Hi everyone and thank you so much for attending our first ever virtual summit Fusion. I'm Erin, Molnar. I will just be going over a few housekeeping items before we get started with our first session. This webcast and all of them today are being streamed through your computer, so there is not a dial in number for the best audio quality. Please make sure your computer speakers or headset are turned on with the volume up so that you can hear us everything you see on your screen is movable in resizeable using the errors in the corner at the bottom of your screen there are multiple widgets to support today's event. I'll just go over a few of those right now. If you have any questions for a presenter, you can submit them through the Q&A, which it will try to answer them during the webcast. But if a Fuller answer is needed or if we run out of time, it might be answered later via email. But Please note that we do capture all of your questions. 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We've got resources and chats and SCP concur experts and all kinds of cool stuff to check out, so please make sure that you do that as well now that that's out of the way, I will hand it off to our first speaker just. Thank you Erin. Hello everyone and welcome to the top reports and dashboards within your essay P concur solutions session. My name is Jessica German. And joining me in presenting his Glen Kooistra, even though we're not in Sunny Florida, which I'm little upset about. We are extremely excited to be here and share the topics that we think you will find beneficial to help you leverage in your organization today. To set some of the stage of what we're recovering. You can expect to see some of the information and data that you could be presented with during our quarterly business review process. 9 times out of 10 our customers always ask How do I get this data ourselves? And then is where this session is going to uncover for you. It has no value if you do nothing with it, but Glenn will show you some of the slides, but you'll see as you engage with their customer engagement executives during your partnership with ASAP concur. And highlight some of the things that you can use to help support business outcome. Then on the same topics I will be covering those pop reports, dashboards and potential customizations that are possible. That can help you hone in on driving those business impacts your organization is looking to accomplish. Overall, we hope the value that you realize from this session is that there is truly power in the tools you have invested in at your fingertips. To help make the crucial, this is business decisions and ultimately optimize your program. The reports and dashboards I will be covering today are available in our Cognos reporting platform. More so known as the analysis and intelligence reporting product. We do have a quick poll just after our gender slide that we would like everyone's participation in, so be ready with your mouse and will be opening it up to Q&A at the conclusion of our slide. Alrighty, so let's learn a little bit about your presenters today. My name is Jessica German and this is a picture of My 5 year old daughter at our local zoo. More Interestingly is being that we were located Indiana so far away from the beach and ocean, and given the original Fusion Orlando location, just seeing an hour so from the ocean, I found it sitting to share our love for the water. Even though this will probably be the closest you will ever get to surfing, at least for another eight years or so, if I have any say in the matter, if that even exists. Alarm more importantly about myself. I have been with ASAP. Concur for eight years and currently in the data and analytics team as a strategy product manager with specialization in the intelligence product. I have around 10 years experience working with SBS. HP concur tool. Whether that be training expense, users on there's new Sweden configuration as a former customer or helping our larger organizations obtain the necessary data from within intelligence to accomplish their business. Problem. Which is more commonly referred to today as the ASAP concur Consultative Intelligence Service. And with that I will turn it over to Glenn. Thank you Jeff. Hello Everyone, my name is Glenn Kooistra and reside in Michigan Ann. We also love the water and the sand. As you can see here in the picture of My 5 year old son. We spend as much time as possible in the warmth and in the sand as we possibly can, so I can't can't deny that. I'm a little sad we don't get to be in the warm weather this week. But for my career here has Jessica. I have been at as a beacon curve for eight years. Currently my role is in the value program development team under customer improvement and within that role on that team we provide thought leadership and innovation through programs to identify and create and deliver value based engagements with our customers as well as our prospects. For the Seven years prior I was in customer engagement role where I was having those valuable conversations with customers. So, just to recap, what we're going to discuss today is I will be showing you some examples from what your customer engagement executive or your concur account team will be showing you during a quarterly business review and we're going to focus today on the four hot topics that we typically have during those conversations around card versus cash spend by expense category and types, ground, transportation and mileage, and travel adoption. And of course those are going to always be a very high level of set of data and our customers are always asking where can I get this data or how can I dig deeper? So then it when I'm finished, Jessica's going to take that further and show you some of the reports. Some of the dashboards and discuss some of the customizations. An recommendations that you can do with those reports to get that data. Ultimately, want you to see that you have the power at your fingertips to make informed critical decisions for your business. So we first want to get to know a little bit about you as a pertains to your role and the use of ASAP concurs reporting tools of intelligence for analysis. This will ultimately died us and help us gauge the level of complexity that just is going to go into on the customization front, and she can go pretty deep, so we're going to have to keep her in check. So if you can take a few minutes, complete the pole and then will show the results in just a second here. So let's not worry about what how, what level of familiarity you have with the tool S AP concur has a lot of areas of opportunities to learn more that we have at the end of our presentation, there's a resource slide that will give you some helpful links that include the training guides and the videos to expand on your reporting knowledge. So we want to thank you for completing this and we want to also make sure that we can. You're going to be able to leverage the items that we're going to be covering today to its full capacity. So when we talk about card versus cash, this time conversation never gets old, no matter how many customers I've spoken to or continue to speak with. There's always special circumstances. There might be strict guidelines, or there might be no guideline at all. When you start to work with your customer engagement executive in a business review. You should be considering what business challenges you are trying to achieve around card versus cash spend. Or transactions, or both? There's an opportunity to have a discussion with your concur account team. Strategize on what is most important to your business. What possible improvements could you make when you consider the amount of spend or the transactions happening in a given time period? Where is your focus? Is it cracking down on internal controls? Are you tasked or is your card manager tasked with managing your spend more affectively or bringing money back into the business? Or are you purely focused on improving employees experience? During the business review and using that discussion with a high level data that they're going to bring to, you could be a way for you to measure and align on those possible improvement. Areas to focus would be on your cash spend. Could I move or could I encourage more card adoption to increase my rebate? Do I want to have tighter controls because I'm receiving third level data from my card feed? And I increase my visibility. Are you going to be looking at your cash transactions? What types of these expenses are being submitted with cash? Are there possibilities of overstatements? Inflation or unnecessary expenses. And then maybe you want to promote an easier experience for employees. Using a card alleviates the financial burden of employees. And it's easier to manage, perhaps because of the higher dollar receipt requirement. So identifying what those challenges are, what outcomes you're trying to achieve an then aligning with your account team. Is going to be the first step as they worked with you together during your part your partner life cycle. To help you achieve adoption or possibly optimizing that program. And then that brings us to our question. We always here where do I get this data and How do I go deeper? Excellent question Glenn. Let me help shine light and personally one of my favorite customer initiatives. Good news is there's a lot of ways to review this kind of data set and reporting today. But while we look at this slide, I want to draw particular attention to the example of the 70% adoption of the card and where we can offer the closest comparison to from what is available. In our standard report offering. And that is our Department manager expense report overview dashboard shown here. While the number. Well, there are a number of very helpful metrics available on this output. what I would recommend, but I when I would recommend reviewing but for this topic of card adoption I would like to draw your attention to this top right hand side. The trend chart here is providing that comparison based on the stand of the applicable credit card payment type. So for those credit card transactions that are coming in. Typically through your credit card import process, they'll be reflected in this chart. This does take me to the first customization that I could offer an it being payment type related. Depending on your program in this that were to include Piccard, this chart is going to incorporate that data set accordingly. But this could be an opportunity that you could incorporate into this design. Should you want to create your own custom version. So again, the recommendation is maybe apolosi or payment type prompting options that you could mold into this report design. However, something to be mindful and the customization front would be that the report would not make it part of the standard report catalogues based. That was previously existing, should you want to proceed and altering this report design, you want to make sure it's inefficient effort for your intended audience. Such as global reflection or directing your reporting real users to the new customized version you create. Just something in mind for an essay. Could concur has recording help that can guide you should you want to consider this effort. Now for the actual chart itself, and what you should be looking for on this 12 month rolling chart are the peaks and valleys that you may have for your organization. Is there a particular reason for the valleys? For the month where you have high volume, travelers are attending those larger events. Is there more cash happening during those months? Do we as an organization, need to prioritize our adoption effort based on the reflection of this chart? And where would we start? These are some of the questions you could be asking based on the results of what you see on the screen when you go and run the report inside of intelligence today. But I would like to point out next on this slide and that you see here and it's going to be carried throughout the rest of the presentation, which I would think that you would find helpful. We are providing the location of the report. This navigation path will take you to the dashboard and subsequent reports. Then I'm gonna be mentioning as we proceed through today's presentation. If the report is available and intelligence, you'll see it specifically called out not leading part of the path provided. If it's not mentioning intelligence in the report will be available in both analysis and intelligence products. So with this presentation concludes. And you go back to your own reporting environment and run this report. I imagine your first question would be or wait a second, Jessica. This report title, says Department manager in it. But I want to see this on a global perspective. Good news, the dashboard and many of the reports on intelligence analysis can be leveraged as both. Now is the name in the case. These metrics were created for that specific targeted persona. Is it correlate to the business intelligence manager hierarchy functionality? Which is great, right? Let's put some of that adoption ownership on your managers. They can run this and see what their direct and indirect employees are contributing towards that card adoption initiative. Alternately, given a different role assignment completed by your organization, which we kind of refer to as permission administrator. You another personas in your organization can be given a couple of different options for rollup opportunities. If you have personas that needs global reflection, the global designation can be assigned that this Department manager dashboard. Another reports can be run for the whole organization. The next piece that I want to call out that you see on the screen is the. Little visualization of this piece of paper and ultimately what that is doing is pointing out that there are respected drill through capabilities for this report. And when you click on that stack of paper that paper, you're going to be going to be given two supporting drill down options. And that's the next report that I'm going to be talking about. Is the credit card adoption details. This has to be one of my favourites that I'll talk about today as it blends itself perfectly with being the right level of analysis. Not too high level summary and not too low to where you're seeing every single transaction. The output given this report should be highlighting to you, then lunch were those valleys occured and also expense type utilization for the respective payment type efforts. Seeing your results shooting indicate a clear target that you can leverage in order to drive the increase of adoption anymore strategic manner. For example. Do we need to communicate to our travelers every March with the anticipation of a yearly event for them to use their corporate card? Are there expense types that we should be doing better on? These questions. Are going to be supported by this report output. And allow you to dig deeper. Now for the reports design itself, which is the technical piece that when worn juwono me not going too deep. But ultimately when you run this report it's focusing on the submit expenses in the last 12 months. This does include Picard. It's also going to be listing all your expense types, not an expense category roll up. So you'll get that break out accordingly. The month are budgeted based on transaction date. And there's a pre packaged prompt on the report when running that allows you to select specific expense type so you don't have to get that list of all 50. If that is how you been configured in your tool today. This is an intelligence source report found in the navigation in the lower right hand side again. And from a customer customization front. I would highly recommend apolosi or country type prompting options be incorporated into this design. Maybe not all your countries are leveraging the card program, or maybe your policy relies on all hotel being corporate support, corporate card, source driven. This presentation could be a quick addition to round out the respective action items you were looking for. With that I'm going to move on to the next report that I'd like to discuss. That would be the payment type analysis report. Which could also be leveraged as a form of dashboard because it's ultimately consisting of five pages in total, and best if ran in a PDF file format. You can see here what we're looking at is ultimately 3 charts or three objects is what the technical side of it calls for. But what is showing here is a trend. Of your son and their respective payment type utilization on those first 2 charts, and that's different, you know can far compared to align. And then the last object that you see here, which again is just page one of this five page report. It's focusing on the approved amount by expense, time and where that payment type allocation is provided. So that could be helpful to know you know what are your top expense types being used for that you're spending. On the subsequent pages, there's other areas. Focus on that. Again, shining more light on the payment type and the adoption peace. Where there is a top five vendors showing graphically for the respective categories of airfare, hotel, car, rental, cell phone. There's another page of Top 30 senders. And their respective payment types that they're using. And then last but not least, a high level extent type spend listing and what payment types are being used in that expense type. Area. So there's a lot of good insights gained from this five page report, and if your configuration is optimized, especially with the expense type kind of ization effort. And highly recommend running this report to analyze for your organization 'cause it's getting a lot of different reflections of that. And the adoption fee. Now, from what the report is currently providing, it's giving you know it's a little bit lighter on the prompting options. Allowing you to select a date range for the process transactions, and you're able to select one or many of your payment types. Did you have those? And from a customization inside the house. As I did mention, this is a five page report, so the customization option is going to be a little bit more intensive, but given your background and the health ASAP concur offers. It can be done. Again, just want to keep in mind your audience in the target and what you're trying to accomplish with this data set. But if you are going to be considering a customization again, the policy or a country differentiator would be really helpful on this report as it sits. I do wanna call out and reiterate the same same item mentioned in the Department manager dashboard. This report can you ran at a global level and also for BI manager consumption? So realizing that the power is there is what's going to benefit you. There's power in the data at your fingertips, and it does not just have to fall on, only your shoulders. The solution is set up just as Jessica mentioned that you can set this to ABI manager level. So you can delegate and put the ownership on leveraging the data to those who are responsible for direct reports. You could also set the solution up to automatically send the people responsible for knowing this data the reports. Give the managers access. Teach them to use it and then guide them on what your policies required so that they can help you optimize your programs. So our next topic is around expense, then by category and expense types. Again, this always presents varying conversations and identifies where customers are focused. Expense categories, which is where every expense type is mapped, can be measured and monitored to ensure that your spend is appropriate. So during a business review, when we take a look at the data being presented here, we are benchmarking the top 12 expense categories across companies. This way you are able to see. How you stack up against your industry peers as well as the concurrent enterprise base? Expense categories is what you possibly use to map tier Geo. And what you ultimately provide reporting on for the IRS? So making sure that expense types are mapped correctly to the categories as Jessica mentioned earlier. Will give you the increase visibility into your stand. And thus helps you make valuable business decisions. So what you are looking at here is your overall percentage of spend when you compare this companies data. In this example, specifically around airfare. There is a 12% difference from their industry peer percentage. This could be because how the customer has their expense types configured. So what's coming into this airfare category but the others may not have those. Ensuring that you review, understanding how your configuration is set up. It is an effective tool is going to give you many more capabilities to use this data to your benefit. There might be a problem how this looks. But again, this customer might have a different culture than their peers. So ultimately, finding out what this is spend includes is going to assist you in making appropriate decisions. Without using your tools, effectively you are quite possibly just limping along, trying to gather as much information in order to make changes to your policy and make educated decisions about your employee groups activities. It would be like buying a state of the state of the art voice activated system like a TV and then trying to go up and push buttons on it. So instead, let's let the tools work for you that they are designed to do, and then you can leverage the wealth of knowledge with the data and do the appropriate research instead of relying on those manual efforts which could potentially wreak, which could potentially result in errors. So let's take a look how you can dig into this a little bit further. Thanks, one configuration is always near and dear to my heart and the sun by category is a big reflection of the configuration aspect as one kind of mentioned, this is. Spend category is ultimately set up in your admin area of the expense types and noted as spend category. So as you are seeing this slide it's that grouping mechanism that you should be addressing in the advent area of escapee concur tool. And I'm the screen indicates there's a 12% gap between the organization and industry. I would like to use this as we proceed to the next two slides that will be covering. So you're going to have this conversation and this slide, and you're going to take away is How do I understand what makes up that 32% utilization? Is that 30 two really applicable for what we consider a true airfare spend? The first report I would like to discuss is referred to as the average send by category details. This should come to no surprise. Our recommendation is another detail report, stemming from the Department manager overview dashboard. Again, a happy medium between being the right level of reflection to give you a quick insight of whether to focus, where to focus efforts available in the intelligence reporting product. Another plus of this report brings, as you can clearly see, is the differentiation between. But I just mentioned about send category and the actual expense types that you have set up. Because of this breakdown, you can identify if your categorisation effort needs to be reconfigured to better align with that industry average. Or maybe it's maybe it's right. I mean, maybe we would consider the airfare domestic or. Airline fees as part of that airfare grouping mechanism. Now this report in particular is focused on process transactions for a given transaction date range. An only for the spend categories of airfare, hotel, car rental, entertainment, Neil, Rail and Telecom. There are additional prompt that you can that allow you to focus on one spend category at a time. So I just wanna see hotel just wanna see rail and all my respective custom expense types that roll into that hotel or rail category. But as we go back to the airfare example specifically, given the output results of your organization, it should be signaling to you or who on average and to have a higher ticket price. And that we could take those specific users to review if they're traveling internationally more frequently. Are they booking their tickets well in advance to try and reduce that ticket price? This outputs gonna allow you to get that understanding of who might be driving that then. And can allow you to dig deeper whether they're in compliance in your policy effort. And this first report can provide that insight. Now for my customization front and given this current design. A recommendation to maybe instead of looking at every employee as this report does, so maybe we alter it to be the top 10 or top 20 employees. And you can make that top 10 or top 20 based off expensive type. So airfare, international impaired domestic or I'm going to target it to be the top 10 or top 20 to be based off airfare spend category. The options are endless. It really boils down to where do you want to drive that change? The next report I want to talk about is taking us down to that next lower level when it comes to a more granular transaction by transaction basis. And that is the expense. Entry analysis details group by expensive type report. We see so many of our customers gravitate to this report based on the Utilization. Of seeing what you all are running on a frequency basis. And rightfully so. The versatility of this design is super beneficial for those quick snapshots of who has filed Watt. You can literally slice and dice this report in so many ways. But I just want to take a moment to call out that this report is available for both analysis and intelligence. Found in the expense processing folder. This particular datasets receivable focus on process expenses for a given date range that you can then leverage for specific expense types. Again, not to be confused with spend category. But those actual, customizable, expensive types that you set up in your configuration. You can also target specific employee that have transaction amounts greater than us given threshold. Super beneficial right to find those outliers? All the scenarios are provided by the prepackage filtering options. Available in this report design. So for example, given the prior slide of average, then by category details. I saw an employee by the name of Mike. And he had two airfares greater than $500 for the month of August. I would then take that. And run this report for Mike. With that threshold of greater than 500. As you can see from this output, you're getting a little bit of different detail as it relates to the individual transaction line. But some of the takeaways that you can do is knowing when it may have hit your GL, which is noted by that sense for payment date column. That you see what expense report was the transaction on as well as vendor in city location. Now, granted, you may want some additional details added which I would recommend. Maybe a business purpose be added. But depending on your configuration, this may be a custom field which is kind of why it's not listed as. On the Senate report design out of the box. Another great piece of data for this type of information would be a comment field. Maybe there's some additional descriptions that the employee made or your approvers. Have mentioned in this comment field that could be helpful for a better understanding of why that airfare ticket may have been on the higher end. And if you are specifically targeting airfare, maybe we want to put in that third level credit card details that are available given your credit card program. All three items we beneficial for your analysis, but you really want to be mindful of the goal while having that detail can be helpful. You wanna keep make sure you're keeping a balance of not overloading the design and not get lost in the ten additional columns that we think you may need. The goal is to find the areas of improvement. And let that be the behavior to of maybe your top five or top ten airfare spenders and their habits created that could then be applicable to all your employees to drive that change. And again, let's get some of that ownership to our managers, and maybe not so much at a global level, but they can. They can run this reports, identify who's spending more than 500 on an air ticket, for example. Great, Jessica, so you can all see how how you have the ability to dig in further into all of the data. And you can get as granular as you need to. And use this to start optimizing your solution. You might be starting to think about those business initiatives that you've been given or that you have in front of you now. Or perhaps you could bring this to your C-Suite and you could show them how you could help manage spend more effectively. Again, Strategizing and then aligning with your account team, but also use your own reporting team yourselves or even leverage your custom report consultant through concur. Use this to help make a difference in your organization. So we move on to ground transportation and mileage, which can always present up topics. You can see the theme here that visibility into spend is critical for your business to make crucial and well informed business decisions. Leveraging a snapshot like this around ground transportation in a business review with your concur account team. Can again help you identify where possible improvements or even changes might need to occur. And then you can evaluate this over a period of time, whether that's quarter over quarter, because you decided to make a change or an improvement or move move one of these in in One Direction or another. But it allows you to see this at a high level and gives you the ability to be educated on where you might need to educate your employees or redirect behaviors, or even potentially change your policy. If we focus again, unemployed experience or employee safety. Or overall met spend management. Whatever your business challenges are that you're trying to solve for or your business outcomes that you're trying to achieve. Seeing all of this in one place will be able to guide you on where you need to take the next steps. Yeah, I just want to offer one point of clarity for this particular slide and that would be this reflection of Uber, Lyft Volume. This is strictly based off vendor name. So when you're going through the quarterly business review. It is based on vendor regardless of how the user is actually classifying it as it relates to your expense type. Which is a positive right? This is removing the element of any of your various expense types and looking strictly at the keyword based off of the credit card vendor. Or the user input of vendor name? This could be something you could certainly hone in on some of our top for spend by vendor reports that are available in the standard report catalog available both for analysis an intelligence. Now I don't have a visualization to show you, but if you go out to the catalog and the resources tab, there's a link over there. Can you search for top stunned by vendor that can give you the insight that ultimately rolls up into what you see here. So In addition to the ground transportation, Secondly, we look at mileage, which always presents a dynamic discussion. Everybody looks at this different, but really it's all kind of the same story. We really need to have the discussion with your account team and it's a case by case scenario based on business and we need to understand what is your culture. What are you trying to do with this particular spend? What can I even impact in the spend? So what you do with this is where the rubber hits the road and I'm that is pun intended. So what we're looking at here is the percentage of overall spend that your organization realizes around mileage. Is this appropriate? Are there any? Is there any room for having more control on this spend? Are there areas that it can be reduced? Overall, is there anything here that we don't know about or didn't know about? Mileage unfortunately is one of the easiest expense types to overstate, estimate or even pad. So how do we dig deeper to understand what this spend indicates? How do I know what is appropriate when I'm looking at one big large number? So we could take a look at a report that Jessica will show us that will give you more detailed information and you can bring that internal and use that to drive business outcome. I agree Glen mileage reporting is another highly leveraged data set available in both analysis and intelligence offering, and this report of expensive personal car mileage. Can be found in the sending folder that provides that transaction by transaction utilization. This report lends itself very nicely to. To any kind of targeted filtering options that you should be considering, and but what I mean by that is you know the number of prompts that are available to you. You're allowed to. Out of the box query on transactions within a specific date range. Specific currencies should you be considering it being a global mileage effort? So you can allow and run for a just USB or other countries. Another huge cluster. This report design is that you can see them. Those mileage entries based off miles or kilometers. With a versatile breakdown, even break even distance component. So let me give you an example. John doe. I would like to run and see what John Doe has done for his mileage that exceed 100 hundred miles, let's say. That specific scenario is going to be helpful to you. To identify what employees are putting a lot of wear and tear on their vehicles, is there an opportunity for change in policy? Given the behaviors of your travelers. Is there an opportunity for running a car that was equal to the cost of using personal car to travel to travel for business? So a highly leveraged report and going to be satisfying some of those questions that Glenn and I discovered. One of the customizations that I think would be helpful for this output as it stands, would be to incorporate some of your organization custom field element. Whether you want to review this on a particular Department or call centre, or maybe that this call it that this policy needs to hold it for. That edition could be completed quite easily for your own custom version given the report design as it's structured today. Thanks just so you can again recognize there's a lot of information here and gives you a lot of power to make valuable decisions. Do we have an opportunity to implement a favor program? Do we possibly need a company lease program or do we need to drive more people to an existing lease program? Do we need to potentially put tighter controls on route attachment? Possibly implement audit rules to make sure compliance to my policy is occurring. And you can see that those are the types of decisions that you can use by using this data. So we come to our final topic around travel adoption and this can either give you a full picture of your program or it's going to identify what's missing. Travel adoption is. Wait quite anonymously. One of the areas that customers feel they need that they use their TMC data only help give them the information and give them the full picture. I want to encourage you again. You have the power at your fingertips an if you utilized both concur data as well as your team sees, you're going to have much better information in order to make decisions. Whether you need changes or policy changes or behavior changes or quite often, you can highlight successes and present. Lighted areas of a really solid program. In a quarterly business review, this is what you're going to see where you will review your overall travel adoption by all segments. Inclusive of Air Hotel car an rail. And it's all of the data that's coming into concur. So you're going to want to ensure that this aligns to your overall program objective for an online versus offline, which is agency booking. This is going to help you uncover areas that might actually need to be addressed. So just to note, some of the things on on this particular report that can make it look a little skewed from what you might be used to see is whether or not you have the itinerary feature turned on. And whether or not you're TMC is sending offline bookings. So you might have specific specific travel configurations or countries where you've only designated offline booking, and maybe those aren't coming into your concur profile. You're managing those differently. So this data is reflective of all of the information that is being brought into concur. That's why I mentioned earlier utilizing concur and your TMC data is going to give you the best picture. So again, this is high level, so you're thinking, OK, I can see this. How do I get a little bit more granular? and I want to know what countries need attention or what segments can I impact more? But just is going to be able to get you into that. Yeah, thank you God. The first report, round travel adoption and FY I. This is really knew this was released in February. This is a travel adoption report which is available to both analysis and intelligence customers. As you can see, it's pretty similar to what Glenn was showing a little bit different visualization, but it's showing you that adoption on a per month basis and it is does incorporate the same kind of parameters that Glenn slide does with the air, hotel, car and. Rail segment. In this report design, we're giving you a date range option and a little bit differently as compared to the reports that I've talked about previously. There is a prompt option for concept field. You haven't heard but of those before there is a resource is linked with the tech pubs noted that you can learn more about concept fields, but this report when you run it, you can select your date range. Select a particular Department which could be a custom field. And travel configuration. As Gwen slide noted, the four that was a reflection of an organization with two travel configurations. You can now run this report and you're compliant folder and select a config travel configuration at time. So maybe that TNC scenario that she described. Maybe better recognize for the different policies that you have and leverage that travel configuration prompting option. Now, from a customization standpoint, you could ultimately incorporate that indirect indirect peace. Item, it would be a little more complex, but it could be an option. Perfect. So you can see that you can have visibility into all of the data that are as long as you have an integrated tne solution. What's coming in through your online booking tool, as well as your TMC booking? But what about the rest? What about the visibility into the hotel that you had to book? If we were going to actually be in Orlando for Fusion, you had to go to a vendor to book your hotel. So how are you managing those bookings? An that spend that are being expense, but you only see it after it's expensive. Maybe a lot of travel travel is happening with cash versus your card. Where do you going to do with this pen? Do you have upgrades coming through? Do you have only baggage in this report? Or do you have opportunities to move some of this spend on line or agency booking? Utilizing reports to get the full picture will give you the ability to make beneficial decision. So how do you get that entire picture? Question. Yeah, great question and ultimately I feel like when we save the best for last. Visible send details. This is gonna give you that visibility for what kind of remaining? What are my what's my volume to focus on to drive that Adoption Peace? Now this report is available for both analysis and intelligence customers. And found in the tripling folder. Now I know that this report can be a little frightful, but do not be scared of this. This is giving you action items. A tremendous amount of action items. There are so many different things that go into this invisible send peace. I don't have alot of time to talk about it in this session. But just to give you a couple examples, right invisible stand is a result of your credit card expenses matching to the itinerary we want to drive adoption. We need to close this loop, right? So just to give you a couple examples, we've got that expense line coming in. We've got the travel allowance reservation coming in. Should everything be flowing correctly that matching process has a couple of different factors into it, right? The user could be connecting that. Or, depending on how you have some configuration related items set up, you want to make sure that those that process is happening in that front end. Additionally, from our reporting side of the house. Intelligence and analysis has an additional what we call fuzzy logic, and you know, just know that if the expense in itinerary is matching on the front end, it's great, right? That will then translate to the reporting in this report output. There's also another effort that reporting does to try to take the bits and pieces of a travel itinerary even though it was not physically matched. It does kind of does have similar qualities of the expense line. So a lot of different moving pieces with this report, but again, this is about honing in our their configuration changes that maybe we need to make. Is there TMC data to support it and closing that gap and this is should be your first stop and trying to identify where those areas of improvement should be. So this report is allow does allow you to select a particular date range. It also has an additional prompt option for excluding amounts that are greater than you know a dollar threshold. Being able to hone in for particular employees or specific travel types of air car, hotel and rail again just to point out the configuration side of the house. If you're classifying your expense types, you're 50X custom expense types. If those are organized in an airfare lodging, car relationships that drives the result of that you see on this report. So a lot of different areas. And if you want to learn more. You know support and there are definitely help guide out on the Tech Club side as well. And my last piece on this report is looking into from a customization inside the house is a country and policy. I think that would go along way with this report design as it sits today. Alright, well that concludes all the reports that were going to be kind of showing today and will be talking about the final thought. So as well, and I covered today and she's an excellent job talking about the different areas that are impactful from a quarterly business review process and the four different topics that we covered. I have provided you with a number of reports and dashboards with a couple suggestions for customizations. And last and last but not least, this is the resources. A slide that we've been mentioning throughout. There's training available. There's the standard report catalog, which those screenshots that I provided of the report output. You can find that there and last but not least the user guide. Should you want to look into some of the invisible sun aspects with the configuration piece, you can find that here. And the last two bits and pieces that I want to just call out 'cause you do have a ton of support available to you with your account team and that quarterly business review process and any of the topics that we covered today. Please don't hesitate to contact support or the service administrator for more clarification. And last but not least, thank you so much for attending. We hope that you were able to grab lots of good information and we will open it up for Q&A. But before we do, just before you leave, if you could please please, please submit that survey that that is available. We want to know what the content. Could the delivery etc. Anything you have, we want to know about it. So please please complete that survey and we look forward to seeing you next year and will take your question now. OK, thank you so much. We are going to get into your questions now. You go ahead and continue to chat them in. I see a lot has come in through the queue so were gonna go ahead and get started and we don't get to you today. We will follow up with you via email, but we're going to go ahead and try to get to as many as we can and as they mentioned, please do fill out that survey at the end. The session since this is our very first time doing this. Virtually we are really looking forward to your feedback and what you all think of the sessions and the format today. So let's. Go in and jump to the first question. OK, let's go ahead and get into some of your questions here. We've got lots better than thank you so much for being so engaged. We're gonna go ahead and start with Jessica. The first question is from Anna. Anna sizes intelligence different than analysis. Yeah, so there is a difference between intelligence and analysis. The reports that I covered today during the presentation there were about 8 scanner reports. And four of which are available in analysis. And the other four are available in intelligence, uhm? The differences between intelligence and analysis analysis is the free by a version for professional customers. And then the intelligence tool. Isibaya up with that come. A number of additional standard reports as you as I covered today, so you get more customers in the report options and also intelligence is meant more for a more complex report writing tool should you be needing to join travel and expense data together, intelligence is going to give you that capability of doing so. Analysis pretty much 621 query type. Functionality. Other features include, you know, bursting if people have heard of bursting that would only be done so completed through intelligence. OK, I think you just answered this one, but I'm going to ask it anyway, just in case there's anything else to add. Dora says are all these dashboards only for intelligence? The answer to that question, the dashboards that I covered with the Department manager expense report overview that is available, and intelligence, the payment type analysis is, which is kind of also another dashboard report that's also available and intelligence only. Hum. So I guess the answer high level yes, the dashboard type reports are available in intelligence, but there are a number of options available for the analysis product too. OK. Let's see, this is from Amanda. We're just going to keep going with you, Jessica, this ones from Amanda. She says. How do you customize one of these dashboards? You need to submit a case. Right, yes, customization efforts, regardless if it's a dashboard or a mileage report or the card adoption report. Each customization upper is going to be different dependent on the original report design. The good news is, is yes you can create a case with concur to get help with the customization effort. Also, in the presentation there was a resources section that has a training link that you can watch videos or documentation of how to go about customization. This is always a hard question because it depends on the type of customization you're trying to make, but there are those resources that I provided in that link. You can create a case with support. You can contact your account manager to see you know when you think about your big picture. Goals of trying to customize reports. If we're talking about one or five customizations, or by different reports that you're looking to customize, your account manager is going to have more insight to on the different options that are available for you to get help with that effort. Good question. I do want to mention that all the resources that we are referring to right now are in the resources widget in your console. That's where you're looking at right now. The screen that you're looking at and they are also available in the resources or room which has information from this session as well as the other sessions in the event and has lots of information on analysis, intelligence, Cognos, reporting, all kinds of stuff. So do go check out the resources room if you haven't been there yet. Great job because the next question is from Tiffany. Invisible spends, do you only have access to this if you have tripling? Yeah, so to answer that question is the invisible spend report does not require trip link. This is ultimately a blend of the base of it is sourced from expense, right? We're trying to say of all my expenses what has travel details that does not require trip link purchase. It's looking at expenses that have travelled reservation information. OK. Alright, we have two minutes left here, so I'm going to switch over to Glenn. Give you a couple questions. Uhm, the first one is from Diane. She says quarterly. She's talking about the quarterly review processes that for all clients. Sure, so thanks, Diane Um, the quarterly review process. I think we probably misspoke because it really is designed for you to work with your account team on whatever your cadence that you would like it to be. Would would be set up for some customers. Choose a quarterly review. Sometimes that's too often. Sometimes it's only annual, so it really is designed to reach out to your account team and just really understand what can we. You know, what can we do best together? All right, and I see another question that's kind of related. So if you are needing a quarterly review or have never got one, I haven't gotten one as often as you'd like or need something else, or actually also interested in anything that we've covered in this session that you might not currently have as part of your configuration. Feel free to put that in the survey and we will then note to follow up with you specifically about that. OK, the next one is from Jeanette Jeanette, uh, for travel adoption. What do you suggest when you don't have a mandated program? Most of our travel is looked outside of concurrent is therefore an expense. Sure, so when you don't have a mandated program, the visibility obviously is only after the fact of the trip being taken, so we do have some tools that you can invest in to bring those itineraries in the bookings in, even if they book outside of ATMC or the on line booking tool. So if you don't have either, you know that's something you should consider as you know, kind of investigating a little bit further into. What what you can use to bring those itineraries in our tool is called trip link. And it would be something that would give to your employees and it would manage that those bookings into the concur profiles. So you'd see the book versus expense. OK, and we are going to look at to one more question for Jessica 'cause I want you. If you're watching live to be able to go grab a coffee or check out the rest of the event before the next session. So I will ask this last one from Andrea. Would this be corporate credit cards or personal credit cards that are linked to concur or both? Yeah, yeah, yeah. So I. I think this is going back to the credit card adoption. Uh, slides that we were talking about and uhm, I showed the Department manager overview and the car did credit card option in the detail report and another one payment type analysis. Any kind of mention of credit card data is has to be stemming from a credit card feed import process that you have set up in your system today. So personal cards that maybe are translating to cash. That would not be part of the equation from the corporate card representation perspective. Obviously those reports are capturing both. All expenses and what is a credit card related transaction? If, when both of those things are combined, the credit card, that's all that obviously driving your adoption, but for it to be considered a credit card transaction, it has to be coming through the credit card import process, regardless of payment. Our program. Alright, thank you um, so we are going to wrap up now. Thank you so much Jessica win. If you are watching this presentation live. We've got 2 great tips and tricks sessions left for the rest of the day. You can also feel free to pop into the knowledge task if you still have remaining questions on any of your essay Tees. Concur solutions. We have got a whole team of experts in the knowledge task ready to answer. All of your burning questions. We also have the Networking Lounge if you want to connect with others in the environment and as well as the resources room, and you can also check out our customer spotlight Innovation Award winners. So please do explore the environment. We will see you at the next session and thank you so much for your time.