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Page Finder
Page Finder...................................................................................................................... 2
Glossary of Terms......................................................................................................... 94
Index...............................................................................................................................99
Figure Finder
Figure 1 Internet Explorer Settings .....................................................................10
Figure 2 Company Structure of Breaks...............................................................16
Figure 3 Global Corporate Structure of Breaks ...................................................17
Figure 4 Select Data By the Break......................................................................18
Figure 5 Selecting Data Via the Break ................................................................18
Figure 6 Account 1100 | Division 01 ...................................................................20
Figure 7 Division 01 Subtotal ..............................................................................20
Figure 8 Eight Main Areas of the iBank 4 Interface............................................23
Figure 9 iBank 4 Login Screen...........................................................................24
Figure 10 Web Page Logo Area.........................................................................24
Figure 11 Section Label Menu Build ..................................................................25
Figure 12 Context Menu Path to Present Location ............................................25
Figure 13 Navigation Pane Options | Section Context .......................................26
Figure 14 Description Area | Report Example.....................................................27
Figure 15 Reason Codes ....................................................................................34
Figure 16 iBank Downloads ................................................................................36
Figure 17 User Settings ......................................................................................37
Figure 18 More on User Settings ........................................................................41
Figure 19 Cost Reduction Initiatives ...................................................................43
Figure 20 iBank 4 Expense Containment Process / Cycle.................................44
Figure 21 ActiveX Viewer Control Installation Window ......................................51
Figure 22 The Option Button...............................................................................52
Figure 23 Retrieving a Saved Report..................................................................53
Figure 24 Saving A Report..................................................................................54
Figure 25 Add to Favorites..................................................................................55
Figure 26 Navigation Pane | Global Favorites.....................................................55
Figure 27 Organize Favorites .............................................................................56
Figure 28 User Settings Via Options Button .......................................................57
Figure 29 No Data for Criteria .............................................................................58
Figure 30 Using a Wildcard.................................................................................60
Figure 31 Offline Report Dialog Box ..................................................................63
Figure 32 Advanced Criteria Fields.....................................................................65
Figure 33 Advanced Criteria Statement ..............................................................66
Figure 34 Field Names.......................................................................................67
Figure 35 Operators...........................................................................................68
Figure 36 Statement Examples...........................................................................68
Figure 37 Column Assignment............................................................................74
Figure 38 Breaks and Sorts ................................................................................75
Figure 39 User Defined Report Saving ...............................................................76
Figure 40 Adding Reports to a Broadcast ...........................................................78
Figure 41 Selecting Accounts .............................................................................79
Icon Orientation
Getting Started
Chapter 1: Introduction
Chapter 7: Reporting
Appendix
Glossary
Index
Icon Usage
Various icons are used to help you navigate this user manual. They are identified
and explained here. In addition, if you are using a digital / online version of this
manual, you may click on the text or icon hyperlinks to advance to the
appropriate section(s) of this document.
Icon Usage
“Stop” and read carefully. This icon is meant to slow the reader
down and prompt for a more careful reading of the material. It is
something that you especially need to know, so “skimming” the
material is not advisable at these points.
©
Cornerstone Information Systems. All rights reserved 2004.
This documentation is the proprietary property of Cornerstone Information Systems. Any unauthorized use, reproduction,
preparation of derivative works, performance, or display of this document or software represented by this document,
without the express written permission of Cornerstone is strictly prohibited.
Getting Started
4 Contents Who is Cornerstone Information Systems?
4 Icons Cornerstone Information Systems is a software development
4 Getting company that provides travel technology solutions that enable the
Started
end user to more efficiently and effectively manage the travel
4 Chapter 1
Introduction reservation process. It has been providing applications and managed
4 Chapter 2
service offerings to the corporate travel department and travel
Grouping Data management company markets since 1992. Cornerstone’s
4 Chapter 3 headquarters are in Bloomington, Indiana, and they have offices in
Interface
Navigation London, England. Further information about the company is available
4 Chapter 4
at www.ciswired.com.
Administration
4 Chapter 5
Creating Style
What is iBank 4?
Groups and iBank 4 Travel Management is a web-based management reporting
Users
service designed to address the needs of the travel agency or
4 Chapter 6
Spend corporation seeking to better manage travel expenditures and
Management
increase productivity. Data collection for iBank 4 Travel Management
4 Chapter 7
Reporting
is easy to set up and can be installed on any GDS / CRS workstation,
a Cornerstone quality control system computer, or back-office
4 Chapter 8
Navigation accounting system. iBank 4 gathers travel bookings and then sends
Pane
this information, via the Internet, to the secure iBank 4 server. Once
4 Chapter 9
User-Defined
the data is received by the iBank 4 server, the information is loaded
Reporting into your database and is available for up to the minute reporting from
4 Chapter 10 the World Wide Web twenty-four hours a day, seven days a week
Broadcast
Batch from around the world.
Reporting
reports
Browser Compatibility
Because of system compatibility, iBank 4
only supports Internet Explorer for use
with iBank 4. iBank 4 does not support
Netscape Navigator or any other browser.
iBank 4 does not support AOL because
AOL does not permit “pop-ups” which are
required by the iBank system. If you are
an AOL user or other membership based
user, you may connect to the Internet via
your AOL / membership connection, but it
is not recommended that you use the AOL
/ membership-based browser.
The most recent version of Internet Explorer will be used in giving the
step-by-step configurations that follow.
Upon selecting various options within the many screens of the iBank
4 website, the user is in effect, establishing a new context of options.
It is common for the screen to refresh with the new options available.
The user should allow the screens to fully load and then proceed with
their tasks.
Chapter 1
Chapter 1: Introduction
This chapter serves as a starting point for any users of iBank 4.
4 Contents There are some important items of information that you should know
4 Icons before attempting to log into iBank 4.
4 Getting
Started
Your iBank 4 Website Address
4 Chapter 1
Introduction It should be like this:
4 Chapter 2
Grouping Data
https://www.ibanksystems.com?youragencyname
4 Chapter 3
Interface
Navigation When keying in the URL address, be sure to include the “s” in the
4 Chapter 4 “https:” prefix as well as the “?” after the www.ibanksystems.com
Administration
part of the web address.
4 Chapter 5
Creating Style
Groups and Your Username and Password
Users
4 Chapter 8 After you are logged-in, you may create additional usernames and
Navigation
Pane
passwords if you have the necessary permissions to do so.
4 Chapter 9
User-Defined iBank Training
Reporting
4 Chapter 10
Cornerstone Information Systems offers
Broadcast several training classes for our iBank
Batch
Reporting clients. If you plan on attending iBank
4 Chapter 11 training in our Bloomington training facility,
Change
Management
you will actually use your agency/company
4 Chapter 12
website during training. Make sure that
Training | you know your agency/company URL
Support
address, your username and password,
4 Appendix
and that you also have Site Administration
4 Glossary rights and permissions within your iBank
website when you come for training. See
Chapter 12: Training Opportunities and
Technical Support.
Chapter 2
Chapter 2: Grouping Data for Reporting
This chapter will define how data may be grouped for reporting and
access purposes.
4 Contents
4 Chapter 9
*Apollo/Globalware…
User-Defined
Reporting Break 1 = Sort 1
4 Chapter 10
Broadcast
Break 2 = Sort 2
Batch
Reporting Break 3 = Sort 3
4 Chapter 11
Change *They are Namefield Remarks in Apollo
Management
___________________________
4 Chapter 12
Training |
Support
Worldspan/TravCom…
4 Appendix Break 1 = FF5 Field
4 Glossary
Break 2 = FF6 Field
Break 3 = CD1 field.
breaks? Are there 3 fields in the PNR you would use to group your
data for reporting purposes? Do you use UDID's? Sorts? Comment
Lines? Fields? FF Fields? When establishing your breaks, think of
how you run your business. In your PNR’s, do you need to indicate
codes in the namefield remarks that indicate the passenger’s
department or division or cost center or even job code for the trip?
See the following example of how a company may set up their
breaks.
Break Example
Account ABC has Divisions, Departments
and Cost Centers.
a Define Break 1 where the data source
stores the Division code.
a Define Break 2 where your data source
stores the Department code.
a Define Break 3 where your data source
stores the Cost Center code.
_______________________
These may be Sorts 1, 2, and 3 or UDID’s
4, 5, and 6 or FF Fields 5, 6, and 7. “How
do the majority of your clients have that
data placed in the PNR?” is the question
you need to ask yourself when setting up
your Breaks.
screen.
Selecting Data
For example, if 01 is a Break 1 number,
representing a Division, then a user could
simply key in this break number into the
Break 1 Division field or select it from the
drop-down list after clicking on the Break 1
Division button in the parameters screen.
The records that are retrieved on the
report will only be records associated with
the Division 01.
3. Ensuring that the Account Pick List field says New List, key
in a name for your new Pick List label.
Chapter 3
Chapter 3: Navigating the Interface
This chapter explains the iBank 4 user-interface.
4 Chapter 4
The Section Labels represent different phases of the expense
Administration management process.
4 Chapter 5
Creating Style
Groups and The Context Menu Bar will display the path to your present location.
Users
4 Chapter 6 Selected reports that are associated with each of the Section Labels
Spend
Management are available in the Navigation Pane. The Navigation Pane contains
4 Chapter 7 seven options: Overview, Pre-defined Reports, Saved Reports,
Reporting User-defined Reporting, Broadcast Output, Services, and
4 Chapter 8 Favorites. Your access to specific reports will vary, depending on the
Navigation
Pane user rights and permissions associated with your user id. For more
4 Chapter 9 information, see Chapter 8: Navigation Pane.
User-Defined
Reporting
4 Chapter 10
The Description Area displays additional information for the user
Broadcast that is associated with a selection that the user has made.
Batch
Reporting
4 Chapter 11
The Content-Display Area will display the option selected in the
Change Navigation Pane or in the Roll-over Hyperlink Area.
Management
4 Chapter 12
Training | The Roll-over Hyperlink Area provides access to important
Support
functions or options. The options are: Administration, Partners,
4 Appendix Links, Site Map, Help, and Log Out.
4 Glossary
The Footer Area contains the Terms of Use, Privacy Statement, and
a Contact Us link.
https://www.ibanksystems.com?youragencyname
Web Page Logo – This .gif file must measure 240 X 48 pixels. If it is
smaller than this, the logo will be stretched to the appropriate file size
dimensions. If it exceeds the 240 X 48 pixels size requirement, it will
not be loaded on your web page.
The Context Menu identifies the exact location within each Section.
In the above example, the user has selected the Spend Analysis
Section. They have also selected Pre-Defined Reports and the Top
10 Validating Carriers report template.
Description Area
The following figure illustrates what the user will see in the
Description Area after the Air Activity Report has been selected in
the Activity Management Section.
Administration
Partners
The Partners link in the Roll-over Hyperlink area is for Jet Alerts,
Infotriever and other partnering module users. These modules will
only appear if they are part of your iBank purchase.
Jet Alerts
JetAlerts is an add-on module to the iBank Reservation Data
collection. JetAlerts adds two main features to the iBank Travel
Management System: LiveStatus and Traveler Alerting. Reservations
coded for JetAlerts are monitored based on an FAA data stream. In
LiveStatus, the travel manager or traveler has the ability to view the
status of flights (delayed, cancelled, etc.) from the iBank website. The
Alerting function of JetAlerts will send email or SMS (pager or cell
phone) messages to the traveler or travel manager concerning the
status of the flight.
Infotriever
Infotriever is also an add-on module to the iBank Reservation Data
Links
Site Map
Help
The Help link is provided to guide the user through the best trouble
shooting tactics when questions about iBank arise. A further
explanation of the Help link is provided in Chapter 12: Training and
Technical Support.
Terms of Use: This link defines the rules or Terms that govern use of
your iBank website. By using the site, you agree to be bound by
these Terms and all applicable laws and regulations governing the
site. The terms of use can be appended / modified based on a Style
Group, but Cornerstone Information Systems Terms of Use will
always remain on your site.
Contact Us: This link is designed to send the user to the sales or
marketing contact information. The default setting,
sales@ciswired.com, directs the user to the Sales Department at
Cornerstone Information Systems.
Chapter 4
Chapter 4: Administration
This chapter supplies information on how to effectively administrate
your iBank Website.
4 Contents
4 Icons
Administration Navigation Pane
4 Getting
Started
By clicking on the Administration Roll-over Hyperlink, the
Navigation Pane displays the administration options available to the
4 Chapter 1
Introduction user signed in currently.
4 Chapter 2
Grouping Data
Overview
4 Chapter 3
Interface
This page gives a brief overview of the functions available in the
Navigation Administration area.
4 Chapter 4
Administration
The information in this section is restricted to Site Administrators only.
4 Chapter 5
Creating Style
If you are a Site Administrator, please see the iBank Website
Groups and Administration Manual - iBankAdminManual.zip link in the
Users
Downloads area of the iBank Web Site for the information found in
4 Chapter 6
Spend this section.
Management
4 Chapter 7
Reporting
4 Chapter 8
Navigation
Pane
4 Chapter 9
User-Defined
Reporting
4 Chapter 10
Broadcast
Batch
Reporting
4 Chapter 11
Change
Management
4 Chapter 12
Training |
Support
4 Appendix
4 Glossary
Broadcast Reports
The user has the ability to set up a batch of reports per account and
have links to these reports sent automatically via email to specified
recipients (for more information, see Chapter 10: Broadcast Batch
Reporting).
User Settings
This link provides the settings of the current user signed in. The User
Settings area is available to all types of users in your iBank system,
regardless of their level of access and permissions. In this area, a
user can make changes to their break titles, sub-total settings, and
passwords in their iBank user profile. Site Administrators only have
the option of changing the Style Group associated with a user profile
(for more information, see Chapter 5: Creating Style Groups and
Users).
Style Groups
Style Groups determine the look and feel of a group of users. The
information in this section is restricted to Site Administrators only. If
you are a Site Administrator, please see the iBank Website
Administration Manual - iBankAdminManual.zip link in the
Downloads area of the iBank Web Site for the information found in
this section.
Users
The information in this section is restricted to Site Administrators only.
If you are a Site Administrator, please see the iBank Website
Administration Manual - iBankAdminManual.zip link in the
Downloads area of the iBank Web Site for the information found in
this section.
Account Data
The information in this section is restricted to Site Administrators only.
If you are a Site Administrator, please see the iBank Website
Administration Manual - iBankAdminManual.zip link in the
Downloads area of the iBank Web Site for the information found in
this section.
example, the first Pick List created will be #1, then #2, etc... The
number of the Pick List will appear in the title of the Pick List such as,
“ABC Corporation (3)”. This indicates it was the third pick list created.
If you delete a Pick List, it will still continue in the same numbering
pattern. The system will not reuse a number in a Pick List.
Break Fields
These links give the Site Administrator the ability to clean up iBank
4’s break drop-down lists for Breaks 1, 2 and 3. If the break fields
were not setup properly and the wrong information is in the breaks, it
will be in the drop-down lists in the report parameters screen. It will
stay in those lists until the data is corrected and re-sent. These lists
are re-built from the break information in the data every thirty days.
So, even if it is deleted from the drop-down lists, unless the data is
corrected, it will appear again at the next list re-build.
Reason Codes
This link allows you to add, maintain or change your Reason Code
descriptions. Reason Codes include savings and loss codes for air,
car and hotel information. The codes themselves are automatically
transmitted (if properly mapped) from the data in both the Data
Cleanser and the GDS or Mid-Office Parsers. This link serves to
define what the codes mean when they are used on a report. So if YS
means the traveler is not in a frequent flyer program, enter “YS” as
the code and “No frequent flyer program” as the description.
TicketTracker Data
This link is available for TicketTracker users only. There are three
cascading options under this selection. They are for editing data and
setting the expiration dates of tickets by airline.
Administration Reports
The information in this section is restricted to Site Administrators only.
If you are a Site Administrator, please see the iBank Website
Administration Manual - iBankAdminManual.zip link in the
Downloads area of the iBank Web Site for the information found in
this section.
Downloads
This link is provided to install your Data extraction programs
(specifically the Reservation Data parsers and the Data Cleanser),
and keep them up-to-date. The person in charge of administering
your data feeds should visit this site frequently, as the new versions
of the programs are released on a regular basis.
Upgrades: Click on this link to access the latest executables for the
Data Cleanser and the Reservation Data parsers. To upgrade, you
must go to the computer where the program is installed and
download the latest executable. Make sure that the system is not
Chapter 5
Chapter 5: Creating Style Groups and Users
This chapter will describe the purpose of User Settings and how to
create Style Groups and Users.
4 Chapter 3
Interface
User Settings
Navigation Within the Administration section, click on User Settings in the
4 Chapter 4 Navigation Pane to access your User Settings. The User Settings
Administration
shows the configuration of the user that is currently logged into iBank.
4 Chapter 5
Creating Style Figure 17 User Settings
Groups and
Users
4 Chapter 6
Spend
Management
4 Chapter 7
Reporting
4 Chapter 8
Navigation
Pane
4 Chapter 9
User-Defined
Reporting
4 Chapter 10
Broadcast
Batch
Reporting
Last Name – First Name
Enter your name as you would want it to appear in the drop-down list
4 Chapter 11
Change of users. This is not your username, but merely for identification
Management
purposes.
4 Chapter 12
Training |
Support User ID – Password
4 Appendix This is your login identifier and password to access your iBank 4
4 Glossary website. Your User ID and password will not expire. A username
cannot exceed 10 characters and the password must be at least 6
characters with at least 1 number.
No Breaks
An example would be: Company ABC has
4 Divisions (Break 1) with 10 Departments
(Break 2) containing 24 Cost Centers
(Break 3). You do NOT want the report to
subtotal the divisions nor the departments
or the cost centers. This option results in
grand totals without any subtotals.
Break One
Continuing with the example above, you
can choose to have a subtotal by the four
Divisions, the 10 Departments or the 24
Cost Centers. This option results in a
grand total, account totals and 1 subtotal
for the Break that you have checked.
Page Breaks
This gives you the choice once again to
determine how you would like your reports
to run and to look. Using Company ABC
as an example again (from above):
Do you want all your information on 1
page? Or, do you want each Division to
start on its own page?
If you choose the second option, for some
accounts, it may make your reports quite
lengthy and use a lot more paper. But this
is a nice feature if you have a particular
account that wants each division listed on
a separate page.
However, the end user or client does not know what those words
represent for them. In addition, if the word Break 1 or Break 2
showed up on a company report, the recipient of the report may not
know what this means either. If you are pulling data that represents
Divisions, Departments and Cost Centers for most of your Accounts
– under your User Settings – you will want to title them as such. So
for these Break label fields, you would enter Divisions, Departments
and Cost Centers. This makes your report say exactly what the client
needs it to say.
But, some of your accounts don’t call them the same things. The data
comes from the same location in the PNR, but one company places
the employee id or number in the PNR and another company places
the job location in the PNR, rather than Cost Centers. In light of this,
the user can change Break Labels “on the fly” by selecting User
Settings from the pre-defined report parameters screen.
Email
Place the email address that you wish to have as the default for the
current user. It can be any email address. Many users place their
own email address here. Any large data load message will be sent to
this address. Also, it will serve as the default email address for
Broadcast Batch reporting.
Intl Settings
This is a nice option if you have any users that will need their reports
in date formats and with currency symbols other than US dollars and
dating. Obviously, you should maintain the United States as your
choice in order to have your reports in US dollars.
Currency Conversion
Please note, this option will not convert
the currency every time you run a report; it
will only change the date format and the
currency symbols on the report. Please
view the list for the International settings
available.
Style Group
The information in this section is restricted to Site Administrators only.
If you are a Site Administrator, please see the iBank Website
Administration Manual - iBankAdminManual.zip link in the
Downloads area of the iBank Web Site for the information found in
this section.
Save Changes
This is important in a web-based reporting tool. Anytime you make
any changes to your settings, they must be retained by clicking on
Save Changes before moving on to the next screen.
Style Groups
The information in this section is restricted to Site Administrators only.
If you are a Site Administrator, please see the iBank Website
Administration Manual - iBankAdminManual.zip link in the
Downloads area of the iBank Web Site for the information found in
this section.
Chapter 6
Chapter 6: Spend Management
This chapter explains the iBank 4 reporting philosophy.
4 Contents
4 Chapter 4
Administration Some of the information in this section is restricted to Site
4 Chapter 5 Administrators only. If you are a Site Administrator, please see the
Creating Style
Groups and iBank Website Administration Manual - iBankAdminManual.zip
Users link in the Downloads area of the iBank Web Site for the information
4 Chapter 6 found in this section.
Spend
Management
4 Chapter 7
Reporting
Reporting and Cost Reduction Initiatives
4 Chapter 8
Navigation
Why Does iBank 4 offer pre-defined reports?
Pane Not only is it important to know what pre-defined reports are available
4 Chapter 9 in iBank 4, it is also important to know why these reports are available
User-Defined
Reporting and categorized as they are.
4 Chapter 10
Broadcast
Batch
Travel and entertainment expenses are considered a non-capital
Reporting procurement spend item for most, if not all, companies and/or
4 Chapter 11 corporations. Travel and entertainment is also one of the most
Change
Management
controllable expenses. As a result, it is consistently targeted as an
4 Chapter 12
area in which to reduce costs. There are some key cost reduction
Training | initiatives that many companies adopt and iBank 4 reports help them
Support
to monitor these initiatives.
4 Appendix
4 Glossary
Figure 19 Cost Reduction Initiatives
Spend Analysis
In spend analysis, the three primary
concerns for the corporation or the agency
revolve around three concepts: negotiate,
contract and policy. Negotiating with
preferred providers (an airline for example)
for the best travel rates possible, leads to contracts with those
preferred providers, and positions the corporation or agency to write
corporate or agency polices to ensure compliance with the
established contracts. Spend analysis reports facilitate this cycle.
Summary Description
iBank reporting and services allow the
user to run summary reports that provide a
snapshot of overall spend to assist in
negotiating supplier contracts, establishing
policy requirements, and identifying
preferred providers.
Supplier Management
In supplier management, the corporation /
agency is able to generate reports that
allow them to monitor to see if what they
said they would pay is in fact being paid,
and what they are suppose to earn in
discounts is being followed. The key
concepts here are: monitor contract compliance, renegotiate contract
(if necessary), and rewrite policy (if necessary).
Summary Description
iBank provides reporting and services to
actively track and view spend by vendor to
manage current preferred Air, Car, or
Hotel contracts to assist in reducing and
controlling costs.
Summary Description
iBank provides detail reports and services
that enable a review of both captured
bookings and accounting data to ensure
the compliance to policy and reduce the
risk to travelers.
Activity Management
In activity management, the corporation /
agency can utilize reports that help them to
manage traveler activity, especially before the
trip takes place, i.e., their hotel bookings, car
rentals, air departures, and their itinerary
changes, in order to monitor policy compliance
and to possibly alter travel plans.
Summary Description
iBank reporting and services provide the
ability to manage day to day activities.
Reports provide the ability to view detailed
reservation and travel accounting data
required for satisfaction and comfort of
travelers.
Spend Management
In spend management, the corporation /
agency can be proactive regarding spend. By
running reports to contain expense before the
actual trip takes place, contracts can be
enforced, policies can be followed, and spend
contained.
Summary Description
iBank reports and services enable a
detailed and summary view of costs.
Reconciliation Analysis
In reconciliation analysis, the corporation /
agency can evaluate what they should have
spent (traveler booked spend), what was
actually spent (traveler actual spend), and why
the expenditure occurred (policy exceptions).
Summary Description
Productivity
In productivity reporting, the corporation / agency
can manage accounts and address how costs can
be reduced and revenue increased.
Summary Description
iBank reporting and services allow the
user to run summary and detail reports
that provide an overall picture of agent
activity to assist in account activity
management to reduce costs and increase
revenues.
Consolidate Data
This is not a Section option within iBank 4,
but it nevertheless represents a very
important phase/cycle in the overall expense
containment cycle. This is what iBank is all
about. This web-based application gives you the ability to capture
(and consolidate), synthesize, and analyze data. With the iBank
product, a corporation / agency can capture travel reservation and/or
accounting data, store that data at Cornerstone, and provide querying
tools that enable ad-hoc or pre-defined reporting on the data from
anywhere in the world, providing it is an Internet accessible location.
Chapter 7
Chapter 7: Reporting
This chapter explains iBank 4 reporting fundamentals.
4 Contents
4 Icons
Setting Up and Running iBank 4 Reports
4 Getting
Started
With an understanding of the expense containment process/cycle in
mind, it is important now to look at the standard reports available and
4 Chapter 1
Introduction how to use the various parameters and screens to get what you want
4 Chapter 2 on your reports. Many of the reporting screens look very similar.
Grouping Data However, not all fields on all reporting screens need to be used when
4 Chapter 3 running reports. In addition, some reporting tasks are best
Interface
Navigation accomplished by running the same report several times for various
4 Chapter 4 accounts.
Administration
4 Chapter 11
Change
Management
2. Output: The iBank 4 user may select from several output format
options for their reporting.
Select Yes to install the Crystal Report ActiveX Viewer Control and
proceed to the report viewer.
3. Run Report Button: This button will generate the report and
should be clicked after all parameters have been entered.
4. Clear Form: This button will clear all parameter information from
every field in the parameters screen.
6. Date Range: You can key in the date range in many ways:
010101, 01/01/01, 01/01/2001, 01-01-01, 01-01-2001. In addition,
you may select a date range by clicking on the calendar icon to
generate a pop-up calendar window. You can select your date
range by navigating to the month, day, and year of your choosing.
International dates can be entered if you change your
International Settings under User Settings. Please note: this will
also change the currency symbol.
11. Account Name for Report Title: You have the ability to name
your reports as you run them according to who you are running
them for.
Wildcards
It is also possible to use wildcards in the
parameter button field as well. Acceptable
wildcards are the percent symbol (%) and
the asterisk (*).
The filter criteria in the Account Number field will enable iBank to
retrieve all records where the Account Number begins with 100 and
any alpha-numeric character thereafter, indicated by the percent
symbol (%).
14. All Except: This check box allows a user to exclude those
selections listed in the parameter button field from the results.
15. Both Air & Rail, Air Only, Rail Only: This allows the user to
select a specific kind of travel.
17. Parameter Fields: There are several successive fields that a user
may use to further filter their records. These fields will only hold
one value or parameter per field and they do accept wildcards -
the percent symbol (%) and the asterisk (*). However, if additional
values are needed for the same parameter field, a user may use
Advanced Criteria Statements to extend the field capabilities (see
the next section Advanced Criteria Statements (formerly
Structured Query Language)).
Ticket #: The user can key in a ticket number for querying, such
as - 7597575637. The user could also key in 7597575% to
retrieve only those records with a ticket number beginning with the
same first seven digits and any other unspecified digit thereafter.
UDID Text – You may enter multiple UDID Text strings, separated
by the pipe "|" character. However, no wild cards with multiple
UDID text strings are allowed.
single UDID text string. The asterisk (*) and the percent
symbol (%) will stand for any undetermined amount of
alpha-numeric characters.
2. Setup and run the following reports from the iBank 4 website:
In other cases, some of the main parameters that only allow
for one value could be extended by an Advanced Criteria
statement. For example, the Ticket Number parameter field
can hold only one value in the main parameter area. A user
could select the Ticket Number field from the Field Name
Value = The Value field should include the value that you want to
filter your data by. For example, if you wanted to filter all records by
the Exchange Indicator, then you could key in a “Y”, which stands
for yes – the exchange indicator must be present to return a record
on the report.
1. The report will have records for only account number 0000001157.
2. The air charge on the report must be higher than $800.
3. The report will list the data by the passenger’s last name.
4. The report will have all flights that had “L” as the exception code.
5. The report will not include Branch #24.
Chapter 8
Chapter 8: Navigation Pane Options and
Functions
This chapter explains how the various options and functions of the
Navigation Pane operate.
4 Getting The Navigation Pane consists of seven options. Let’s explore these
Started
particular options and briefly discuss the purposes of each.
4 Chapter 1
Introduction
4 Chapter 2
The Overview
Grouping Data This option gives a brief description of the current Section selected
4 Chapter 3 and the reports contained within the selected Section.
Interface
Navigation
4 Chapter 4
Broadcast Output
Administration This option opens the Broadcast Report parameters screen. This
4 Chapter 5 screen is not dependant on the Section selected thereby allowing
Creating Style
Groups and any report to be used in broadcast output setup under any Section.
Users For a detailed description of Broadcast Batch reporting, please see
4 Chapter 6 Chapter 10: Broadcast Batch Reporting.
Spend
Management
The Services
If you have subscribed to JetAlerts, Infotriever or Prism or other
service related item that may become available in the future, the
administration and reporting functions of these modules are located
here.
The Favorites
In this section, the user has the ability to create links to their favorite
reports.
Chapter 9
Chapter 9: User Defined Reporting
This chapter demonstrates the flexibility of iBank 4 by showing the
user how to design their own custom-designed reports.
4 Chapter 8
Navigation
2. Select the User Defined Air Report from the cascading
Pane menu.
4 Chapter 9
User-Defined
Reporting 3. Name the report you are about to create by typing a name in
4 Chapter 10 the Report Name field. For multiple-use purposes, this could
Broadcast
Batch
be a generic name and not specific to one particular account.
Reporting This is also the name that will appear in the Air Report drop-
4 Chapter 11 down list above.
Change
Management
4 Chapter 12
4. Use the tab key to tab down or click in the Report Title field.
Training | Enter a name that describes the report. You may also enter a
Support
sub-title in the Report Sub-title field.
4 Appendix
4 Glossary 5. Set up your parameters and then Save your report by clicking
on the Save button at the top of the User Defined Air Report
screen. You may reload the saved report by selecting it from
the Air Report drop-down list.
Reporting Fields
The User Defined Air Report is divided into two areas: Trip-Level
Fields and Segment/Leg-Level Fields.
Segment/Leg-level Fields
The radio buttons help you choose
between Segment and Leg-Level fields.
Choose Segment-Level if you do not want
connections to appear on your report.
Choose Leg-Level if you do want
connections to appear on your report.
There are three columns in both the Trip-Level field category and the
Segment/Leg-Level field category. The columns are called: On Rpt,
Break #, and Sort #.
Break #: After all data elements have been selected, choose the
fields that you would like to subtotal or break on. You may assign up
to three breaks. You should place Break fields on the report first (left
to right – 1 through 3) in order to insure the report is coherent.
Sort #: The last column allows you to further sort the data. You may
provide up to 9 sort levels by specifying 1 – 9. However, the first 3
sorts are determined by breaks, if used.
The bottom portion of the User Defined Reporting screen gives you
the ability to utilize other fields of information from the PNR. UDID’s
and FF Fields and Sorts that are NOT pre-established in your
installation can be used to further filter this report because it is a User
Defined Report. The Report Footer is a free-text area that allows the
user to key in text. The text appears on the report.
After all data elements, Breaks and Sorts have been assigned, click
on Save at the top of the reporting screen. iBank 4 will return you to
the User Defined Reporting screen where you may re-select your
saved User Defined Report from the drop-down list to run the report.
After selecting a User Defined Report from the drop-down list, click
on Run Report.
3. The iBank 4 query screen appears. This is where you enter the
filtering information just as if you were running a canned
report. Date Range, Output, Customer Number, etc…. See
Chapter 7: Reporting for more information on how to complete
this screen.
4. After all parameters have been entered, Run the User Defined
Report.
Chapter 10
Chapter 10: Broadcast Batch Reporting
This chapter takes you through the steps for sending out reports on a
daily, weekly, monthly, quarterly, semi-annual and annual basis to
your clientele.
4 Getting The Broadcast Reporting feature will allow you to deliver standard,
Started
saved, or user defined reports to your clients on a specified date and
4 Chapter 1
Introduction automatically run them after a specified time. After the reports are
4 Chapter 2
completed, iBank 4 sends an email to the email recipients with the
Grouping Data HTML links to their reports. Once the reports are generated, the links
4 Chapter 3 are available for thirty days after being received. As soon as you
Interface
Navigation launch or access the report, it is best to save it to your hard drive or
4 Chapter 4
to your network in order to have a permanent copy of the reports.
Administration
4 Chapter 9
User-Defined
Reporting Setting Up a Broadcast Report
4 Chapter 10
Broadcast
Batch In this step-by-step exercise, we will work our way down the
Reporting
Broadcast Reporting parameters screen.
4 Chapter 11
Change
Management 1. Click on Broadcast Reports under the Administration link.
4 Chapter 12 To create a new batch report (“batch” because multiple reports
Training |
Support can be run simultaneously), select [New Report] from the
4 Appendix drop-down list.
4 Glossary
2. Key in the name of the new report. Enter a descriptive name
for the batch and indicate the frequency by which the report
will run within the name for best results.
3. Select the reports from the drop-down lists that you wish to
send. Pick as many reports as you need in your broadcast,
but remember that a small number of reports in a Broadcast
Batch are easier to administrate. Your choices are: Standard
Reports, User-Defined Reports, and Saved Reports. After
selecting a report for inclusion in a Broadcast, the name of the
reports will be listed.
5. Select only the accounts that you want on the reports. After
selecting the Accounts button, a dialog box will appear. Select
the accounts for which the reports within the Broadcast Batch
are to run. Click Okay.
Account Selectivity
Be selective in your account set up. Do
not combine company accounts as they
will get each other’s company information
and data.
6. Key in the Name for Report Title – the title of the report that
will be displayed on the report.
10. Select the Special Preview Options. iBank will rebuild the
screen with new options replacing the Special Preview
Option. Note the following table that explains the Special
Preview Options figure below. (We will just explain the option
selected in the following figure. Based on this explanation, the
other options are self-explanatory).
It will be sent on
Wednesday for the next
three days (Wednesday,
It will be sent on
Friday for the next three
days (Friday, Saturday,
and Sunday).
11. Select what day of the month you want to generate and send
out the report or reports.
12. What day does the client’s month begin on? Select the date
from the drop-down list.
Broadcast Techniques
8 A user may also add multiple email
address recipients on a single line by
separating the email addresses with a
comma.
8 A best practice would be to send
Broadcast Batches to yourself first and
verify the accuracy of the Broadcast Batch
before adding other email recipient
addresses.
17. Select the email format for the Broadcast Batch: Plain Text,
HTML, or Plain Text with HTML attached.
18. A user may run the Broadcast Batch with the settings of
another user by selecting another user from the drop-down list.
20. The re-run reports for the last report period check box
allows a user to re-run reports for the last report period. After
placing the check in the box, click Save in order to activate this
option and send the report.
21. The next report period references a window of time for which
the Broadcast Batch is set to run. If you wish to move this
window of time forward, simply select the move ahead
checkbox. If you wish to move the window of time backwards,
select the move back button. You may adjust for the next run
date in this area as well.
22. The next run date option allows you to specify when you want
the Broadcast Batch to run again. The Not before time field
allows the user to specify a time when the reports will be
processed. Broadcast Reports are run every night after
Midnight – that’s 12 am - by default. However, you may adjust
the time to fit your needs.
Broadcast Batch
The Broadcast server is extremely busy at
peak hours of the day, especially during
the 1st, 15th, and/or the 30th/31st of the
month. If a Broadcast Batch is set to
process on these dates, they may run later
than the time you have assigned.
23. You can begin the broadcast report process immediately and
specify a date range by selecting the run the reports one
time for the period button.
24. A user may also specify a date range that the Broadcast
Batch will always use when processing associated reports
until changed with the Always run the reports for the period
check box.
25. Then click on Save and you have your Broadcast Batch of
reports ready to go.
Chapter 11
Chapter 11: Change Management
This chapter supplies information on the new Change Management
Feature of iBank 4.
4 Chapter 3
Interface
Navigation
4 Chapter 4
Administration
4 Chapter 5
Creating Style
Groups and
Users
4 Chapter 6
Spend
Management
4 Chapter 7
Reporting
4 Chapter 8
Navigation
Pane
4 Chapter 9
User-Defined
Reporting
4 Chapter 10
Broadcast
Batch
Reporting
4 Chapter 11
Change
Management
4 Chapter 12
Training |
Support
4 Appendix
4 Glossary
Chapter 12
Chapter 12: Training Opportunities and
Technical Support
This chapter presents the training opportunities available to you and
the resources that are available to help you resolve challenges that
you are encountering with iBank 4.
1. iBank Administration
2. iBank Reporting
3. iBank User Defined Reporting
4. iBank Broadcast Reporting
5. iBank Data Cleanser
Classroom Training
The classroom format equips you through a more "hands-on"
approach to use your iBank products and includes all of the modules
noted above, plus any additional topics that may need to be
addressed while you are here. In the classroom setting here in
Bloomington, IN, you will be provided with your own workstation
computer. You will actually log in to your iBank website. With the
guidance of the training team, you will be given the opportunity for
hands-on interaction and learning.
your GDS specific and Back-Office specific programs that you may
be using. In addition, we would love to meet you personally. We
highly recommend this unique training experience and opportunity
here in Bloomington!
Technical Support
There are four primary ways to receive technical support for your
iBank 4 web-based application:
Back-Office name.
Î The username and password for the individual that was
logged in when the report was run.
Asking a Question
If you are unable to find the answer to your question(s) in the FAQ,
you may ask a question by sending an e-mail generated question to
Cornerstone Support. To do so, click on the tab “Ask a Question.”
The above screen is where you can create an incident. By doing this,
all support personnel (including supervisors) see your request and
are able to make sure it is answered promptly and to your
satisfaction.
Additionally, you can track this incident and all of your past incidents.
By doing so, you can use this website to instruct other personnel,
track what has been communicated from Cornerstone® support and
refer to it as a reminder, if necessary, in the future.
To use this ‘tracking’ feature simply choose “My Stuff.” You will then
see the following screen – and can choose the options you prefer.
In this section you can check and update your Account Profile, delete
or renew update notifications and check the status of your questions,
or incidents, as well as provide additional information.
iUpdate Newsletter
Once per month, Cornerstone sends out the iUpdate Newsletter. This
newsletter is filled with useful information pertaining to Cornerstone
products, updates, developments and tips. If you would like to
subscribe to the newsletter, please e-mail iupdate@ciswired.com.
Past iUpdate newsletters are available in the knowledgebase website
listed above.
Glossary of Terms
Item Description
Administration The area of the website that allows the site administrator to
create or delete users, download programs and updates,
manage, data sharing, manage break information, manage
accounts, check the data load status and download technical
documentation.
Data Extraction The primary administrator must assign how iBank 4 “extracts”
data from your data source.
Data Transfer The primary administrator is responsible for taking the data
from your data source and sending it to the iBank 4 server
using File Transfer Protocol – FTP that happens either
automatically or manually.
Drop-down List A list of available information that a user can choose from
during certain queries. Use your mouse to access.
Glossary of Terms
Item Description
End User Corporate client, the traveler.
Exception Codes Codes that explain why the reservation was booked the way it
was.
Favorites An area of the website that allows users to create a link to the
most often used reports.
Filter IBank 4 allows you to filter or further define your data by setting
up search criteria in the reporting screens using key words in
your reservations and a grouping mechanism called “breaks”.
Footer Area Contains the terms of use, privacy statement, and a contact us
link.
Front, Mid, Back-Office GDS = Front-Office (Apollo, Worldspan, Sabre, etc.), Mid-Office
Systems = Quality Control Product (ATS/QCX, Expert Enterprise), Back-
Office = Accounting Programs (Globalware, World Ledger,
TravCom, Trams, etc.)
Links Each internet page has highlighted words that will take you to
other pages of an internet site. These words “link” the web site
and its pages together.
Login Page The “front” page of the website where the username and
password are entered to gain access to the website.
Login Session A period of activity starting when a user logs into the website
and ending after the 20 minute “timout” or after a user logs out
of the website or closes the browser.
Logo Area The location of the company logo on the website or the reports
Glossary of Terms
Item Description
themselves.
Loss Codes Codes that explain why money was lost because of how a
reservation was booked.
Navigation Pane The area on the iBank website that contains the seven
reporting options: overview, pre-defined “canned” reports,
saved reports, user-defined reporting, broadcast output,
services, and favorites.
Page Break Report layout can be spread out by using page breaks at
certain break levels.
Page Breaks Where would you like the report pages to separate? Do you
want a different account on each page or do you want a
different department on each page?
Preview Preview data is data that is extracted from the GDS, CRS or
Mid-Office system.
Primary Administrator The agency or company contact who will handle data extraction
and user set-up for all accounts.
Radio Button A functional set of option buttons on the iBank 4 screens that
Glossary of Terms
Item Description
you select with your mouse or de-select with your mouse. You
can also select or de-select using your keyboard arrows and
space bar.
Reason Codes Codes when compliance to travel policy has not occurred.
Saved Report A “canned” report with certain parameters defined and saved.
Savings Codes Codes that explain how savings came about with the
reservation.
Style Groups The ability to create a custom look and functionality to the iBank
website and associate with a user id. It also gives the user the
ability to select a previously created style group for
modification.
SQL - Structured Query A computer language that allows you to filter your criteria to be
Language very specific for reporting purposes.
Subtotals Where you would like your data to break or group and total?
Do you need a subtotal at every break level? Or just grand
totals.
System Requirements The minimum level of available system resources to run the
Cornerstone software.
Upload vs. Download Upload means data is being sent by you to another location.
Download means data is being received by you from another
Glossary of Terms
Item Description
location.
User Defined Pick A way of grouping reporting criteria so that multiple accounts
may be selected and subtotaled based on account, break,
airline, etc. (See chapter 3).
User Defined Report An ad-hoc report that allows the creator to select the fields,
sort, and break criteria.
Zip File A method of file compression used with the iBank parsers or
data cleanser that is subsequently transferred to the iBank
server for processing.
Index
Fare Savings, 67
Favorites, 25, 52, 63, 70, 95
A FF Field, 95
activity management, 47, 48 Field Name, 65, 66, 67, 68
Administration, 7, 13, 15, 22, 25, 28, 31, 37, 43, 49, filter, 62, 65, 75, 95, 97
50, 70, 72, 77, 84, 86, 94 Footer Area, 22, 29, 95
administrator, 10, 11, 34, 94 front, 15, 40
Adobe Acrobat, 51, 94
Advanced Criteria, 65, 66, 67, 68, 69
Air Activity, 63
G
algorithm, 9 Global Distribution System, 7
Algorithm, 94
Arrivals, 63
H
B Help, 28, 29
Back Office, 9
back-office, 7, 15, 95, 97 I
Batch, 77, 94 iBank, 1, 6, 7, 9, 10, 11, 13, 15, 22, 23, 24, 25, 26, 28,
Break, 15, 16, 17, 19, 21, 25, 59, 67, 76 29, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 60, 62,
Broadcast Batch Reporting, 7, 13, 15, 22, 31, 37, 43, 63, 65, 66, 72, 75, 76, 77, 82, 86, 88, 89, 90, 93,
49, 70, 72, 77, 84, 86 94, 95, 96, 97, 98
Infotriever, 28, 70
C Interface, 95
Internet Explorer, 9, 10
Change Management, 5, 7, 13, 15, 22, 31, 37, 43, 49, iUpdate Newsletter, 11, 92
70, 72, 77, 84, 86
Class of Service, 73
consolidate, 48 J
Contact Us, 29 Jet Alerts, 28
Content-Display Area, 22, 94
Context Menu Bar, 22, 25, 94
Cost-Containment Process, 11 L
Links, 5, 7, 13, 15, 22, 25, 31, 37, 43, 49, 70, 72, 77,
D 84, 86, 95
Login Page, 23, 95
data source, 15, 94 Logo Area, 22, 24, 95
Data Source, 50, 94
Date Range, 58, 76
Departures, 63 M
Download, 97
drop down list, 33, 37, 72, 76 mid, 15, 40
E N
end user, 40 Navigation Pane, 5, 7, 13, 15, 22, 25, 26, 31, 37, 43,
Excel, 51, 96 49, 52, 70, 72, 77, 84, 86, 96
Negotiated Savings, 63
Netscape Navigator, 10
F New features, 6
FAQ, 89, 90
R
U
radio button, 10
Reason Code, 67, 68 UDID, 15, 40, 62, 75, 95, 97
reconciliation analysis, 47 Upload, 97
Reservation Data, 7, 9, 28, 50 User Defined, 21, 25, 70, 72, 86, 98
Roll-over Hyperlink, 22, 25, 28 User Defined Picks, 21
Roll-over Hyperlink Area, 22, 28 username, 13, 23, 37
S V
Section, 22, 25, 26, 28, 29, 43, 44, 52, 63, 66, 70, 72, Validating Carrier, 67
97 Value, 65, 66, 68
Services, 25, 70