We have made a series of enhancements to the Universal Account Data Loading Report Templates in Envizi ESG Suite. These updates aim to improve the user experience, making it more intuitive, accurate, and accessible.
What's New?
The latest updates include:
- New Account Style Field Extract Report: A reference report providing detailed metadata for account styles, including field types, mandatory flags, and supported dropdown values.
- Closed Account Filtering: Exclusion of accounts closed prior to the start period selected in the report parameters.
- API Access to Templates: Authorized external systems or users can now access account data loading report templates via the Envizi API.
- Improved Validation for Picklists: Picklist fields in loaders now accept null values unless marked as mandatory.
- Account Style Caption Validation: Validation of Account Style Caption against the Account Style ID to improve data accuracy.
- Prevention of Duplicate Accounts: Resolution of the issue where duplicate accounts were created within a location due to varying account references or suppliers.
Why It Matters
These updates bring numerous benefits, including:
- Clarity for Users and Integrators: The new extract report makes it easier for clients, partners, and IBM teams to understand how to structure data for loading.
- Cleaner Data Loads: Excluding closed accounts and preventing duplicates ensures more accurate and reliable data.
- Stronger Data Integrity: Caption-ID validation ensures accounts are created under the correct account styles, avoiding cross-client contamination.
- Increased Flexibility: API access to templates enables authorized external systems or users to pull data from Envizi for visualization, analysis, or transformation.
How It Works
- The updates are designed to be user-friendly and intuitive. The new Account Style Field Extract Report provides detailed metadata, making it easier to manage account data or design automated uploads. The improved validation features, such as picklist validation and account style caption validation, reduce errors and ensure data accuracy. The API access to templates enables seamless integration with external systems, allowing for more flexible data analysis and visualization.
By introducing these enhancements, we aim to provide a smarter, safer, and more flexible account data loading experience in Envizi, empowering users to make informed decisions and drive business success.
Impacted Reports & Templates
- Updated Report Templates and Loaders:
- Account Setup and Data Load
- Account Setup and Data Load – PM&C
- Flat File Format
- New Extract Report: Account Style Field Extract – a metadata reference for account styles
Access & Availability
- All updated report templates and the new Extract report are available in the Envizi UI via global search.
- API access is now enabled for the three account data loading report templates.
Supporting Documentation