ADVANCED

Reporting Tool

Visa Signature® BusinessOptions

SM

ADVANCED Reporting Tool

PROGRAM ADMINISTRATOR USER GUIDE

JUNE 2014 | Version 1

Welcome to the Advanced Reporting Tool (ART)! This Quick

Reference Guide provides instructions for using the system.
For additional assistance with your account,
please call us at 1-877-459-9801
7am–10pm ET M–F and 8am–5pm ET Saturday.
 ADVANCED
Reporting Tool

Table of Contents
Self-Registration (First time only).............................................. 3
Login................................................................................... 3
ART Home page ..................................................................... 4
User Management (ART Site Access) .......................................... 4
Creating a New Program Administrator...................................... 5
Editing an Existing User .......................................................... 5
Lock/Unlock a User ................................................................ 6
Expire/Reactivate a User......................................................... 6
Send a New Password to a User ................................................ 6
User Registration: E-mail Notifications....................................... 7
Card Management ................................................................. 8
Update Credit Limit and/or Authorization Strategy ....................... 9
Automatic Resets .................................................................. 9
Update Account Status to Closed ..............................................10
Statement Delivery Options: E-Statements.................................10
Online Payments ..................................................................11
Viewing Transaction Details....................................................12
Exporting To Quicken ............................................................12
Expense Allocation ...............................................................13
Online Reports (Ad hoc Inquires) ..............................................14
Merchant Inquiries ...............................................................14
Preformatted Reports ...........................................................15
Rewards .............................................................................15

2
 ADVANCED
Reporting Tool

Self-Registration (First time only)

Before you can login to the ART site, you must first self-register as a user.
To register follow these steps:
1. Open
 your web browser* and
open the URL provided in the
Welcome E-mail.
2. Click
 the Self-Register button
displayed on the screen.
3. Enter
 your full 16 digit card or
company account number in the
field displayed and click Next.
4. Enter
 the required details on the
next screen; click Next.
5. Provided
 that the details that you have entered are correct, you will
receive a confirmation message on the next screen. Your User Name
will be displayed on the screen.
6. A
 first-time-only password will be automatically e-mailed to you. You
will be required to change this password the first time you log in.
* To use the Advanced Reporting tool, you will need internet browser software which supports 256-bit encryption. The
browser must have access to secured sites (HTTPS) and popups must be enabled. The Service currently supports
Internet Explorer 11 and Firefox.

Login
After you have registered and received your password e-mail, return to the
ART site login screen and choose Start Login Process.
1. Enter
 your User Name and
click on Next.
2. Enter your e-mailed password.
3. Enter
 the last 4 digits of the
phone number used on the
BusinessOptions application.

This may either be the company’s
main public phone number or
your particular phone number.
4. You’ll be required to create a new password. Passwords are:
• Case-sensitive
• Must be at least 8 digits long
• Must contain 1 uppercase letter + 1 number
• Blanks are not allowed
5. After
 your new password is confirmed, you’ll have to read and accept
the terms and conditions before you can gain access to the site.

3
 ADVANCED
Reporting Tool

ART Home page

This page is the Program Administrator home page for Advanced
Reporting Tool. It automatically displays system alerts to notify you of
important events since your last login and also activities that you may need
to address. You can filter this screen by date to show you past activities and
alerts. Note your company credit limit on the left side of the screen.
At the top right hand of the screen there are links in the Grey Bar:
• Home – Always brings
you back to this screen
• Security – Link to PNC
Security Assurance
Online Info
• Privacy – Displays
Online Privacy
Statement
• Contact Us – Shows
the hours for the
Online Banking and
Customer Service.
• Terms & Conditions –
Access the ART site
agreement.
• Logout – Always the
safest and most secure
way to exit the site.

User Management (ART Site Access)

To provide access to
advanced reporting,
you must go to the User
Management screen.
To begin, go to the upper
left corner of your
screen and click on
Administration > User >
User Management.

The User Management

screen allows you to view all
the Cardholder information
on screen at one time.
This screen is also used to
unlock users, set up new
Cardholders or Program
Administrators (PAs) and
send new passwords to Cardholders.
4
 ADVANCED
Reporting Tool

Creating a New Program Administrator

Follow these steps to set up another PA.
1. In
 the blue bar at the
bottom of the screen,
click on Add/Edit/View.

This launches the
Add User pop up box,
showing the full set of
user set-up fields.
• The default view is
Show Mandatory
Fields Only.
• It is a good idea to
select the Show All
Fields option, to show
extra fields such as
e-mail address.
• Mandatory fields are
marked with a star *.
2. Scroll
 down this box and fill in the required fields for name, User Name, Password,
Profile (type), phone and e-mail address. For a PA profile, make the user a “Viewpoint
Request Approver.”
3. When
 all the details have been added, click Submit and Close. You’ll receive a
confirmation of your setup.

Editing an Existing User

To edit the details of an existing ART user:
1. On the Card Management screen, select the user to be edited.
2. Click on the Add/Edit/View button at the bottom of the screen.
3. In the box that launches, select Show All Fields.
4. Make
 the required changes to the user details and click on the
Submit and Close button.

5
 ADVANCED
Reporting Tool

Lock/Unlock a User
Sometimes it may be necessary to Lock a user, so that they are unable to log in to the
Advanced Reporting Tool. Or, if a user becomes locked out, it may also be necessary to
Unlock them. (This can occur when a user enters an incorrect password three times, or if a
user has not logged in for the specified period of inactivity time, for example).
1. On the User Management screen, select the checkbox in the middle of the line to
indicate the profile you are working with.
 the blue bar at the bottom of the screen, roll the mouse over the User Security
2. In
button at the bottom of the screen and select Lock or Unlock.
3. You
 will receive a pop up box to confirm that you have chosen to Lock/Unlock this
user. Click Lock. Another popup box will let you know that your action was accepted.
Click OK.
4. The
 user (s) will be Locked/Unlocked from the ART reporting service and will receive an
e-mail to inform them of this card status.

Expire/Reactivate a User
As employees join or leave your company, you can terminate (expire) or reactivate their
ART site access.
1. On the User Management screen, use the checkbox in the middle of the line
to select the cardholder profile you are updating.
 the blue bar at the bottom of the screen, mouse over the User Security
2. In
button click on Expire or Reactivate in the box.

Send a New Password to a User

Program Administrators can e-mail a system-generated password to a user. The user can
then use this password to access their Advanced Reporting Tool account, and will be asked
to change the password to one of their choosing on login. To do this, follow these steps:
1. On the User Management screen, select the user who requires password e-mail
2. Scroll over the User Security button and select password option
3. A
 box will appear, asking you to confirm this action. At the bottom of the box, click on
Generate Passwords.
4 If the user has a valid e-mail address stored in ART, you will be able to select the
checkbox beside the user name. (If the e-mail address is missing or incorrect, you’ll
have to edit it using the steps to Edit a User). You will also be able to see the password
being sent to the user.
5. Click on the Send E-mail button to send the password.

6
 ADVANCED
Reporting Tool

User Registration: E-mail Notifications

Before they can use the site, you have to invite new Cardholders to register with ART. This generates
some specific screens that enable the system to create a profile for them. There are two steps to follow.
• First you have to add the e-mail address for the Cardholder
(Steps 1-6).
• Second, a Welcome e-mail must be sent to the Cardholder.
(Steps 7-10)

These are the steps:

1. Go to Administration > User > Card Management at the top of your screen. Select the Cardholder
to whom you wish to send the Welcome e-mail, using the checkbox.
2. Click on the Add/View/Edit button at the bottom of the screen.
3. Choose the option to Show All Fields.
4. Scroll down to the Contact Details section and click on the Contact Details button.
5. In the Contact Details pop up box, enter an e-mail address for the Cardholder and click on the
Submit button.
6. Close out of the Contact Details pop up box, and the Add/View/Edit box.
7 Once this has been completed for all Cardholders, go to the
User Management screen.
8. Use the “User Status” filter to search for Cardholders.
9. After all of the Cardholders are listed, click on the E-mail button at the bottom of the screen. The
e-mail pop up box will appear.
10. In the Subject box, enter the following text: Your Assistance Required: Registration Requested
11. In the Content box, enter the following
recommended text (you can copy this text
from an MS Word file):
As the Administrator of our business credit
card program, I have established a profile for you
in the Advanced Reporting Tool. This system will
allow you to view transactions for your company
credit card.
Please complete the registration process by
going to pnc.com/advancedreporting, and Click
the Login button, then click the “Self Register”
button and follow the prompts.
You can contact me with questions, or call PNC
Bank Business Card Services, 1-877-459-9801,
and say, “Advanced Reporting.”
Thank You!
PS : This is an automated e-mail message – Please do not reply.
12. Click on the Submit button and the e-mail will be
sent to all Cardholders.

7
 ADVANCED
Reporting Tool

Card Management
ART allows PAs to make updates on the cards within their program. Updates made in the Advanced
Reporting Tool are immediately effective for the cardholders.
To access the Card Management screen, go to Administration > User > Card Management at the top
of your screen.
1. Using the basic/advanced filters, search for the Cardholder. You can also go to the next page in the
list, using the filters in the bottom left of the screen.
2. Select the name(s) of the Cardholder(s) whom you want to update by clicking in the selection box to
right of the user’s name(s).
3. Once the Cardholder is selected, select the Add/View/Edit button at the bottom left of the screen.
A popup window will be displayed showing the current details for the selected Cardholder.
4. At the top left of the popup window; select the radio button to Show All Fields.
5. Using the side scroll bar, scroll down until the following buttons appear on the right:
• Contact Details
• Limit and Strategy
• Account Status
• Select Contact Details to update the Cardholder’s contact details/demographics.
• Select Limit and Strategy to update:
• Authorization Strategy assigned to the card
• Credit Limit
• Select Account Status to update the account status.
In the section entitled Additional Services, you can select:
• Online Payment to allow a Cardholder with an Individual Pay card to make a once-off payment.
• Schedule Auto-Pay to allow a Cardholder with an Individual Pay card to schedule automatic
payments. (Online payments and Auto-Payments can also be made to Control Accounts).

8
 ADVANCED
Reporting Tool

Update Credit Limit and/or

Authorization Strategy
When the Limit and Strategy button is selected, a popup box launches.
In the Limit Details section of the window, you’ll see the current
(Authorization) Strategy, Available Credit and the current Credit Limit.
(The Available Credit field is displayed for reference purposes only and
cannot be changed). You can change either the Credit Limit, Strategy, or
both at the same time.
Note: Prior to changing the Authorization Strategy or the Credit Limit, you
can use the Auths/Declines button in the bottom left of the box to view recent
Authorizations and Declines for the selected card and check the reason for any
decline.
For example, in situations where the
Cardholder has been declined at point
of sale, you can view the reason why the
transaction was declined. i.e. MCC blocked
or Credit Limit Exceeded.
You can then temporarily or permanently
adjust the strategy and/or credit limit
accordingly.
To change the Credit Limit, enter the new
limit in whole amounts (max 6 digits).
To change the Authorization Strategy, select
the new Auth Strategy from a drop down list
of pre-defined Company Strategies.

Automatic Resets
• You may optionally choose to have ART automatically reset
the Authorization Strategy / Credit Limit change to its previous
value after a specified time interval of 1 week, 2 weeks,
1 month or to reset the strategy/credit limit on a specified date.
The default option is “not to reset.”
• You may also enter a comment (max 100 characters).
• Once the new Authorization Strategy has been selected, click on
the Submit button at the bottom of the screen. The update can be
cancelled by hitting the Cancel button at the bottom of the screen

9
 ADVANCED
Reporting Tool

Update Account Status to Closed

When the Account Status button is selected,
the Change Account Status popup box
launches. Use this window to close an
account, and select a reason for the closure.
1. Enter an optional comment in the
comment field (max 100 characters).
2. Once the new Account Status has been
entered, you then submit the request
by clicking on the Submit button at the
bottom of the screen.

Statement Delivery Options: E-Statements

When you click on the E-Statements tab, you’re able to view online
statements for any cardholder in the system. You can also update
change the statement delivery method to accommodate individual
cardholder preferences.
• The Online Statement section lets you know if a new statement
in PDF format is available to view online.
• Under the Current Delivery Method, there is a button to change
your statement delivery from paper to electronic, so that you can
view your statement online.
• Click Change to activate this feature.
You’ll see a pop up box with three preferences for Statement delivery.
Choose your preference by clicking on the Radio button in front of the
method you prefer. You can change this at any time, but it will take up
to 72 hours to be effective.

10
 ADVANCED
Reporting Tool

Online Payments
Program Administrators can initiate recurring or single payments to the PNC
BusinessOptions credit card account from an existing checking or savings account.
To set up online payments::
1. Go to Administration>Card> Card Management. Select the card to make the
payment on, and click on the Add/View/Edit button to launch a pop up box.
2. Scroll to the Additional Services section at the bottom of the box , and click on the
Online Payment button
3. An Online Payment pop up box launches. First “Pay Now “ (single payment) or use
the calendar to choose a future payment date.
4. Next choose the payment amount. You can chose to pay the last balance, minimum
payment, the current balance, or enter a specific amount.
5. In the Account Details for Payment
section, you can choose to make payment
from your PNC accounts or select an
account from another financial institution.
6. To add a new payment account, click Add
next to the account number drop down
box. A new box opens
7. In the Account Details for Payment box,
enter the details of the account in the box.
You will be asked to confirm the account
and routing numbers, and enter the
account type. Next click on the Add button
below to save this account to your list.

Note: If the Routing number is invalid, you

will receive an error message.

8. If desired, add a comment and

click the Submit button. You’ll
receive a confirmation message
online and in email.

11
 ADVANCED
Reporting Tool

Viewing Transaction Details

Use the Transactions link in the blue tool
bar to view all cardholder activity for all
users, on one screen.
1. To isolate individual cardholder data,
enter the card number you want to
review into the card field and click the
Filter button.
2. The system provides relevant data
for this card supplied directly from
merchants on the next screen.

Exporting To Quicken
The Advanced Reporting Tool allows you to export financial data to Quicken or QuickBooks.
1. From the Transactions screen, enter a date range and click the Filter button. The
system displays a list of transactions for the selected date range.
2. To export the file, go to the bottom of
the screen and click the Output File
button, then select your preferred
output format.
3. Enter the date range to begin the
download process to your financial software.

12
 ADVANCED
Reporting Tool

Expense Allocation
The Advanced Reporting Tool enables you to assign your company’s internal accounting
codes to each purchase, using up to 3 levels of your unique Cost Accounting Codes (CACs).
You will save time reconciling data when you download transactions into accounting software,
because the card expenses will be pre-coded.
Both cardholders and Program Administrators can use this feature. To begin:
1. Click on Transactions in the blue Task
bar. Use the Filter fields to enter the
Cardholder number and the date range
of transactions you want to encode. Click
the dark blue Filter button on the right of
the screen.
2. The transaction details that you want to
encode for that card are then displayed,
by date. To encode a transaction with
your company ledger data, select that
transaction by clicking in the box to the
left of that transaction line.
3. Then click on the Assign CACs button on the
bottom left.
4. This opens up a box where you can input up to
3 levels of your company’s internal accounting
codes, using numbers or letters for each level.
The 3 levels are optional; if your company only
uses one coding level, that is your choice.
5. Click the Submit button at the bottom of the box.
6. When you return to the Transaction screen, you
can see the details you entered by using the
scroll bar in the bottom right portion of your
screen. You can edit or remove this coding at
any time.

13
 ADVANCED
Reporting Tool

Online Reports (Ad hoc Inquires)

Clicking the Online Reports tab enables the PA to create ad hoc requests for viewing
and downloading cardholder transactions by Merchant Category Group (MCG), Merchant
Category Code (MCC), Merchant and Cardholder. It is also possible to view queries for
Inactive cards Card Spend Summary.

Merchant Inquiries
The MCG, MCC and Merchant Inquiries display in the order of highest spend first.
1. Select Online Reports from the Quick
Links Menu. You will be defaulted to
the MCG Inquiry screen. The screen
automatically displays data for the
current cycle (first day of cycle to
current date). You can edit the dates
as needed by editing the “From” and
”To” calendars.
2. Filter
 by Merchant Name by typing the
Merchant’s name into the Merchant field.
This will return transaction spend for that
specific merchant for the period selected.
3. Click on the Reset button to return to default settings.
4. From
 the MCG Inquiry, it is possible to click on the blue hyperlinks to drill further down
into MCC and Merchant Inquiries
5. Click the Output button in the bottom right of the screen to download your report
into Excel.

14
 ADVANCED
Reporting Tool

Preformatted Reports
There are three pre-formatted Reports available to run
in the Advanced Reporting Tool. These Reports can be
tailored to extract the required data, and are available
in a number of different formats (pdf, rtf, xls). The
reports are:
• Cardholder Activity Report
• Summary by Cost Center Report
• Merchant Spend Report

To access and run these Reports:

1. Select Run Reports from the Quick Links menu. A
list of available Report Sets is displayed in the Run
Reports screen.
2. Select
 the Report Set to run by enabling the radio
button beside it.
3. Click the View Details button to confirm/change
report run dates or the report output type. Clicking
directly on the Run Report button will default to the
current billing period.
4. The report is scheduled to run.
5. After
 it is complete, you can view or download it by clicking on
Download/View Reports. This takes you to a list of the finished reports.
Look for a status of “ready” before you can access the report in your
chosen format.

Rewards
Use ART to view cardholder rewards (PNC points®, cash rebates or
Travel miles).
1. Start
 by going to Administration> Card>
Card Management and then select the
cardholder account you want to view.
2. On
 the bottom of the screen, click on
Add/View/Edit to open up the Card
Details box. Click the Rewards button on
the bottom right corner of this box.
3. The
 Rewards box will launch. Here you’ll
see information for the available rewards
programs.

15
 ADVANCED
Reporting Tool

© 1994-2012 FIRST DATA CORPORATION

All Rights Reserved.
Printed in the U.S.A.

This document contains confidential and proprietary information of First Data Corporation. You may not disclose, copy or
use any portion of these materials fora ny purpose without the express written consent of First Data Corporation.

All trademarks, service marks, and trade names referenced in this material ar the property of their respective owners.

Periodic revisions to this manual are issued to reflect technical changes and enhancements to the System, and to ensure
that all information contained herein remains current and accurate.

Visa Signature is a registered trademark of Visa International Service Association and used under license. Excel is
a registered trademark of Microsoft Corporation. QuickBooks and Quicken are registered trademarks of Intuit, Inc.
PNC Points is a registered mark of The PNC Financial Services Group, Inc.

BusinessOptions is a service mark of The PNC Financial Services Group, Inc.

16