Reporting sites and support

Direct Data- also called iBank, Cornerstone

https://apps.ciswired.com/login.cfm?logout=1&agclient=DIRECTDATA

Tasks in this tool:

• User set up/ adjustments
• Organization set up/ adjustments
• Picklist creation
• Picklist share
• Account Name adjustments
• Reason Code description adjustments
• Parent account allocation
• Report run
• Report schedule broadcast
• Report saved filter creation
• Report saved filter share
• Report custom build
• Report custom share
• Broadcast share/ move
• Data QC review
• Training of end users
• Demo for end users
• Removal of end users
• Broadcast re-runs
• Broadcast error review
• End user Support
• Broadcast undeliverable

Admin good to use reports:

Company Users- run monthly and save so you have the users and passwords if needed to log onto others accounts for troubleshooting

UDID check (Saved Filter Custom report)- shows all standard and custom reporting fields captured for a client. Assists in troubleshooting missing or new custom field requests and assignments.

Direct Intelligence- Also called TravelOptix

https://apps.ciswired.com/traveloptix.cfm?prod=TRAVELOPTIX

Tasks in this tool

• User monitoring
• Training of end users
• Demo of end users
• Custom Slide development
• End user Support

Prime Numbers- also known as Prime or Prime Analytics

https://analytics.primenumberstechnology.com/login

Tasks in this tool:

• Troubleshoot data errors/ missing
• Training of end users
• End user Support

This tool will be sunset when we move to new reporting stack. Currently limited clients on tool.

Tripstax BO

https://reports.tripstax.com/BOE/BI/logonNoSso.jsp

Tasks in this tool:

• Custom report creation
• Report schedule broadcast
• Troubleshoot report errors
• Troubleshoot data errors
• Report run
• Report adjustments
• End user Support
• Broadcast undeliverable

This tool will be sunset when we move to the new reporting stack. Currently limited clients on tool, mostly for French reports as Direct Data cannot produce in French.

Magnatech

https://webportal.magnatech.com

Tasks in this tool:

• Troubleshoot missing data
• Broadcast updates

This is maintained by the Account Management or Operations team and not Reporting. Data in this platform will be pulled into the new stack once it is completed.

Grasp pay- also known as Virtual pay

https://grasppay.graspdata.com/Public/login.aspx

Tasks in this tool:

• Broadcast set up/ adjustments
• Report run
• Troubleshoot missing data
• Broadcast undeliverable

Limited number of clients on this platform and access only by Nadine Carson for tickets and support.

DT Intel

https://intel.dt.ca/home/signin/logout

Tasks in this tool:

• New user creation
• User removal
• Troubleshoot missing data/ errors
• End user Support

Used to retrieve past invoices for Canada clients as format meets Canada requirements. 

Print my Invoice

https://dt.graspdata.com/Public/PrintInvoice.aspx?agency=AAECAD099A274EC2A08DDAC81294167D

Tasks in this tool:

Smartsheet

New Implementation

Looker internal and external

https://directtravelexternal.cloud.looker.com

https://directtravel.cloud.looker.com/login

Tasks in this tool:

Avenir Central

TBD

Tasks in this tool:

Same as current Direct Data tasks once tool launches