064: Premium Class Travel Reporting
Purpose:To provide a step-by-step guide for running and submitted a Premium Class Travel Support to PSC.
Audience: Lead Federal Agency Travel Administrators (FATAs)
Instructions: After you login...
From the home page of ConcurGov, select the “Reports” tab, then “Intelligence.”
Navigate to the Reports Folder
The PCT Reports can be found using the following path: Public Folders > Standard Reports > Regulatory folder.
Select one of the three Premium Class Travel reports:
- Trips with Premium Class Air Segments
- Trips with Premium Class Air Segments - Ticket Summary
- Trips with Premium Class Rail Segments
Select the arrow in the “Actions” column to initiate the report.
Enter the “Trip Departure Date Range” by selecting a “Custom Date Range” or using the “Current Fiscal Year-to-Date” option.
Select either “Exclude the Premium Segment with UP Fares” or “Include All Premium Trips” depending on the data you would like generated.
Optional Prompts: Organization Search & Select (OS&S)
In the OS&S section, you can enter a keyword to search for the results you would like to use. Select “Search” after you have entered the keyword.
In the “Results” column, select which results you would like to insert by highlighting the item and selecting “Insert.”
All results can be selected at once by using the “Select all” link.
Select the “Finish” button to generate the report.
Convert Report Output to Excel
Select the down arrow next to the “html” icon to begin the output conversion process.
From the drop-down menu, select “View in Excel Options”. Then select “View in Excel 2007 Format”. The file will then download to your computer in Excel format for easy of viewing. Be sure to save the file in a local file on your computer.
The report data must be prepared before it is added to the Premium Class Travel Report (PCTR) Template.
Step 10a: PCTR Template
The data is now ready to input into the PCTR template.
Step 10b: PCTR Template Data Entry
The template is an Excel file composed of three worksheets.
- The first worksheet provides instructions.
- The second worksheet (PCTR) is for compiling the Premium Class Travel data for submission to GSA.
- The third worksheet provides reference values for specific fields on the PCTR data sheet.
A description for each column can be seen by hovering over the red arrow in the upper right corner of the column title cell.
Note: To use this template, make a copy of the file and name it in relation to the contents of the file (e.g., DOE_FY2011.xls).
Email PCTR Template
Once completed, the PCTR template will then be emailed to the PSC Lead Account Manager for consolidation for the HHS submission.