Reporting and Insights FAQs US / Reed & Mackay

Reporting and Insights

FAQs

Change to improve your experience

What's new?

General

1. What reports will I have access to?

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.
2. Will I still receive my scheduled automated reports?

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.
3. Will there training materials available?

Yes, you will be able to access an explainer video in the 'help' section on R&M/Portal
4. If my company also has Power BI, can it be integrated?

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.
5. What if I experience issues accessing the reports or if I need support with the new system?

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.
6. How can I provide feedback on the reports?

You can provide feedback via your Reed & Mackay representative directly.
7. What happens to my historical data?

Historical data will be migrated and available in Power BI, ensuring continuity and consistency in your reporting.
8. Will I be able to customize reports?

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.
9. Will the reports be in local currency?

By default, all reports will be in GBP. Users have the option of converting to major currencies.
10. Are there training materials available and is training mandatory?

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.
11. Will these changes impact the current R&M Global Sub-Processor list?

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.
12. What if I experience issues accessing the reports or if I need support with the new system?

If you encounter access issues or require support, you can contact your Reed & Mackay representative, who can make sure your request is triaged accordingly.

Access and Security

1. How will I access the new reporting dashboard?

You will access the new dashboard the same way you did before, via the Client Portal.
2. What certainty is there that our data is secure in the new reporting tool?

Our new reporting system is fully integrated with our internal security processes, ensuring a seamless alignment with our established protocols. All data is stored and managed in strict compliance with industry-leading security standards. Furthermore, we adhere to the requirements set forth by our certifications and accreditations, ensuring consistency with our organizational policies. This approach reinforces our commitment to maintaining the highest levels of data protection, privacy, and compliance, while continuously evolving to meet the dynamic challenges of the security landscape.
3. Can different users have different access levels?

Yes, Data can be restricted at both Account ID level.
4. Can the enhanced reporting system be accessed from a Mobile?

This is currently not available.
5. What browsers are compatible with the reports?

Google Chrome and Microsoft Edge both support our Dashboards and Reports, available via the Client Portal.
6. Will the scheduled reports come from the same domain?

Previous schedules came from noreply@reedmac.co.uk. New ones will come from noreply@reedmackay.com. You will likely have this domain already white-listed from our other notifications but if you don't, please do!

Functionality/Features

1. What format will I be able to export reports in?

If you want to export paginated reports, you will be able to export this in Excel (.xlsx), pdf, or Comma Separated Values (.csv). You can also export the dashboards to PDF or PowerPoint, however please note that currently it is not possible to export dashboards with filters applied. This functionality will be introduced in future, and for the moment we recommend viewing the dashboards online for an easy and interactive user experience.
2. Will I be able to favorite specific reports?

Yes! If you have a favorite report, you will be able to add this to to your 'favorites' category in the Client Portal
3. How can I set up new scheduled reports?

Please speak to your Reed & Mackay Representative.
4. What if I do not receive a scheduled report as expected?

As part of the house-keeping and security checks involved in the migration to ensure the reports are reaching the correct recipients, we anticipate that some schedules may fail initially. The team will be monitoring these failures and taking the relevant action, but if you notice a report schedule is missing, please do let your Reed & Mackay Representative know.
5. Will I be able to drill down into the data on the dashboard?

Yes, the interactive dashboards will allow you to click on visuals to drill down and explore more granular data.