Conferma Pay Online v3.9 introduces scheduled reporting functionality alongside improvements to the welcome email and deployment details.
We have added the ability for B2B customers with SNAP User or Admin roles to create and view scheduled reports in Conferma Pay Online via a new Reporting tab.
Click on the Reporting tab to view the Report Management page, where you can view and create reports.
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Reporting Types
You can generate the following report types:
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Transaction
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Statement
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Deployment
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Note
The specific report types available to you are dependent on your consumer settings. If you would like to make additional report types available, please contact the Support Team.
When you have selected the correct report type, click Continue Setup to choose the fields that you want to include. Use the Included toggle in the top right corner to select or deselect all fields. Use the individual toggles next to each field to include or exclude them from the report.
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Click Continue Setup to customise the following elements of the report fields:
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Override Name—allows you to free type a field name which will override the name of the column in the report.
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Order—drag and drop the fields into the order you require.
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Delete—click the Delete link to remove a field from the report.
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Report Details
You can set the following information for each report:
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Report Name—the name you want to give the report.
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Description—a description of the report.
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Report Scope—the Card Pool Group/s and columns that you are reporting on.
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Output Customisation
You can customise the .csv output file by selecting any applicable column and line separators.
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Report Delivery
You can configure the following fields relating to the delivery of the report:
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Method—the only available option is “File Download” Notification.
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Notification Email Address—enter a comma (or semi colon) separated list of email addresses that will receive an email advising them when the report is ready to download.
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Package File Name—enter a custom filename for the report. This is a mandatory free-text field.
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Note
The Package Mode field defaults to ZIP and cannot be changed.
Schedule
You can configure the following fields relating to the scheduling of the report:
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Frequency—the frequency of the report generation.
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Time of Day—the time that you want the report to be generated.
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Date Time Range—the date range that you want the report to be produced for. For example, entering 01-12-22/01-12-23 will produce the report at the selected Frequency and Time of Day for one year. Leaving the end date blank will allow the report to run indefinitely.
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Note
TMC customers will not be able to customise reports in Conferma Pay Online and must continue to use SNAP. They will be able to download the created scheduled reports from Conferma Pay Online.
You can view the details of created reports from the Report Management page by clicking the View link next to the report you wish to view.
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Note
You cannot delete or edit your created reports.
Report History
The Report History page contains details of your previously run reports.
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Report Name—the name of the report that you entered at the setup stage.
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Date Time—the date and time that the report ran.
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Status—the report status.
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Delivery Type—the only currently available type is Download. Email and FTP will be made available in the future. If you already have FTP reports set up you will be able to see that they have run, but you will not be able to download them from Report History.
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Download—click the Download link to download the report file.
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Requeue—click the Requeue link to rerun the report for the original date range. This will include any data that was not available (had not been received) at the time the report was originally run.
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Note
You cannot edit or delete reports that have been created.
We have improved the Deployment History view by ensuring that all deployment properties are shown in the deployment history. The value 'Not set' will appear in any fields where no value was entered at deployment creation.
You can toggle visibility of these fields on and off using the Hide Not Set Fields toggle.
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We have enhanced the workflow view so that users can easily see when a deployment is pending approval. Users can see:
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The name/s of the Approver/s that are required to approve the deployment.
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The Approver/s contact details (email and/or telephone number).
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The Requested Amount and Charge Dates of the deployment.
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We have added the ability to view the following information on deployments where approval has been completed or rejected:
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The name/s of the Approver/s that approved or rejected the deployment.
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The Approver/s contact details (email and/or telephone number).
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The date that the deployment was approved or rejected.
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We have added the username to the welcome email to ensure that users have easy access to all the information they need to log in for the first time.
When Supplier Autocomplete is not enabled, the supplier dropdown is no longer visible when creating a new card. Supplier Autocomplete is enabled by default. The Support Team can disable this. Please contact us if you require your settings to be updated.
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We have resolved an issue where it was possible to change the start date of an active card.
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We have resolved an issue where Team Member emails were not populating correctly for newly added Team Members.
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We have resolved an issue where sending cards for approval resulted in the card being blocked due to Approvers being labelled as not registered.
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We have resolved an issue where Conferma Pay Mobile Control Bulk Upload functionality did not match the functionality available in the standalone version of Conferma Pay Control. We have made the following changes in Conferma Pay Mobile Control to bring both versions in line:
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Bulk Upload Users process does not bypass the approval system in place for individual users.
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Failed instances of Bulk Uploads Users are not marked as successful.
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