Localisation Changes

With the October release, the Combined Spend Overview dashboard is now localised for the languages currently supported by Analysis / Intelligence.

For the full list of languages currently supported by Analysis / Intelligence and for more information about language settings in Cognos, refer to the Localisation for Analysis/Intelligence fact sheet (English Only).

LOCATION OF THE DASHBOARD

The Combined Spend Overview dashboard is located here:

• Intelligence - Standard Reports ‎> Persona Dashboards > Combined Spend Dashboard

For more information about the Combined Spend Overview dashboard, refer to Chapter 16: Folder – Persona Dashboards in the Standard Reports by Folder guide (English Only).

Report Changes

The Combined Spend Overview dashboard is now added to the Persona Dashboard's Quick Access Menu. The persona-based dashboard, Combined Spend Overview, was added to Intelligence in the September 2018 release.

LOCATION OF THE QUICK ACCESS MENU

You can access the Quick Access Menu page from the Persona Dashboard or the Quick Access Menu Report.

The Persona Dashboard is located here:

• Intelligence - Standard Reports ‎> Persona Dashboards > Persona Dashboard

The Quick Access Menu Report is located here:

• Intelligence - Standard Reports ‎> Persona Dashboards > Quick Access Menu Report

For more information about the Combined Spend Overview dashboard, refer to Chapter 16: Folder – Persona Dashboards in the Standard Reports by Folder guide (English Only).

Other Changes

With this release, the system will automatically email all users who have the Data Retention Administrator role or permission whenever changes are made to the data retention policy.

Prior to this change, only the admin who made the change received the 72-hour confirmation email.

This update only applies to the Professional editions of the SAP Concur products. It does not apply to the Standard editions.

Business Purpose / Client Benefit: This change provides greater visibility of configuration changes.

SAP Concur is in the process of enhancing the Standard Reports by Folder guide (English only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.

This is an ongoing project. Clients will see these guide updates as they become available.

EXAMPLES

Example of the new report prompt definition for the Itinerary Details report:

Record Locator: Used to search by the record locator assigned to the trip(s)

Example of the new field information for the Itinerary Details report:

SAP Concur is transitioning to a new email infrastructure for outbound emails from our products to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must whitelist new IP addresses to ensure that their users receive email from SAP Concur.

The new IP addresses are not published publicly but they are available by contacting SAP Concur support. Please work with your email server management team to ensure any required whitelists for IP addresses are updated so that your users continue to receive SAP Concur emails without interruptions.

SAP Concur is in the process of updating the format of all email notifications. These changes will provide a fresher, consistent look and feel across all SAP Concur services. The change will be introduced gradually. Some users will see the updated format immediately; some will see it over the next few months.

Be aware that the email content has not changed – just the look and feel.

Business Purpose / Client Benefit: The intent is to provide a consistent, updated look for users.

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.

As SAP Concur continues to grow, steps must be taken to enhance and improve the performance of our system so that we can meet customer expectations and the needs of their business.

Our overall goal is to significantly improve the performance of SAP Concur services by reducing the amount of data that is stored in our Production datastore. By reducing the data in the Production system, we can use server memory much more efficiently, which reduces processing time for transactions. For this reason, SAP Concur is developing an archive process for users who have been deactivated by their employers for at least three years. The archive process moves this "deactivated" user data from our Production datastore to a separate Reporting datastore.

Business Purpose / Client Benefit: Moving deactivated user data will provide faster processing time for transactions. In addition, it provides a more secure environment for inactive users' personal information.

IMPORTANT!

We are currently piloting the process and evaluating the results. Our goal is to ensure that customers are not negatively affected, that we have considered all pertinent scenarios and that the archiving process provides the desired results.

There is no target date for the implementation of this new process. We will announce via release notes well ahead of time.

SAP Concur plans to retire our Insight Premium product on 31 December 2018.

Insight Premium is a reporting product that was offered briefly, but has not been offered or updated for several years. Concur Intelligence contains the functionality originally offered with Insight Premium.

All the Insight Premium reports already exist in the Public Folder > Intelligence – Standard Reports folder in Intelligence, with most of the reports being located in the Premium Dashboards folder (Public Folders > Intelligence – Standard Reports > Premium Dashboards).

The Australian Fringe Benefits Tax reports and the UK VAT report are located in the Tax folder (Public Folders > Intelligence – Standard Reports > Tax).

Business Purpose / Client Benefit: This retirement allows Concur to focus development resources on further enhancements to our Intelligence product whose functionality, innovation and value now exceeds that of our legacy product.

UPDATING REPORT VIEWS AND SCHEDULES

If users have existing report schedules based on views pointing to the reports in the Insight Premium folder, before Insight Premium is retired, users need to modify their report views to point to these reports in the Intelligence – Standard Reports folder.

To schedule a report, a schedule needs to be added to the report view for the report in the Intelligence – Standard Reports folder in Cognos. A report view, named Report View of [report name], may have been automatically created for an Insight Premium report in their My Folders directory or the company's Public Folders directory. If so, users just need to schedule this report view for the Intelligence – Standard Reports folder version of the report.

If the My Folders or the company's Public Folders directory does not contain the Report View of [report name], the user can create the report view for the report located in the Intelligence – Standard Reports folder, and then schedule the report view.

We have included the steps for creating and scheduling a report view for the Executive Overview report located in the Intelligence – Standard Reports > Premium Dashboards folder in this release note as an example of how to create a report view and schedule the report view.

To create a report view for the Executive Overview report

1. In Cognos, navigate to Public Folders > Intelligence – Standard Reports > Premium Dashboards.
2. Click the Create a report view of this report icon for the Executive Overview report. The New Report View wizard page opens.
3. Enter the report name, description and screen tip. The default location for the report is: Public Folders ‎> Intelligence - Standard Reports ‎> Premium Dashboards. It is best practice for users to save the report view to My Folders so that the view is only visible and available to the user.
4. In the Location section, click Select My Folders, and then click Finish. Clicking Finish creates a report view for the Executive Overview report on the My Folders tab.

To schedule the report view for the Executive Overview report

1. Click the My Folders tab.
2. Click the Schedule icon for the Report View of Executive Overview. The Schedule page opens.
3. Define the schedule for the Executive Overview report, and then click OK.

WHAT THE USER WILL SEE

When Insight Premium is retired, on the Reporting tab in Concur, Insight Premium will be replaced with Intelligence.

CONFIGURATION / FEATURE ACTIVATION

Concur is initiating communication with clients currently using the Insight Premium product to plan migrations to one of our Intelligence product offerings.

Additional information will be available in future release notes.

Client Notifications

The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)

Monthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Professional Edition