MitraCode Rule Projected Savings Report
This documentation is regarding the procedure on how the clients can schedule reports that provide Mitratech with information about the performance of the InvoiceIQ module in the client's environment. Rather than using TCBI as was used for the other dashboards, this report is using the TeamConnect Legacy / Native Reporting tool. The MitraCode Rule Projected Savings Report is installed along with InvoiceIQ module installation unlike the TCBI dashboards.
Note: The savings report is currently only compatible with instances using Oracle databases. Support for MSSQL databases will be added with a TeamConnect patch in the future.
Note: When the system locale file is updated, DataWarehouse needs to be refreshed. For more information, refer to this article When do I need to run install/initial/refresh?
Clients would like to know whether or not the recommendations made by InvoiceIQ are presenting savings opportunities. In order to present this information, we have a report which will show the MitraCode recommendations with the recommended savings.
Projected Savings = IIQ Recommendation Percent * Line Item Original Total * Invoice Exchange Rate (Invoice Exchange Rate is to account for invoices which are not in the system currency)
Line Item Number is the count of Invoice Line Items.
The report groups by Spend Category. The filters are
- Posted Invoices
- Invoices Created in the Last Thirty Days (parameter)
- Insight has value
- Invoice Type is Standard
This report will also allow Mitratech to see how InvoiceIQ is adding value for our clients.
How to access the MitraCode Rule Projected Savings Report?
To access the MitraCode Rule Projected Savings Report, go to Reports → Click Legacy Reports.
From the left pane options, select Report Folders → Reports → InvoiceIQ Reports. And from the available reports, select MitraCode Rule Projected savings.
How to Schedule MitraCode Rule Projected savings report
Mitratech Product Management would like to get updates on the success that clients are having with InvoiceIQ. This report can be scheduled and then forwarded to the Product Management Team monthly.
In the Schedule Properties page, fill in the details such as Report, Recurrence and Email as follows:
| Fields | Description |
|---|---|
| NAME | Enter the name of the report. |
| REPEAT | Choose the frequency of mail delivery. |
| DAY OF THE MONTH | Select on which day you need to send the report |
| START DATE | Choose the date and time you wish to start sending the report |
| END | Choose the date when you wish to stop sending the report |
| Fields | Description |
| To/CC/BCC | Choose accordingly to send the report. |
| Recipient details | Fill in with the recipient details. |
| SUBJECT | Fill in with the subject line you wish to add |
| DESCRIPTION | Fill in with the description you wish to add |
| ATTACH AS | Choose the format of the attachment |
| INCLUDE | The checkbox close to it allows you to add the Tabular Data in the mail. |
Once completed, submit it by clicking Save & Close.