Web Reporting Release Notes
Web Reporting v7.1.13
Date / Audience
November 12, 2014 / External – Final

Table of Contents

SECTION I: Conventions 2

SECTION II: Introduction 3

SECTION III: New Features 4

SECTION IV: Addressed Issues 9

SECTION I: Conventions

This document covers features and addressed Change Requests that are being delivered as part of TRAVELTRAX Web Reporting v7.1.13

This manual references other company names, trademarks, brands and service marks.

Information in this document is subject to change without notice and does not represent a commitment on the part of the vendor. The software described and referenced in this manual is furnished under a license agreement and may be used or copied only in accordance with the terms of the License Agreement.

Reproduction of this documentation or documentation mentioned above by any electronic or analog means is subject to the rights, restrictions and permissions as outlined by TRX, a Concur Company®. TRAVELTRAX is a service mark of TRX, a Concur Company®, Inc. Document is subject to change and is not a commitment of future features.


SECTION II: Introduction

Release Date / November 12, 2014 – This release is immediately available to all clients.
Introduction / The Release of TRAVELTRAX Web Reporting contains 2 new features or feature enhancements to the original TRAVELTRAX application.
The following is detailed in these Release Notes:
1.  Scheduled Task - Ability to define file name
2.  Scheduled Task – Add end date to Scheduled Tasks
Addressed Issues – These are change requests that have been addressed in this release and can be found in section IV of this document.
Format / The description for each feature includes the following fields:
·  Purpose – The purpose of the feature.
·  Summary – The functionality of the feature.
·  Functional Details – More information on how the feature/enhancement works in TRAVELTRAX Web Reporting
·  Client Considerations – Necessary client-supplied material for the feature and setup considerations.

SECTION III: New Features

This release will include the following new features:

Feature #1

Purpose / Scheduled Task file name
Summary / Users can now change the file name that shows when a report is sent via scheduled task to email or an FTP location.
Technical Details / On the page where users enter dates and prompts, they can now enter a different file name for this scheduled task.
Our system sends one report at a time (per email or SFTP file).
Client Considerations / You can configure the Scheduled Task file name by using parameters like those in the email's subject. Example - %Report_Name%, %Profile_Name%, etc.
Example: If you have multiple reports in a scheduled task and you want to change the scheduled task file name and you need the name of the report to be part of the file name, then you can configure it using %Report_Name%. This will enter the actual report name in the file as well as any other text you add.
If you leave it blank, it will default to what our system currently addes (Scheduled task name, profile, name, and report name)

Examples1

Output File Name entered = Monthly Reports - %REPORT_NAME%

File name in email or SFTP = Monthly Reports – Advance Purchase

Monthly Reports – Air Detail

Example2

Output File Name entered = Charlie Brown - %PROFILE_NAME% - %REPORT_NAME%

File name in email or SFTP = Charlie Brown – ABC Corp EMEA – Advance Purchase

Charlie Brown – ABC Corp EMEA – Air Detail

Example3

Output File Name entered = My Reports

File name in email or SFTP = My Reports

Feature #2

Purpose / Scheduled Tasks – Can now add an end date and time to a scheduled task
Summary / When you add or edit a scheduled task, you’re now able to add an end date and time. This will be the last date and time you want the scheduled task to run.
Technical Details / This is not a mandatory field, so you don’t have to select an end date or an end time.
Client Considerations / An End Date and an End Time have to be added together. You cannot add one without the other.

SECTION IV: Addressed Issues

Below is a list of reported issues that have been addressed in this release.

·  Verified Cannot Reproduce –This state means that the issue has cannot be reproduced in the version of code scheduled for deployment. Further discussions may be necessary for questions about items marked with this state.

·  Verified As Designed – This state means that we validated that the issues are intended per original design. Further discussions may be necessary for questions about items marked with this state.

ID / STATE / SYNOPSIS / NOTES
76706834 / Fixed / Transaction Overview Report errored for one client. / Logo was causing the error. It’s been fixed.
80667656 / Fixed / Client ran report using Previous Fiscal Month YTD and the dates are incorrect when looking at the fiscal dates entered into the Entity. / This issue has been fixed.
80669250 / Fixed / Client ran a report using Previous Fiscal Month Previous Year and it did not run the report for the correct dates. / This issue has been fixed and, as long as the fiscal dates have been entered by your administrator, the reports should run for the correct dates.
79689406 / Fixed / Client ran report using Current Fiscal Year as it was defined in their Entity. The report ran for the wrong dates. / This issue has been fixed.
77612164 / Fixed / Prompt values were not showing correctly on reports. / This issue has been fixed.
79912026 / Fixed / Several emails were never sent from Scheduled Tasks. / The emails were stuck in Queue mode. We changed the code and this issue is fixed.
80480902 / Fixed / Administrators were unable to delete FTP locations if necessary. / This has been fixed. Please see the screenshot below to see where this can be done.

Delete SFTP Location

Only an administrator has the ability to do this.

1.  Access the FTP Location

·  Admin – Meta Layers – Company Name – Edit FTP Locations (Meta Layer)

·  Admin – Meta Layers – Company Name – Entity Name – Edit FTP Locations (Entity Layer)

2.  Scroll to the bottom of the page and click Delete.

·  You should get a notification that the deletion went through.

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