December 2017 Analysis/Intelligence Standard Edition Admin Summary
Last Update: 9 December 2017
Model Changes
New Field: Base Amount (Rate Currency)With this release, there is a new fixed travel allowance-related field available for Expense.
DESCRIPTION: The new field allows users to report on the base amount when the base amount is in the rate currency and the rate currency is different from the payment currency for fixed travel allowances.
The new fixed travel allowance-related field is located in the following folder:
- Expense > Travel Allowances > Fixed Travel Allowance > Amounts
The Meals Rate field (Expense > Travel Allowances > Fixed Travel Allowance > Amounts) was updated during the October release. This update caused some discrepancies in reporting numbers of the meal rates. With this release, the Meals Rate field was reverted back to the previous data value.
New Fields: Data Source and Supplier Name FieldsWith this release, there are additional Invoice Capture Service-related fields available for Invoice.
DESCRIPTION: These new fields allow users to report on the data source keys and supplier names when reporting on Invoice Capture Service details.
The new Invoice Capture Service-related fields are located in the following folders:
- Invoice > Payment Request Capture Service > Capture Service Request Header
- Invoice > Payment Request Capture Service > Capture Service Request Header > Captured Values
- Invoice > Payment Request Capture Service > Capture Service Request Header > Processed Values
With this release, there is an additional TripLink-related field available for Travel.
DESCRIPTION: This field was added to be used for TripLink reporting purposes.
The new TripLink-related field is located in the following folder:
- Travel > Reservation and Ticket Dates
Localisation Changes
Brazilian Portuguese, Czech and Spanish are Now AvailableConcur now supports Brazilian Portuguese, Czech and Spanish for the Analysis/Intelligence reports, model and archive.
Most of the reports in the Analysis – Standard Reports folder for Analysis customers, and the Intelligence – Standard Reports folder for Intelligence customers are now available in Brazilian Portuguese, Czech and Spanish for users that have their content language set to Brazilian Portuguese, Czech and/or Spanish.
To see the localised text within Cognos reports, the language must first be enabled for Concur Expense. Additional language settings must also be configured for the company using the Feature Wizard in HMC and Set Preferences in Cognos. For more information, see the Best Practice section in this release note.
REPORTS NOT YET LOCALISED
Some of the reports in the Analysis – Standard Reports folder for Analysis customers and the Intelligence – Standard Reports folder for Intelligence customers are not yet available in Brazilian Portuguese, Czech and Spanish. Concur is targeting to complete the localisation of these reports in future releases.
Until these reports are localised, these reports will continue to display in US English.
HOSTED CONSOLE SETTING
With this release, Brazilian Portuguese, Czech and Spanish are now available for selection in the Concur hosted console. Concur can enable this setting for your company.
BEST PRACTICE
To ensure reports and report content are generated and displayed optimally in a supported language, it is best practice to use the following language settings:
- In the hosted console, Concur selects the check box for the language(s) you want to use.
- In Cognos, select the Use the default language option for both the Product language and Content language settings in the Set preferences dialogue box (My Preferences).
- In Concur, select one of the languages currently enabled for the entity in HMC from the Default Language list on the System Settings page (Profile > Profile Settings > System Settings).
COGNOS SETTING
In Cognos, Portuguese (Brazil), Czech and Spanish are now available for selection from the Use the following language list under Content language in the Set preferences dialogue box (My Preferences).
MORE INFORMATION
For more information about language settings in Cognos, refer to the Localisation for Analysis/Intelligence fact sheet.
Report Changes
New Report: TripLink Details by TravellerAnalysis and Intelligence clients can use the new TripLink Details by Traveller report to view trip-level and segment-level details by employee. The report includes the employee ID and expense type, as well as itinerary, ticket and booking information.
REPORT OUTPUT
This report includes these fields and columns:
- Employee
- Employee ID
- Primary Traveller
- Expense Type
- Itinerary ID
- Itinerary Source
- Ticket ID
- Created Date
- Purchased Date
- Booking Source
- Record Locator
- Start Date
- End Date
- Origin
- Destination
- Hotel Nights / Car Rental Days
- Car Rental / Hotel Property
- Confirmation Number
- Booking Total (reporting currency)
- Segment ID
- Departure Date
- Arrival Date
- Supplier
LOCATION OF THE REPORT
- Analysis - Standard Reports > TripLink
- Intelligence - Standard Reports > TripLink
Other Changes
Data Dump Extract Job EncryptionCurrently, a memory error may occur during the encryption of the extract output file for large Data Dump Extract jobs. With this release, this issue is resolved.
Planned Changes
The items in this section are targeted for future releases. Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.
Report Changes: **Planned Changes** Changes to Run History for Standard ReportsThe run history for standard reports will be hidden after the January 2018 release as part of ongoing security improvements. Once the run history is hidden, active reports can no longer run from the Standard Reports folder. An active report is a specific report output type that provides an interactive report format with a user-friendly interface.
After the run history is hidden, active reports for standard reports can still be saved to your My Folder or Company Shared Folder and run from the My Folder or Company Shared Folder.
ACTIVE REPORTS IN THE STANDARD REPORTS FOLDER
The following reports in the Intelligence - Standard Reports folder are active reports:
- Intelligence - Standard Reports > Premium Dashboards > Executive Overview
- Intelligence - Standard Reports > Premium Dashboards > Expense Spend Summary
- Intelligence - Standard Reports > Premium Dashboards > Finance & Spend Overview
- Intelligence - Standard Reports > Premium Dashboards > Hotel Supplier Normalisation
- Intelligence - Standard Reports > Premium Dashboards > Operational KPI
- Intelligence - Standard Reports > Premium Dashboards > Travel Market Analysis
- Intelligence - Standard Reports > Premium Dashboards > Travel Programme Overview
The following reports in the Insight Premium - Standard Reports folder are active reports:
- Insight Premium - Standard Reports > Australian Fringe Benefit Tax Analytics Dashboard
- Insight Premium - Standard Reports > Executive Overview
- Insight Premium - Standard Reports > Expense Spend Summary
- Insight Premium - Standard Reports > Finance & Spend Overview
- Insight Premium - Standard Reports > Hotel Supplier Normalisation
- Insight Premium - Standard Reports > Operational KPI
- Insight Premium - Standard Reports > Travel Market Analysis
- Insight Premium - Standard Reports > Travel Programme Overview
- Insight Premium - Standard Reports > UK VAT Dashboard
A number of changes are planned for the Actionable Analytics alerts. Concur will be enhancing the Actionable Analytics platform to provide additional alerting capabilities in the future. These changes include improving the readability of the emails and formatting them to better align with other email messages sent out by Concur. A key focus will be making the emails more mobile-friendly and adding support for plain text messages.
MANAGER DASHBOARD
In January, Concur will stop automatically sending the Manager Dashboard report when the Manager Dashboard alert is enabled for a BI Manager, and the Manager Dashboard check box will be removed from the Actionable Analytics Set Up tab in Reporting Configuration and from the Notification Settings page (Profile > Profile Settings > Notification Settings) for BI Managers.
The Manager Dashboard report will continue to be available in Intelligence. The report is located here:
Intelligence - Standard Reports > Premium Dashboards > Actionable Analytics > Manager Dashboard.
To continue receiving the Manager Dashboard report after January, BI Managers will need to schedule the Manager Dashboard report.
For BI Managers currently receiving the Manager Dashboard as an Actionable Alert, the following reminder will be displayed with the report:
In January, Concur will stop automatically sending the Manager Dashboard report as an Actionable Alert.To continue receiving the Manager Dashboard report after January, you will need to schedule the report.Please refer to the November release notes for more information.
SCHEDULING THE MANAGER DASHBOARD
To schedule the Manager Dashboard report, a schedule needs to be added to the report view for the Manager Dashboard report in Cognos. A report view, named Report View of Manager Dashboard, may have been automatically created for BI Managers in their My Folders directory. If so, BI Managers just need to schedule this report view.
If the My Folders directory for BI Managers does not contain the Report View of Manager Dashboard, the BI Managers can create this report view, and then schedule the report view. We have included the steps for creating and scheduling a report view for the Manager Dashboard report in this release note.
To create a report view for the Manager Dashboard report:
- In Cognos, navigate to Public Folders > Intelligence – Standard Reports > Premium Dashboards > Actionable Analytics > Manager Dashboard.
- Click the Create a report view of this report icon for the Manager Dashboard report.
- The New Report View wizard page opens.
- Enter the report name, description and screen tip. The default location for the report is: Public Folders > Intelligence - Standard Reports > Premium Dashboards > Actionable Analytics. It is best practice for BI Managers to save the report view to My Folders so that the view is only visible and available to the BI Manager.
- In the Location section, click Select My Folders, and then click Finish. Clicking Finish creates a report view for the Manager Dashboard report on the My Folders tab.
To schedule the report view for the Manager Dashboard report:
- Click the My Folders tab.
- Click the Schedule icon for the Report View of Manager Dashboard.
- The Schedule page opens.
- Define the schedule for the Manager Dashboard report, and then click OK.
PERCENT OF BUDGET
The Percent of Budget alert email will be enhanced to be mobile-friendly and to align with the format used for other Concur email messages.
CREDIT CARD TRANSACTIONS
The Credit Card Transactions alert email will be enhanced to be mobile-friendly and to align with the format used for other Concur email messages.
The Credit Card Transactions alert will also be split into two separate alerts. One for credit card transactions meeting or exceeding the transaction threshold, and one for credit card transactions associated with specific merchant category codes that are flagged for review.
Having two separate Credit Card Transactions alerts will provide BI Managers with more clarity about why they are receiving the alert, and provide additional flexibility regarding which alerts they want to receive.
IMPORTANT INFORMATION ABOUT THE UPDATES
With both the Percent of Budget and Credit Card Transactions alerts there will be no disruption when the alerts are moved to the new platform. Any BI Manager currently receiving these alerts will continue to receive the alerts; the alerts will simply be delivered using the new email format.
There will be a disruption with the Manager Dashboard unless action is taken by the BI Manager prior to the January release. Any BI Manager currently receiving the Manager Dashboard alert will stop receiving the Manager Dashboard report in January unless the BI Manager schedules the Manager Dashboard report for themselves before the Actionable Analytics changes are released in January.
For more information about Actionable Analytics, refer to the Analysis/Intelligence: Actionable Analytics User Guide (English only).
Client Notifications
Concur Non-Affiliated SubprocessorsThe list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors (English Only)
Monthly Browser CertificationsMonthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Standard Edition
