Utilizing Actionable Analytics

Objective

After completing this lesson, you will be able to utilize Actionable Analytics.

Reporting Configuration - Actionable Analytics

Actionable Analytics

Actionable Analytics includes a set of notifications that are delivered to managers via e-mail. The information is embedded in the e-mail–not sent as attachments–for quick access and easy review.

This is an optional step.

The image shows a webpage titled Reporting Configuration with a subheading that reads, Here's where you define how Concur Insight will be set up. This is an optional step. The page is divided into two steps: Configure Notifications and Subscriptions. The current step, Configure Notifications, is highlighted. Below the title, there is a section to save settings and select the actionable analytics notifications to enable for users. There are three options with checkboxes: 1. Spend Summary with a description stating that this email compares the current quarter's spend to the prior quarter and highlights the top 5 spenders. It includes a note stating that each manager must access Profile to receive this email and has a sample email link. The email frequency can be set to Once a Month, with the next scheduled email delivery on 11/03/2024. 2. Spend Management with a description stating that the alert is sent when total spend for the current quarter exceeds a threshold set by the manager, along with a sample email link. 3. Credit Card Spend with a description stating that the alert is sent when spend on a credit card exceeds a threshold set by the manager, along with a sample email link.

There are several actionable analytics notifications:

NotificationDescriptionAvailable To
Spend SummaryThis notification is sent either every two weeks or monthly–as specified by the administrator–and compares the current quarter actual Expense spend to the prior quarter actual spend.
  • Analytics Essentials
  • Analytics
Spend Management

A notification is sent when total spend–which is the actual spend plus accrual–for the current calendar quarter equals or exceeds a specified percentage of the manager-specified threshold (but is less than the threshold amount).

A notification is sent when total spend exceeds the manager-specified threshold.

Analytics
Credit Card SpendA notification is sent when spend on a credit card transaction exceeds or equals the manager-specified threshold.Analytics

Configuration for Actionable Analytics

There are two parts to the configuration process:

  1. As the administrator, define the Actionable Analytics for the entire company.
  2. In Profile, each manager opts in to the desired e-mail and enters any percentages and amounts as appropriate.

Administrator - Enable Actionable Analytics

Follow these steps to enable the desired Actionable Analytics for the entire company:

Steps

  1. On the Reporting Configuration page, make the appropriate choices as defined below:

    The image shows a webpage titled Reporting Configuration with a subheading that reads, Here's where you define how Concur Insight will be set up. This is an optional step. The page is divided into two steps: Configure Notifications and Subscriptions. The current step, Configure Notifications, is highlighted. Below the title, there is a section to save settings and select the actionable analytics notifications to enable for users. There are three options with checkboxes: 1. Spend Summary with a description stating that this email compares the current quarter's spend to the prior quarter and highlights the top 5 spenders. It includes a note stating that each manager must access Profile to receive this email and has a sample email link. The email frequency can be set to Once a Month, with the next scheduled email delivery on 11/03/2024. 2. Spend Management with a description stating that the alert is sent when total spend for the current quarter exceeds a threshold set by the manager, along with a sample email link. 3. Credit Card Spend with a description stating that the alert is sent when spend on a credit card exceeds a threshold set by the manager, along with a sample email link. All three checkboxes are enabled.
    NotificationDescription
    Spend SummaryTo use:
    1. Select the checkbox to enable the notification.
    2. In the Email Frequency list, select one of these:
      • Every two weeks
      • Once a month

    Caution

    The manager cannot change this frequency.

    The Next Scheduled Email Delivery field displays the next delivery date.

    Spend ManagementSelect the checkbox to enable the alert.

    Note

    If you clear the check box, the alerts stop for the entire company – even if a manager opted in while the alert was enabled.
    Credit Card SpendSelect the checkbox to enable the alert.

    Note

    If you clear the check box, the alerts stop for entire company – even if a manager opted in while the alert was enabled.

Manager - Enable in Profile

In Profile, each manager follows these steps to opt in to any of the Actionable Analytics that have been enabled for the entire company.

Steps

  1. Select Profile, Profile Settings. Choose Notification Settings, in the Reporting Settings section of the left menu.

  2. Make the desired choices.

    NotificationDescription
    Spend SummaryThe manager selects the check box to enable the notification.
    Spend ManagementThe manager:
    1. Selects the checkbox to enable the alert.
    2. Enters the desired percentage of the threshold amount.
    3. Enters the desired threshold amount.

    Caution

    This option appears only for Analytics.
    Credit Card SpendThe manger:
    1. Selects the checkbox to enable the alert.
    2. Enters the desired threshold amount.

    Caution

    This option appears only for Analytics.

References

TitleLink
Reporting Configuration for Analysis / IntelligenceReporting Configuration for Analysis/Intelligence
Analytics Essentials and Analytics Overview GuideAnalytics Essentials and Analytics Overview Guide

Summary

Thank you for completing this unit!

Throughout the lessons, you have gained a solid understanding on how to manage reporting capabilities in Concur Expense. This unit provided a detailed overview of actionable analytics and how to use it for better decision-making.

Before you move on from this unit, there is a knowledge check to help reinforce and assess what you've learned.

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