March 2022 Analysis/Intelligence Professional Edition Admin Summary

Model Changes

With this release, there is a new payment manager-related field for Expense.

Description: The new Payor Funding Usage Type field allows users to report on the funding type of payor accounts. The Payor Funding Usage Type field can help users understand the accounts and funding types used for expense reports.

The new payment manager-related field for Expense is located in the following folder:

• Expense > Payment Manager > Batch > Payor Account

Report Changes

Other Changes

Analysis and Intelligence are powered by IBM® Cognos®. Cognos will be updated to v11 for Analysis and Intelligence.

This update will bring some enhancements to Analysis and Intelligence, such as the following:

• Enhancements to the user interface (UI):
  • More modern looking interface
  • Instead of hovering over actions such as 'run a report', 'schedule a report', and more menu items, they can be found with just a right click.
• Existing Report Studio will be renamed to "Report" in Cognos v11
  • Includes data element searching within the Concur Data Warehouse Model

MORE INFORMATION

For more information, refer to Cognos 11 User Interface Update.

UPDATE SCHEDULE

In advance of this update, we launched an early access program on July 10, 2021 to prepare for the full update.

Now that the early access program is completed, we are updating the Analysis/Intelligence UI in groups of customers. We will update the UI automatically for each group of customers over a weekend, avoiding some weekends around holidays. We started this update in February 2022 for some customers, and the update will continue in 2022.

We are updating by entity; customers with multiple entities or test sites may have different update timeframes across all their sites. You will receive a 30-day notification before we update your solution.

Due to technical reasons, we are not able to schedule any specific entity’s update; the dates are planned to be pre-determined, and customers cannot move to Cognos v11 earlier or later.

Report Changes

There is still incoming ratings data for Concur Travel. As long as there is incoming data for the report, the User Rating Summary – Travel report will remain available in the Analysis - Standard Reports folder in Analysis and the Intelligence - Standard Reports folder in Intelligence.

With the next release, this release note will be removed. If there are updates to the report in the future, information will appear in the release notes document.