January 2018 Analysis/Intelligence Professional Edition Admin Summary
Last Update: 18 January 2018
Model Changes
New Fields: Merchant and Charge Description FieldsWith this release, there are new credit card-related fields available for Expense.
DESCRIPTION: The news fields allow users to report on merchant addresses and additional lines of credit card charge descriptions.
The new credit card-related fields for Expense are located in the following folders:
- Expense > Expense Claims > Credit Card > Credit Card Transactions > Additional Transaction Details
- Expense > Expense Claims > Credit Card > Credit Card Transactions > Additional Merchant Details
With this release, there is a new Invoice Capture Service-related field available for Invoice. Also, two Invoice Capture Service-related fields were removed from the model.
DESCRIPTION: The new Supplier Name field allows users to report on the supplier name associated with invoices created as part of the capture service. The Supplier Name Captured Value and Supplier Name Processed Value fields were removed from the model. Adding the Supplier Name field removed the need for the Supplier Name Captured Value and Supplier Name Processed Value fields in the model.
The new Invoice Capture Service-related field for Invoice is located in the following folder:
- Invoice > Payment Request Capture Service > Capture Service Request Header
The removed Invoice Capture Service-related fields for Invoice were located in the following folders:
- Invoice > Payment Request Capture Service > Capture Service Request Header > Captured Values
- Invoice > Payment Request Capture Service > Capture Service Request Header > Processed Values
Localisation Changes
Additional Reports Available in Brazilian Portuguese, Czech and SpanishWith the December release, Concur added support for Brazilian Portuguese, Czech and Spanish in the Analysis/Intelligence reports, model and archive.
As part of the January release, most of the remaining reports in the Analysis – Standard Reports folder for Analysis customers, and the Intelligence – Standard Reports folder for Intelligence customers were made available in Brazilian Portuguese, Czech and Spanish for users that have their content language set to Brazilian Portuguese, Czech and/or Spanish.
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 aiming to complete the localisation of these reports in a future release.
Until these reports are localised, these reports will continue to display in US English.
The following reports in the Analysis – Standard Reports folder are not yet available in Brazilian Portuguese, Czech and Spanish:
- TripLink > TripLink Details by Traveller
The following reports in the Intelligence – Standard Reports folder are not yet available in Brazilian Portuguese, Czech and Spanish:
- Persona Dashboards > Department Manager Overview > Dashboard - Department Manager Expense Claim Overview
- Persona Dashboards > Department Manager Overview > Dashboard - Department Manager Overview
- Persona Dashboards > Department Manager Overview > Detail Reports > Average Life Cycle Details
- Persona Dashboards > Department Manager Overview > Detail Reports > Credit Card Adoption Details
- Persona Dashboards > Department Manager Overview > Detail Reports > Policy Exceptions by Employee Details
- Persona Dashboards > Invoice Management Overview > Dashboard - Invoice Management Overview
- Persona Dashboards > Spend Management Overview > Dashboard - Expense Spend Management Overview
- Spending > Executive Briefing Summary
- TripLink > TripLink Details by Traveller
MORE INFORMATION
For more information about language settings in Cognos, refer to the Localisation for Analysis/Intelligence fact sheet.
Report Changes
New Report: Capture Service SummaryAnalysis and Intelligence clients can use the new Capture Service Summary report to view the number and type of changes that occur after an invoice is created and before the final approval of the invoice. Clicking a field in the Change Type column on the report opens the Capture Service Details report for the selected field. The Capture Service Summary report can help provide insight into your organisation's current invoice processes.
REPORT OUTPUT
This report includes these columns:
- Change Type
- # Processed
- % Changed
LOCATION OF THE REPORT
- Analysis - Standard Reports > Invoice
- Intelligence - Standard Reports > Invoice
Analysis and Intelligence clients can use the new Capture Service Details report to view the details of the Capture Service fields on the Capture Service Summary report (Invoice Number, Invoice Date, Supplier, Shipping, Tax, Currency, Invoice Amount and PO).
REPORT OUTPUT
This report includes these columns:
- Request Name
- Request ID
- Captured Value
- Processed Value
- Data Source
LOCATION OF THE REPORT
- Analysis - Standard Reports > Invoice
- Intelligence - Standard Reports > Invoice
The Australian Fringe Benefit Tax Analytics Dashboard, which was an active report, was converted into a normal Report Studio report. Converting the active report ensures the dashboard will continue to work after the run history for standard reports is hidden after the January 2018 release. The dashboard was converted because the Australian Fringe Benefit Tax Analytics Dashboard is a core report for specific markets.
For more information about the run history for standard reports, refer to **Planned Changes** Changes to Run History for Standard Reports in this topic.
SCHEDULING THE CONVERTED REPORT
If you currently have a schedule and report view defined for the active report version of the Australian Fringe Benefit Tax Analytics Dashboard, be sure to update your schedule and report view to point to the new Report Studio version of the Australian Fringe Benefit Tax Analytics Dashboard.
The new Report Studio version of the report has the same name as the original active report version of the report: Australian Fringe Benefit Tax Analytics Dashboard.
LOCATION OF THE REPORT
- Intelligence - Standard Reports > Tax
- Insight Premium - Standard Reports > Tax
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 all 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, but all standard, non-active reports in the Standard Reports folder can still be run, and all other functionality will remain the same.
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. If a client attempts to run an active report from within the Standard Reports folder, the report will not run and an error message will appear.
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
WHAT THE USER WILL SEE
When the run history is hidden, the View run history action will be removed from the Perform an action dialogue (Actions column > More) for all reports in the Standard Reports folder.
Report Changes: **Planned Changes** UK VAT Dashboard to be Converted to a Report Studio ReportThe UK VAT Dashboard, which is currently an active report, will be converted into a normal Report Studio report in the February release. Converting the active report ensures the dashboard will continue to work after the run history for standard reports is hidden after the January 2018 release. The dashboard will be converted because the UK VAT Dashboard is a core report for specific markets.
For more information about the run history for standard reports, refer to **Planned Changes** Changes to Run History for Standard Reports in this topic.
SCHEDULING THE CONVERTED REPORT
If you currently have a schedule and report view defined for the active report version of the UK VAT Dashboard, when the report is converted, you will need to update your schedule and report view to point to the new Report Studio version of the UK VAT Dashboard.
The new Report Studio version of the report will have the same name as the original active report version of the report: UK VAT Dashboard.
LOCATION OF THE REPORT
- Intelligence - Standard Reports > Tax
- Insight Premium - Standard Reports > Tax
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 the 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
By the February release, 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 the February release, 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 February, Concur will stop automatically sending the Manager Dashboard report as an Actionable Alert. To continue receiving the Manager Dashboard report after February, 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 February release. Any BI Manager currently receiving the Manager Dashboard alert will stop receiving the Manager Dashboard report in February unless the BI Manager schedules the Manager Dashboard report for themselves before the Actionable Analytics changes are released in February.
For more information about Actionable Analytics, refer to the Analysis/Intelligence: Actionable Analytics User Guide (English Only).
Other Changes: **Planned Changes** Removing the "Privacy Agreement" PageFor clients who currently display the Privacy Agreement page to users, be aware that on 14 April, 2018, Concur will eliminate that page. That means the privacy agreement will no longer display under any circumstances. In addition, the options to customise the privacy agreement text and to apply policy (for example, to require that a user accept the privacy agreement) will be removed.
In a separate release, Concur will provide a standard privacy statement, which can be accessed via a link in the page footer.
This release note discusses the removal of the Privacy Agreement page and its associated configuration options. Information about the new Concur privacy statement will be provided in future release notes.
The intent of the change is to ensure that all customers see the same unmodified Concur privacy statement.
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 - Professional Edition