location DoDAAC
• Procurement DoDAAC

PIEE Data Columns:

• Appointee Organization Level (Home)
• Appointee Organization Code (Home)
• Service Org
• Appointee Group Path
• Appointee First Name
• Appointee Last Name
• Appointee Email Address
• Appointee Designation
• Appointment ID
• Appointment Type
• Appointment Status
• Appointment Status Date
• Appointee Role Type
• Appointee Role Status
• Appointee Role Status Date
• Supervisor Email Address
• Nominator Group Path
• Nominator Email Address
• Direct User Type
• Direct User Email Address
• Direct User Group Name
• Direct User DoDAAC
• Authority Email Address
• Authority Role
• Last Training Completed Name
• Last Training Completed Date
• Next Training Due Name
• Next Training Due Date
• Next Training Due Frequency
• Training Past Due Name
• Training Past Due Completed Date
• Training Past Due Date
• Training Past Due Frequency
• Service / Agency
• Service / Agency Shortname
• User ID
• User ID Status
• User ID Created By
• Last Login Date
• Name
• Bank Email Address
• Bank Phone Number
• Entitlement Group
• Number of Card Accounts
• Number of Managing Accounts
• Nominator Organization Code
• Initiator Organization Code
• Authority DoDAAC
• Home DoDAAC
• Role Location DoDAAC
• Procurement DoDAAC

Buttons:

• Export
• Save Search
• Refine Search
• New Search

NOTE: The columns are sortable.

Click the Export button on the search results page to export as CSV or Excel, a job runs to download the file.

Viewing Available Downloads of Reports:

In the navigation panel, under the Tasks menu, select Task Download.

The Job List page appears. Click the Download button in the Actions column.

The Download Files pop-up appears with job details. Select the Direct Download link in the Direct Download (faster download) column.

The file is downloaded to the local machine based on browser settings.

User Data Exported Report Columns:

• Appointee Organization Level (Home)
• Appointee Organization Code (Home)
• Service/Org
• Appointee Group Path
• Appointee First Name
• Appointee Last Name
• Appointee Email Address
• Appointee Designation
• Appointment ID
• Appointment Type
• Appointment Status
• Appointment Status Date
• Appointee Role Type
• Appointee Role Status
• Appointee Role Status Date
• Supervisor Email Address
• Nominator Group Path
• Nominator Email Address
• Direct User Type
• Direct User Email Address
• Direct User Group Name
• Direct User DoDAAC
• Authority Email Address
• Authority Role
• Service / Agency
• Service/Agency Shortname
• User ID
• User ID Status
• User ID Created By
• Last Login Date
• Name
• Bank Email Address
• Bank Phone Number
• Entitlement Group
• Level 1
• Level 2
• Level 3
• Level 4
• Level 5
• Level 6
• Level 7
• Agent
• Company Number
• Role DoDAAC/ID
• Cardholder Type
• Account Status
• Cardholder/Checking Account Last 4
• Cardholder/Checking Account Single Purchase Limit
• Cardholder/Checking Account Credit Limit
• Cardholder/Checking Account Daily Limit
• Cardholder/Checking Account Cycle Limit
• Managing Account Last 4
• Managing Account ID
• Managing Account Credit Limit
• Managing Account Cycle Limit
• Managing Account Quarterly Limit
• Managing Account Annual Limit
• Last Training Completed Name
• Last Training Completed Date
• Next Training Due Name
• Next Training Due Date
• Next Training Due Frequency
• Training Past Due Name
• Training Past Due Last Completed Date
• Training Past Due Date
• Training Past Due Frequency
• Last Course Completed Name
• Last Course Completed Date
• Nominator Organization Code
• Initiator Organization Code
• Authority DoDAAC
• Home DoDAAC
• Role Location DoDAAC
• Procurement DoDAAC

Access Online Exported Report Columns:

• Service / Agency
• Service / Agency Shortname
• User ID
• User ID Status
• User ID Created By
• Last Login Date
• Name
• Bank Email Address
• Bank Phone Number
• Entitlement Group
• Level 1
• Level 2
• Level 3
• Level 4
• Level 5
• Level 6
• Level 7
• Agent
• Company Number
• Role DoDAAC/ID
• Cardholder Account Type
• Account Status
• Cardholder/Checking Account Last 4
• Cardholder/Checking Account Single Purchase Limit
• Cardholder/Checking Account Credit Limit
• Cardholder/Checking Account Daily Limit
• Cardholder/Checking Account Cycle Limit
• Managing Account Last 4
• Managing Account ID
• Managing Account Credit Limit
• Managing Account Cycle Limit
• Managing Account Quarterly Limit
• Managing Account Annual Limit
• Appointee Organization Level (Home)
• Appointee Organization Code (Home)
• Appointee First Name
• Appointee Last Name
• Appointee Email Address
• Appointee Designation
• Supervisor Email
• Number of Active CPM Appointments
• Number of Active OA/OPC Appointments
• Number of Active AOPC Appointments
• Number of Active ABO Appointments
• Number of Active CO Appointments
• Number of Active CH Appointments
• Last Training Completed Name
• Last Training Completed Date
• Next Training Due Name
• Next Training Due Date
• Next Training Due Frequency
• Training Past Due Name
• Training Past Due Last Completed Date
• Training Past Due Date
• Training Past Due Frequency
• Nominator Organization Code
• Initiator Organization Code
• Authority DoDAAC
• Home DoDAAC
• Role Location DoDAAC
• Procurement DoDAAC

PIEE Data Exported Report Columns:

• Appointee Organization Level (Home)
• Appointee Organization Code (Home)
• Service Org
• Appointee Group Path
• Appointee First Name
• Appointee Last Name
• Appointee Email Address
• Appointee Designation
• Appointment ID
• Appointment Type
• Appointment Status
• Appointment Status Date
• Appointee Role Type
• Appointee Role Status
• Appointee Role Status Date
• Supervisor Email Address
• Nominator Group Path
• Nominator Email Address
• Direct User Type
• Direct User Email Address
• Direct User Group Name
• Direct User DoDAAC
• Authority Email Address
• Authority Role
• Last Training Completed Name
• Last Training Completed Date
• Next Training Due Name
• Next Training Due Date
• Next Training Due Frequency
• Training Past Due Name
• Training Past Due Completed Date
• Training Past Due Date
• Training Past Due Frequency
• Service / Agency
• Service / Agency Shortname
• User ID
• User ID Status
• User ID Created By
• Last Login Date
• Name
• Bank Email Address
• Bank Phone Number
• Entitlement Group
• Number of Card Accounts
• Number of Managing Accounts
• Nominator Organization Code
• Initiator Organization Code
• Authority DoDAAC
• Home DoDAAC
• Role Location DoDAAC
• Procurement DoDAAC