You will have access to visualization dashboards and paginated reports (tabular format). Dashboards are a collection of visuals, such as charts, graphs, and KPIs, that provide a quick overview of your data. A paginated report is a type of report that is designed to be printed or exported in formats such as Excel. It has a fixed layout that stays consistent across pages.

Yes. However, please note if you have a schedule for a report that is being changed or consolidated, your schedules will be set up against the new/consolidated report, meaning that the name of the report and type of schedule may have changed. For example, if previously you had a schedule for a Post Trip Summary and a Pre-Trip Summary running for the same parameters, the data of both of these reports is now included in the Pre-Trip Consolidated Report. In the event that you have a schedule against a report that is being removed and it's still required, you can work with your CSM to understand if a schedule against a different report should be set up instead.

Yes, you will be able to access an explainer video in the 'help' section on R&M/Portal.

Data sharing and integration cannot be actioned if you use Power BI. If you would like to access the travel reporting, this is done through the Client Portal.

If you encounter access issues or require support, you can contact your Reed & Mackay representative, you can email Product at product@reedmackay.com or you can use the chat function. This will make sure your request is triaged accordingly.

You can provide feedback via your Reed & Mackay representative directly.

Historical data will be migrated and available in Power BI, ensuring continuity and consistency in your reporting.

All customers will have access to our Standard suite of reports which can be filtered and manipulated within RM/Insights to obtain different views of your data.

By default, all reports will be in GBP unless otherwise specified or agreed. Users have the option of converting to major currencies.

The changes to the reporting and insights are designed to make it simpler and intuitive so you should find it easier to view and export your reports. Training is not mandatory. The help centre will contain a useful tutorial video, with more being added over time. Access at any time by clicking the "Help Chat" icon in the bottom right corner. If you require additional support, speak to your CSM.

Yes, our list of global Sub-Processors has been updated to include Snowflake Inc, our new data warehouse provider, as well as Microsoft’s PowerBI. The latest list can be accessed any time via the 'Privacy & Cookies' section of your Client Portal.