June 2021 Analysis/Intelligence Professional Edition Admin Summary
Initial Post
Release Note Summaries
Model Changes
New Field: Claim NumberWith this release, there is a new expense claim-related field for Expense.
Description: The new Claim Number field allows users to report on the expense claim number. The Claim Number field provides an additional unique identifier for expense claims. The Claim Number field value is a unique six-digit alpha-numeric value.
The new expense claim-related field for Expense is located in the following folder:
- Expense > Expense Claims > Claim Header Information
Claim Changes
Updated Report: Air Carbon Footprint - Detail"Missing Name" is now displayed in the Primary Passenger Name column on the Air Carbon Footprint – Detail report if a traveller's name is missing. Before this update, if a traveller's name was missing, no value was displayed in the Primary Passenger Name column for the traveller.
Adding "Missing Name" can help identify which travellers are missing their names so the traveller's information can be updated.
WHAT THE USER SEES
If a traveller's name is missing, "Missing Name" is now displayed in the Primary Passenger Name column.
LOCATION OF THE REPORT
The report is located here:
- Intelligence - Standard Reports > Carbon Footprint
MORE INFORMATION
For more information about the Air Carbon Footprint - Detail report, refer to Chapter 5: Folder – Carbon Footprint in the Standard Reports by Folder guide (English only).
Updated Report: Mobile Metrics DetailsThe AssociatedReceiptWithRepEntry event is now added to the Mobile Metrics Details report. The Mobile Metrics Details report displays the Concur Expense, Concur Invoice, Concur Travel and logon actions taken by employees using the SAP Concur mobile app. The report now includes metrics for the following events:
Logon
- LoggedIn
Concur Expense
- AddedExpenseToClaim
- ApprovedClaim
- AssociatedReceiptWithClaEntry
- AssociatedReceiptWithClaim
- CreatedQuickExpense
- CreatedClaim
- EditedQuickExpense
- EditedClaim
- RejectedClaim
- SubmittedClaim
- UploadedMobileStandaloneReceipt
Concur Invoice
- ApprovedInvoice
- RejectedInvoice
Concur Travel
- BookedAir
- BookedCar
- BookedHotel
- BookedRail
WHAT THE USER SEES
On the Prompts page, when the Expense check box is selected in the Event Groupings prompt, the AssociatedReceiptWithRepEntry event is now available for selection in the Events prompt list.
When the AssociatedReceiptWithRepEntry event is selected in the Events prompt, the AssociatedReceiptWithRepEntry column is displayed and populated in the report.
LOCATION OF THE REPORT
The report is located here:
- Analysis - Standard Reports > Mobile Usage
- Intelligence - Standard Reports > Mobile Usage
MORE INFORMATION
For more information about the Mobile Metrics Details report, refer to Chapter 15: Folder – Mobile Usage in the Standard Reports by Folder guide (English only).
New Report: Mobile Metrics – Mobile Adoption ReportThe new Mobile Metrics – Mobile Adoption Report displays a summary of the Concur Expense, Concur Invoice, Concur Travel and logon actions taken by employees using the SAP Concur mobile app. The report can help identify the percentage of users using the mobile app, what actions are being completed on the mobile app and which mobile actions are most commonly performed by users.
The Mobile Metrics – Mobile Adoption Report provides a summary of metrics for the following events:
Logon
- LoggedIn
Concur Expense
- AddedExpenseToClaim
- ApprovedClaim
- AssociatedReceiptWithClaEntry
- AssociatedReceiptWithClaim
- CreatedQuickExpense
- CreatedClaim
- EditedQuickExpense
- EditedClaim
- RejectedClaim
- SubmittedClaim
- UploadedMobileStandaloneReceipt
Concur Invoice
- ApprovedInvoice
- RejectedInvoice
Concur Travel
- BookedAir
- BookedCar
- BookedHotel
- BookedRail
INFORMATION ABOUT EVENT DATA IN THE REPORT
The SAP Concur mobile app version you are using and when an event was added to the Mobile Metrics Details report determines when data for the event is accurately reflected in both the Mobile Metrics Details report and the Mobile Metrics – Mobile Adoption Report.
SAP CONCUR MOBILE APP
The SAP Concur mobile app version you are currently using determines which event data is available to you in the Mobile Metrics – Mobile Adoption Report. Event data for all of the events in the Mobile Metrics – Mobile Adoption Report is available in the latest version of the SAP Concur mobile app. If you are using an older version of the SAP Concur mobile app, some of the event data may not be available in the Mobile Metrics – Mobile Adoption Report. We recommend users have the latest version of the SAP Concur mobile app installed on their mobile devices.
AVAILABILITY OF EVENT DATA IN THE REPORT
The following list indicates when specific events were added to the Mobile Metrics Details report:
- With the May 2020 release, the Mobile Metrics Details report was released with the ApprovedReport, CreatedReport, EditedReport and RejectedReport events. We recommend leveraging the Mobile Metrics – Mobile Adoption Report for the mobile actions associated with these events that were completed on or after 1 May 2020.
- With the November 2020 release, the BookedHotel and SubmittedReport events were added to the Mobile Metrics Details report. We recommend leveraging the Mobile Metrics – Mobile Adoption Report for the mobile actions associated with the BookedHotel and SubmittedReport events that were completed on or after 16 November 2020.
- With the March 2021 release, the following events were added to the Mobile Metrics Details report:
- AddedExpenseToClaim
- ApprovedInvoice
- AssociatedReceiptWithClaim
- RejectedInvoice
- BookedAir
- BookedCar
- BookedRail
- CreatedQuickExpense
- EditedQuickExpense
- LoggedIn
- UploadedMobileStandaloneReceipt
We recommend leveraging the Mobile Metrics – Mobile Adoption Report for the mobile actions associated with these events that were completed on or after 22 March 2021.
- With the June 2021 release, the AssociatedReceiptWithRepEntry event was added to the Mobile Metrics Details report and Mobile Metrics – Mobile Adoption Report. We recommend leveraging the Mobile Metrics – Mobile Adoption Report for the mobile actions associated with the AssociatedReceiptWithRepEntry event that were completed on or after 19 June 2021.
REPORT OUTPUT
This report includes these columns:
- Country/Region
- # of Mobile Users
- # of Actions
- # of Non Mobile Users
- % of Adoption Users
- Event Group/Events
- [Month]
- Total
The Mobile Metrics – Mobile Adoption Report consists of three pages:
- Total Mobile Adoptions by Users
- Unique Mobile Users by Event Group
- Mobile Events Trend
The Total Mobile Adoptions by Users page provides a bar graph that displays the number of SAP Concur mobile app users and the number of users not using the SAP Concur mobile app by country/region. Below the bar graph is a list of the totals by country/region for the number of SAP Concur mobile app users, number of mobile actions performed, number of users not using the SAP Concur mobile app and the percentage of your users that are using the SAP Concur mobile app.
The Unique Mobile Users by Event Group page provides a bar graph of the total number of mobile actions associated with an event group (Expense, Travel, Invoice and/or Logon) that were performed by unique SAP Concur mobile app users by event group and month for the report's event date range. Below the bar graph is a list of the specific events and how many mobile actions were performed by unique SAP Concur mobile app users for each event by month, and the total number of mobile actions associated with each event for the report's event date range.
The Mobile Events Trend page provides a bar graph of the total number of mobile actions by event and month for the report's event date range. The bar graph can help you quickly gauge which events users are performing actions most commonly. Below the bar graph is a list of the specific events and how many mobile actions were performed for each event by month, and the total number of mobile actions associated with each event for the report's event date range.
LOCATION OF THE REPORT
The report is located here:
- Analysis - Standard Reports > Mobile Usage
- Intelligence - Standard Reports > Mobile Usage
MORE INFORMATION
For more information about the Mobile Metrics – Mobile Adoption Report, refer to Chapter 15: Folder – Mobile Usage in the Standard Reports by Folder guide (English only).
Other Changes
File Transfer Updates: **Ongoing** Mandatory SFTP with SSH Key AuthenticationThis release note is intended for technical staff responsible for file transmissions with SAP Concur products. For SAP Concur customers and suppliers participating in data exchange through various secure file transfer protocols, SAP is making changes that provide greater security for those file transfers.
As of 10 April 2021, non-SFTP (Secure File Transfer Protocol) protocols and SFTP password authentication are not allowed to connect to SAP Concur for file transfers:
Non-SFTP file transfer accounts must switch to SFTP with SSH Key Authentication.
SFTP file transfer accounts that use password authentication must switch to SSH key authentication.
SFTP password reset requests require the client to provide an SSH key for authentication.
On 12 April 2021, SAP started disabling non-compliant file transfer connections. The process of disabling non-compliant accounts will continue throughout 2021. If you have multiple file transfer connections configured, this change applies to all of your file transfer connections.
This announcement pertains to the following file transfer DNS endpoints:
st.concursolutions.com
st-eu.concursolutions.com
vs.concursolutions.com
vs.concurcdc.cn
Business Purpose / Client Benefit: These changes provide greater security for file transfers.
File Transfer Updates: **Ongoing** SAP Concur Legacy File Move MigrationThis Release Note is intended for the technical staff responsible for file transmissions with SAP Concur. For our customers and suppliers participating in data exchange, SAP Concur is maintaining our file transfer subsystem to provide greater security for those file transfers.
SAP Concur is in the process of migrating entities that currently use a legacy process for moving files to a more efficient and secure file routing process that relies on APIs.
Clients whose entities are currently configured to use the legacy process will be migrated to the more efficient process sometime between now and 31 July 2021. After they are migrated to the more efficient process, clients will see the following improvement:
With the legacy process, clients had to wait for the file move schedule to run at a specified time. With the more efficient and secure API-based process, extracts and other outbound files from SAP Concur will be available within the existing overnight processing period shortly after the files are created.
This announcement pertains to the following file transfer DNS endpoints:
st.concursolutions.com
Business Purpose / Client Benefit: These changes provide greater security and efficiency for file transfers.
File Transfer Updates: Rotating PGP Key Available for File TransfersFiles transferred to SAP Concur products must be encrypted with the SAP Concur public PGP key, concursolutionsrotate.asc.
concursolutionsrotate.asc
Key file is available in client’s root folder
Key ID 40AC5D35
RSA 4096-bit signing and encryption subkey
Key expires every 2 years
Client is responsible for replacing the key before it expires
Next expiry date: 4 September 2022
SAP Concur plans to replace the current rotating public PGP key in the client’s root folder 90 days before the expiration date
The SAP Concur legacy PGP key (key ID D4D727C0) remains supported for existing clients but will be deprecated in the future.
SAP Concur strongly recommends that clients use the more secure rotating public PGP key for file transfers. To facilitate the use of the more secure rotating public PGP key for file transfers, SAP Concur added the key to existing client’s home folders on Friday 15 January 2021.
This announcement pertains to the following file transfer DNS endpoints:
st.concursolutions.com
mft-us.concursolutions.com
vs.concursolutions.com
st-eu.concursolutions.com
mft-eu.concursolutions.com
Business Purpose / Client Benefit: The rotating public PGP key provides greater security for file transfers.
Planned Change Summaries
The items in this section are summaries of the changes targeted for future releases. SAP reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.
Model Changes
**Planned Changes** Change to the Paid Date FieldIn the Cognos data model, the Paid Date field date in the [Expense].[Claim Dates and Statuses].[Paid Date] and [Expense].[Claim Dates and Statuses].[Paid Date/Time] data items may be either the date on which the claim is extracted for payment, or the date on which the payment is confirmed. For Concur Expense, we are planning to change the Standard Accounting Extract (SAE) (versions 2 and 3) so that this date is always the date that the claim is extracted for payment and does not overwrite the value with the date on which the payment confirmation is received.
More information will be provided in future versions of these release notes.
Business Purpose / Client Benefit: This change targets improving analytics and other use cases for anyone relying on the value in this field.
Claim Changes
**Planned Changes** Removed Claims: User Rating Summary ClaimsThe User Rating Summary – Expense and User Rating Summary – Travel reports will be removed from the Analysis - Standard Reports folder in Analysis and the Intelligence - Standard Reports folder in Intelligence.
We will remove the reports from our standard report offering as there has been minimal utilisation, and we want to ensure we are investing in standard reports that bring the most value to our customers.
We are currently working on a new solution for capturing detailed and actionable feedback on our products and services.
If you need to retain your existing user rating data, you can download your historical data before the reports are removed.
Additional information will be available in future release notes.
LOCATION OF THE REPORTS
The reports are currently located here:
- Analysis - Standard Reports > Administration
- Intelligence - Standard Reports > Administration
Other Changes
**Planned Changes** Upgrade to IBM Cognos Version 11Analysis 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
Additional information will be available in future release notes.
UPDATE SCHEDULE
The Cognos v11 update will be implemented by pre-designated groups of clients.
More information about communications and timing will be released closer to the update. We plan to update the Analysis/Intelligence UI automatically for each customer over a weekend.
We are updating by entity; customers with multiple entities or test sites may have different update timeframes across all their sites. More information will be provided in future release notes, and you will also receive a 30-day notification before we update your solution.
Due to technical reasons, we are not able to schedule any specific customer’s update; the dates will be pre-determined, and customers cannot move to Cognos v11 earlier or later.
Client Notifications
Accessibility Updates
SAP implements changes to better meet current Web Content Accessibility Guidelines (WCAG). Information about accessibility-related changes made to SAP Concur solutions is published on a quarterly basis. You can review the quarterly updates on the Accessibility Updates (English only) page.
SAP Concur Non-Affiliated Subprocessors
The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)
Monthly Browser Certifications
Monthly browser certifications, both current and planned, are available with the other SAP Concur monthly release notes, accessible from What's New - Professional Edition