Analysis / Intelligence: Actionable Analytics User Guide
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Table of Contents
Actionable Analytics 1
Section 1: Overview 1
BI Managers 1
Section 2: Alert Descriptions 1
Percent of Budget 1
Calculation 2
Configuration Options 2
Sample 3
Credit Card Transactions 3
Configuration Options 4
Sample 5
Section 3: Configuration for Actionable Analytics 7
Admin – Enable Actionable Analytics 7
BI Manager – Enable in Profile 12
Define the Quarterly Budget Amounts 12
Define the Notification Settings 13
Section 4: Appendix: MCC Code List 16
Revision History
|Date |Revision Notes/Comments |
|January 13, 2022 |Updated the copyright year; no other changes; cover date not updated |
|March 29, 2021 |Updated the copyright year; no other changes; cover date not updated |
|February 4, 2020 |Updated the copyright; no other changes; cover date not updated |
|April 13, 2019 |Updated images of the Actionable Analytics Set Up tab to include the updated page description at the top of the |
| |tab. |
|March 6, 2019 |Updated the copyright; no other changes; cover date not updated |
|October 4, 2018 |Made the following updates: |
| |Replaced references to "dashboard" with "alert" |
| |Updated the Percent of Budget description |
| |Added clarification to the Percent of Budget and Credit Card Transactions alert configuration options, including |
| |references to suppressing merchant category codes and adding additional employees to the alerts |
| |Updated image of the Credit Card Transactions alert with flagged merchant category codes |
|August 18, 2018 |Updated images of the Actionable Analytics Set Up tab and the Notification Settings page and added information |
| |about the new merchant category code suppression field for the Credit Card Transactions alert |
|June 19, 2018 |Updated images and information about the Percent of Budget and Credit Card Transactions alerts, and updated the |
| |images of the Actionable Analytics Set Up tab and the Notification Settings page |
|March 26, 2018 |Added a note about BI Manager budgets to the Percent of Budget section |
|February 10, 2018 |Removed references to the Manager Dashboard actionable alert |
|January 13, 2018 |Changed copyright; no other content changes |
|November 4 2017 |Updated image of the Actionable Analytics Set Up page in Standard edition and steps for accessing the page to |
| |reflect the new Product Settings look and feel in Standard |
|September 19 2017 |Made the following updates: |
| |Added steps for accessing the Actionable Analytics Set Up page from Standard edition |
| |Updated images of the Percent of Budget alert on the Actionable Analytics Set Up and the Notification Settings |
| |pages. Also updated the alert's Receive follow-up alerts weekly until the end of the current quarter check box |
| |name. |
|August 19 2017 |Updated the Reporting Budget and Actionable Analytics alert information for the new enhanced fiscal calendar |
|July 8 2017 |Updated image of the Reporting Configuration page |
|February 17 2016 |Added information about the new recipient fields on the Notification Settings page |
|December 16 2016 |Changed copyright; no other content changes |
|October 24 2016 |Updated the guide content to new corporate style; no content changes |
|September 9 2016 |Updated the Reporting Configuration screen shot, and added IMPORTANT message to Require for all BI Managers check|
| |box descriptions |
|January 19 2016 |Changed from book "chapters" to stand-alone guides; no content changes |
|December 3 2015 |Added information about frequency of the Manager Dashboard |
|August 25 2015 |Updated some screen shots |
|August 14 2015 |Added a note about users who are BI Managers and also have a Cognos role |
|April 9 2015 |Initial publication |
Actionable Analytics
Overview
Actionable Analytics includes a set of alerts that are delivered to BI Managers via email. The alerts are embedded in the email – not sent as attachments – for quick access and easy review.
The following alerts are available:
• Percent of Budget
• Credit Card Transactions
BI Managers
These emailed alerts are available to BI Managers. Some of the alerts use the BI Manager's reporting budget amounts as a basis for comparison.
← For more information about:
□ Defining users as BI Managers, refer to Analysis/Intelligence: Overview
□ Defining budget amounts, refer to the configuration information in this document
! IMPORTANT: A user can have a Cognos role (Cognos Consumer, Cognos Business Author, or Cognos Professional Author) and can also be a BI Manager. For Actionable Analytics, the triggers will always use the BI Manager role when the alerts are generated.
Alert Descriptions
Percent of Budget
The Percent of Budget alert is sent to the BI Manager when the defined percent of budget for the BI Manager is reached during a fiscal quarter. For example, when percent is set to 80, and the Expense spend for the BI Manager reaches 80% of the budget, the BI Manager is sent the alert.
N The budget used by the Percent of Budget alert is defined by the BI Manager on the Reporting Budget page (Profile > Profile Settings > Reporting Budget).
If a BI Manager does not enter their budget amounts in Profile, the BI Manager will not receive the Percent of Budget alert.
Calculation
Calculation of total spend amount is the total of actuals + accruals + booked:
• Actuals: Sum of all the expenses paid in the current fiscal quarter
• Accruals: Spend that is committed to but has not yet been actualized, includes:
□ Credit card transactions not yet assigned to a report
□ Credit card transactions assigned and not yet submitted
– and –
□ Credit card transactions assigned to a report that has been submitted but not yet paid
• Booked: Hotel and car transactions that have a hotel check-out date (for hotel transactions) or car drop-off date (for car transactions) that is in the current fiscal quarter and current fiscal year
Configuration Options
The Expense admin enables this alert company-wide. The Expense admin defines the default percentage of budget (budget reached; not budget remaining).
Once enabled company-wide, it is OFF by default for each BI Manager unless the alert is set as required for all BI Managers. In Profile, BI Managers:
• Can enable or opt-out of receiving the Percent of Budget alert if alert is not required
• Can modify the percentage
• Can modify the follow-up alert setting (The follow-up alert emails are sent weekly until the end of the current quarter.)
• Can designate up to two other employees to receive the alert
N BI Managers should enter their budget amounts in Profile; if not, the BI Manager will not receive the Percent of Budget alert.
Required for All BI Managers
As part of the configuration process, the Expense admin can make this alert required for all BI Managers. In Profile, BI Managers:
• Cannot opt-out of receiving this alert
• Can modify the percentage
• Cannot modify the follow-up alert setting
• Can designate up to two other employees to receive the alert
Sample
Sample of the Percent of Budget alert:
[pic]
Credit Card Transactions
The Credit Card transactions alert is sent to the BI Manager when a credit card transaction:
• Amount (in the Reporting currency) is equal to or greater than a defined amount
– or –
• Belongs to a pre-defined set of merchant categories
N The merchant categories and codes are listed in the Appendix: MCC Code List section in this guide.
Configuration Options
The Expense admin enables this alert company-wide. The Expense admin defines the default transaction amount and any merchant category codes your organization wants to suppress from the alert for all BI Managers.
Once enabled company-wide, it is OFF by default for each BI Manager. In Profile, BI Managers:
• Can enable or opt-out of receiving the Credit Card Transactions alert if alert is not required
• Can modify the transaction amount
• Can indicate the merchant category codes the BI Manager wants to suppress from the alert
• Can designate up to two other employees to receive the alert
Required for All BI Managers
As part of the configuration process, the Expense admin can make this alert required for all BI Managers. In Profile, BI Managers:
• Cannot opt-out of receiving this alert
• Can modify the transaction amount
• Can indicate the merchant category codes the BI Manager wants to suppress from the alert
• Can designate up to two other employees to receive the alert
Sample
Sample of the Credit Card Transactions alert:
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Sample of the Credit Card Transactions alert that includes credit card transactions made at a merchant associated with a merchant code that is flagged for review:
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Configuration for Actionable Analytics
Actionable Analytics is automatically enabled for all Intelligence clients. Then, the client configures the desired options.
There are two parts to the configuration process for the client:
• The Expense admin defines the Actionable Analytics options for the entire company.
• In Profile, each BI Manager enters their quarterly budget information and makes the desired choices for Actionable Analytics.
N An Expense admin must define a fiscal calendar before BI Managers can add and maintain their budgets on the Reporting Budget page.
Admin – Enable Actionable Analytics
The Expense admin defines the company-wide Actionable Analytics options using the Actionable Analytics Set Up tab.
• To access the tab in the Professional edition
1. The Expense admin clicks Administration > Expense > Reporting Configuration (left menu).
2. The admin clicks the Actionable Analytics Set Up tab.
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• To access the tab in the Standard edition
1. The Expense admin clicks Administration > Expense Settings or Expense & Invoice Settings.
The Product Settings page opens.
3. In the Product list, the admin clicks Expense or Invoice.
4. In the Monitoring Spend section, the admin clicks Reporting.
5. On the Reporting Configuration page, the admin clicks the Actionable Analytics Set Up tab.
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The Expense admin makes the appropriate choices as defined below.
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|Field |Description/Action |
|Percent of Budget |Select (enable) this check box to send an email alert to BI Managers when the percent of |
| |budget is reached during the current quarter. |
| |NOTES: |
| |For this alert to be effective, BI Managers must define their budget information in Profile. |
| |An Expense admin must define a fiscal calendar on the Fiscal Calendar tab in Reporting |
| |Configuration before BI Managers can add and maintain their budgets on the Reporting Budget |
| |page. |
| |A fiscal calendar is required, even if your company has a fiscal year that aligns with the |
| |Gregorian calendar. |
|Percent |Enter the percent of budget (reached – not remaining) that triggers the alert. |
| |NOTE: The BI Manager can modify the percentage in Profile, whether or not the Expense admin |
| |makes the alert required for all BI Managers. (See below.) |
|Require for all BI Managers |Select (enable) this check box to send this alert to all BI Managers. |
| |NOTES: |
| |If this alert is not required, BI Managers (in Profile): |
| |Can enable or opt-out of receiving the Percent of Budget alert if alert is not required |
| |Can modify the percentage |
| |Can modify the follow-up alert setting (The follow-up alert emails are sent weekly until the |
| |end of the current quarter.) |
| |Can designate up to two other employees to receive the alert |
| |If this alert is required, BI Managers (in Profile): |
| |Cannot opt-out of receiving this alert |
| |Can modify the percentage |
| |Cannot modify the follow-up alert setting |
| |Can designate up to two other employees to receive the alert |
| |IMPORTANT: |
| |Be aware that if you select the Require for all BI Managers check box, the system flags all |
| |current BI Managers for the alert. If you later clear the check box, BI Managers must opt-out|
| |of the alert in their Profile if they wish to no longer receive it. |
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|Field |Description/Action |
|Credit Card Transactions |Select (enable) this check box to send an email alert to BI Managers when a credit card |
| |transaction: |
| |Is equal to or greater than a defined amount |
| |– or – |
| |Belongs to a pre-defined set of merchant categories |
| | |
| |NOTE: The merchant categories and codes are listed in the Appendix: MCC Code List section in |
| |this guide. |
|Amount |Enter the amount of the credit card transaction that triggers the alert. |
| |NOTE: The BI Manager can modify the amount in Profile, whether or not the Expense admin makes|
| |the alert required for all BI Managers. (See below.) |
|You can suppress alerting on up to|Enter the merchant category codes you want to suppress. |
|30 merchant category codes by |The codes you enter in this field must be separated by a comma. |
|listing them below, separated by |For example: 4814,5131,7011 |
|commas |The merchant category codes entered on the Actionable Analytics Set Up tab will be suppressed|
| |from the Credit Card Transactions alert for all BI Managers. |
| |NOTES: |
| |Expense admins can enter up to 30 merchant category codes. The merchant category codes must |
| |be one of the codes in Concur's pre-defined list of flagged merchant category codes. |
| |To see the full list of merchant category codes, click the here link in Click here to see the|
| |list of available flagged merchant category codes. |
| |To see Concur's pre-defined list of flagged merchant category codes and their descriptions, |
| |refer to the Appendix: MCC Code List section in this guide. |
|Require for all BI Managers |Select (enable) this check box to send this alert to all BI Managers. |
| |NOTES: |
| |If this alert is not required, BI Managers (in Profile): |
| |Can enable or opt-out of receiving the Credit Card Transactions alert if alert is not |
| |required |
| |Can modify the transaction amount |
| |Can indicate the merchant category codes the BI Manager wants to suppress from the alert |
| |Can designate up to two other employees to receive the alert |
| |If this alert is required, BI Managers (in Profile): |
| |Cannot opt-out of receiving this alert |
| |Can modify the transaction amount |
| |Can indicate the merchant category codes the BI Manager wants to suppress from the alert |
| |Can designate up to two other employees to receive the alert |
| |IMPORTANT: |
| |Be aware that if you select the Require for all BI Managers check box, the system flags all |
| |current BI Managers for the alert. If you later clear the check box, BI Managers must opt-out|
| |of the alert in their Profile if they wish to no longer receive it. |
BI Manager – Enable in Profile
If a user is identified as a BI Manager and if the company uses Intelligence, two options appear in Profile so the user can:
• Enter their quarterly budget amounts
– and –
• Define their Actionable Analytics options
Define the Quarterly Budget Amounts
N An Expense admin must define a fiscal calendar on the Fiscal Calendar tab in Reporting Configuration before BI Managers can add and maintain their budgets on the Reporting Budget page.
To access the Reporting Budget page, the BI manager clicks Profile > Profile Settings > Reporting Budget (in the Reporting Settings section of the left menu).
The Reporting Budget page appears.
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The BI Manager selects the appropriate fiscal year in the Fiscal Year Name list, enters the budget amounts for the fiscal quarters (in the reporting currency), and then clicks Save.
Define the Notification Settings
To access the Notification Settings page, the BI Manager clicks Profile > Profile Settings > Notification Settings (in the Reporting Settings section of the left menu).
The Notification Settings page appears.
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|Field |Description/Action |
|Percent of Budget |Select (enable) this check box to receive an email alert when the percent of budget is|
| |reached during the current quarter. |
| |NOTES: |
| |If your company has required this alert for all BI Managers, you cannot decline this |
| |alert. |
| |An Expense admin must define a fiscal calendar on the Fiscal Calendar tab in Reporting|
| |Configuration before BI Managers can add and maintain their budgets on the Reporting |
| |Budget page. |
| |A fiscal calendar is required, even if your company has a fiscal year that aligns with|
| |the Gregorian calendar. |
|Percent of budget reached |Change the percentage, if desired. |
| |The Percent of budget reached field defaults to the percent the Expense admin entered |
| |in Reporting Configuration. |
| |NOTE: If your company has required this alert for all BI Managers, you can still |
| |change the percentage. |
|Receive follow-up alerts weekly until |Select (enable) this check box to receive the follow-up email, which is sent weekly |
|the end of the current quarter |until the end of the current quarter. |
|You may optionally add two employees to |Enter an employee's name, email address, or login id to search for and select an |
|receive this email alert. |additional recipient. |
| |You can add up to two additional recipients to the Percent of Budget email alert. A |
| |recipient must be an active employee. |
| |You can use these fields when you need to provide other employees, such as an |
| |administrator or financial analyst, visibility into your alerts, or you need someone |
| |to receive the information so that they can take appropriate action on your behalf, |
| |such as a delegate. |
| |If additional recipients are added to the alert, when the BI Manager email alert is |
| |generated, the additional recipient(s) will be added to the CC field of the BI |
| |Manager's email alert, and the designated recipients will receive the same email alert|
| |as the BI Manager. |
| |Only active employees can be added to the CC field of an email alert. If any of the |
| |designated recipients become inactive, the BI Manager will need to remove the inactive|
| |employee from the alert on the Notification Settings page. The alert will continue |
| |being sent to the inactive user until the user is removed from the alert. |
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|Field |Description/Action |
|Credit Card Transactions |Select (enable) this check box to receive an email alert when a credit card |
| |transaction: |
| |Is equal to or greater than a defined amount |
| |– or – |
| |Belongs to a pre-defined set of merchant categories |
| |NOTE: If your company has required this alert for all BI Managers, you cannot decline |
| |this alert. |
|Amount |Change the amount, if desired. |
| |The Amount field defaults to the amount the Expense admin entered in Reporting |
| |Configuration. |
| |NOTE: If your company has required this alert for all BI Managers, you can still |
| |change the amount. |
|You can suppress alerting on up to 30 |Enter the merchant category codes you want to suppress. |
|merchant category codes by listing them |The codes you enter in this field must be separated by a comma. |
|below, separated by commas |For example: 4814,5131,7011 |
| |The merchant category codes entered by a BI Manager on the Notification Settings page |
| |will be suppressed from the Credit Card Transactions alert for the BI Manager. |
| |In addition, any merchant category codes entered by the Expense admin on the |
| |Actionable Analytics Set Up tab on the Reporting Configuration page will also be |
| |suppressed from the Credit Card Transactions alert for the BI Manager. |
| | |
| |For example: |
| |The Expense admin entered the following merchant category codes on the Actionable |
| |Analytics Set Up tab on the Reporting Configuration page: 4814, 5039, 8044 |
| |The BI Manager entered the following merchant category codes on the Notification |
| |Settings page: 5039, 7234 |
| |The following merchant category codes will be suppressed from the Credit Card |
| |Transactions alert for the BI Manager: 4814, 5039, 7234, 8044 |
| | |
| |NOTES: |
| |BI Managers can enter up to 30 merchant category codes. The merchant category codes |
| |must be one of the codes in Concur's pre-defined list of flagged merchant category |
| |codes. |
| |To see the full list of merchant category codes, click the here link in Click here to |
| |see the list of available flagged merchant category codes. |
| |To see Concur's pre-defined list of flagged merchant category codes and their |
| |descriptions, refer to the Appendix: MCC Code List section in this guide. |
|You may optionally add two employees to |Enter an employee's name, email address, or login id to search for and select an |
|receive this email alert. |additional recipient. |
| |You can add up to two additional recipients to the Credit Card Transactions email |
| |alert. A recipient must be an active employee. |
| |You can use these fields when you need to provide other employees, such as an |
| |administrator or financial analyst, visibility into your alerts, or you need someone |
| |to receive the information so that they can take appropriate action on your behalf, |
| |such as a delegate. |
| |If additional recipients are added to the alert, when the BI Manager email alert is |
| |generated, the additional recipient(s) will be added to the CC field of the BI |
| |Manager's email alert, and the designated recipients will receive the same email alert|
| |as the BI Manager. |
| |Only active employees can be added to the CC field of an email alert. If any of the |
| |designated recipients become inactive, the BI Manager will need to remove the inactive|
| |employee from the alert on the Notification Settings page. The alert will continue |
| |being sent to the inactive user until the user is removed from the alert. |
Appendix: MCC Code List
|MCC Code |Merchant Category |Category Description |Report trans to the IRS|
|4812 |Telecommunication Equipment and Telephone Sales |Utilities and Cable Services |No1.6041-3(c) |
|4814 |Telecommunication Services |Utilities and Cable Services |No1.6041-3(c) |
|4821 |Telegraph Services |Utilities and Cable Services |No1.6041-3(c) |
|4829 |Wires, Money Orders |Utilities and Cable Services |No1.6041-3(c) |
|4899 |Cable, Satellite, and Other Pay Television and Radio |Utilities and Cable Services |No1.6041-3(c) |
|4900 |Utilities |Utilities and Cable Services |No1.6041-3(c) |
|5021 |Office and Commercial Furniture |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5039 |Construction Materials (Not Elsewhere Classified) |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5044 |Photographic, Photocopy, Microfilm Equipment, and |Misc. & Specialty Retail Stores |No1.6041-3(c) |
| |Supplies | | |
|5045 |Computers, Peripherals, and Software |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5046 |Commercial Equipment (Not Elsewhere Classified) |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5047 |Medical, Dental, Ophthalmic, and Hospital Equipment and|Misc. & Specialty Retail Stores |No1.6041-3(c) |
| |Supplies | | |
|5065 |Electrical Parts and Equipment |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5072 |Hardware, Equipment, and Supplies |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5074 |Plumbing, Heating Equipment, and Supplies |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5085 |Industrial Supplies (Not Elsewhere Classified) |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5094 |Precious Stones and Metals, Watches and Jewelry |Watches, Jewelry, Precious Stones |No1.6041-3(c) |
|5099 |Durable Goods (Not Elsewhere Classified) |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5111 |Stationary, Office Supplies, Printing and Writing Paper|Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5131 |Piece Goods, Notions, and Other Dry Goods |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5137 |Uniforms, Commercial Clothing |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5139 |Commercial Footwear |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5193 |Florists Supplies, Nursery Stock, and Flowers |Flower Store, Nursery Stock |No1.6041-3(c) |
|5198 |Paints, Varnishes, and Supplies |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5199 |Nondurable Goods (Not Elsewhere Classified) |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5200 |Home Supply Warehouse Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5211 |Lumber, Building Materials Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5231 |Glass, Paint, and Wallpaper Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5251 |Hardware Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5261 |Nurseries, Lawn and Garden Supply Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5300 |Wholesale Clubs |Discount, General Merchandise Stores |No1.6041-3(c) |
|5309 |Duty Free Stores |Discount, General Merchandise Stores |No1.6041-3(c) |
|5310 |Discount Stores |Discount, General Merchandise Stores |No1.6041-3(c) |
|5311 |Department Stores |Discount, General Merchandise Stores |No1.6041-3(c) |
|5331 |Variety Stores |Discount, General Merchandise Stores |No1.6041-3(c) |
|5399 |Miscellaneous General Merchandise |Discount, General Merchandise Stores |No1.6041-3(c) |
|5521 |Car and Truck Dealers (Used Only) Sales, Service, |Used Automobile Dealers |No1.6041-3(c) |
| |Repairs Parts and Leasing | | |
|5531 |Auto and Home Supply Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5611 |Men’s and Boy’s Clothing and Accessories Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5621 |Women’s Ready-To-Wear Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5631 |Women’s Accessory and Specialty Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5641 |Children’s and Infant’s Wear Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5651 |Family Clothing Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5655 |Sports and Riding Apparel Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5661 |Shoe Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5681 |Furriers and Fur Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5691 |Men’s, Women’s Clothing Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5697 |Tailors, Alterations |Misc. & Specialty Retail Stores |Yes |
|5698 |Wig and Toupee Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5699 |Miscellaneous Apparel and Accessory Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5712 |Furniture, Home Furnishings, and Equipment Stores, |Misc. & Specialty Retail Stores |No1.6041-3(c) |
| |Except Appliances | | |
|5713 |Floor Covering Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5714 |Drapery, Window Covering, and Upholstery Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5718 |Fireplace, Fireplace Screens, and Accessories Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5719 |Miscellaneous Home Furnishing Specialty Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5722 |Household Appliance Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5732 |Electronics Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5733 |Music Stores-Musical Instruments, Pianos, and Sheet |Misc. & Specialty Retail Stores |No1.6041-3(c) |
| |Music | | |
|5734 |Computer Software Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5735 |Record Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5931 |Used Merchandise and Secondhand Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5932 |Antique Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5933 |Pawn Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5935 |Wrecking and Salvage Yards |Misc. & Specialty Retail Stores |Yes |
|5937 |Antique Reproductions |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5940 |Bicycle Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5941 |Sporting Goods Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5942 |Book Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5943 |Stationery Stores, Office, and School Supply Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5944 |Jewelry Stores, Watches, Clocks, and Silverware Stores |Watches, Jewelry, Precious Stones |No1.6041-3(c) |
|5945 |Hobby, Toy, and Game Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5946 |Camera and Photographic Supply Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5947 |Gift, Card, Novelty, and Souvenir Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5948 |Luggage and Leather Goods Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5949 |Sewing, Needlework, Fabric, and Piece Goods Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5950 |Glassware, Crystal Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5970 |Artist’s Supply and Craft Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5971 |Art Dealers and Galleries |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5972 |Stamp and Coin Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5973 |Religious Goods Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5975 |Hearing Aids Sales and Supplies |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5976 |Orthopedic Goods - Prosthetic Devices |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5977 |Cosmetic Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5978 |Typewriter Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5992 |Florists |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5993 |Cigar Stores and Stands |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5994 |News Dealers and Newsstands |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5995 |Pet Shops, Pet Food, and Supplies |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5996 |Swimming Pools Sales |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5997 |Electric Razor Stores |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5998 |Tent and Awning Shops |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|5999 |Miscellaneous Specialty Retail |Misc. & Specialty Retail Stores |No1.6041-3(c) |
|7217 |Carpet/Upholstery Cleaning |Misc. Personal Services |Yes |
|7221 |Photographic Studios |Misc. Personal Services |Yes |
|7230 |Barber and Beauty Shops |Misc. Personal Services |Yes |
|7251 |Shoe Repair/Hat Cleaning |Misc. Personal Services |Yes |
|7261 |Funeral Services, Crematories |Misc. Personal Services |Yes |
|7273 |Dating/Escort Services |Misc. Personal Services |Yes |
|7276 |Tax Preparation Services |Misc. Personal Services |Yes |
|7277 |Counseling Services |Misc. Personal Services |Yes |
|7278 |Buying/Shopping Services |Misc. Personal Services |Yes |
|7296 |Clothing Rental |Misc. Personal Services |Yes |
|7297 |Massage Parlors |Misc. Personal Services |Yes |
|7298 |Health and Beauty Spas |Misc. Personal Services |Yes |
|7299 |Miscellaneous General Services |Misc. Personal Services |Yes |
|7829 |Picture/Video Production |Entertainment, Recreation Facilities |Yes |
|7832 |Motion Picture Theaters |Entertainment, Recreation Facilities |Yes |
|7841 |Video Tape Rental Stores |Entertainment, Recreation Facilities |Yes |
|7911 |Dance Hall, Studios, Schools |Entertainment, Recreation Facilities |Yes |
|7922 |Theatrical Ticket Agencies |Entertainment, Recreation Facilities |Yes |
|7929 |Bands, Orchestras |Entertainment, Recreation Facilities |Yes |
|7941 |Sports Clubs/Fields |Entertainment, Recreation Facilities |Yes |
|7991 |Tourist Attractions and Exhibits |Entertainment, Recreation Facilities |Yes |
|7992 |Golf Courses - Public |Entertainment, Recreation Facilities |Yes |
|7993 |Video Amusement Game Supplies |Entertainment, Recreation Facilities |No1.6041-3(c) |
|7994 |Video Game Arcades |Entertainment, Recreation Facilities |Yes |
|7995 |Betting/Casino Gambling |Entertainment, Recreation Facilities |Yes |
|7996 |Amusement Parks/Carnivals |Entertainment, Recreation Facilities |Yes |
|7997 |Country Clubs |Entertainment, Recreation Facilities |Yes |
|7998 |Aquariums |Entertainment, Recreation Facilities |Yes |
|7999 |Miscellaneous Recreation Services |Entertainment, Recreation Facilities |Yes |
|8011 |Doctors |Healthcare Providers, Attorneys |Yes |
|8021 |Dentists, Orthodontists |Healthcare Providers, Attorneys |Yes |
|8031 |Osteopaths |Healthcare Providers, Attorneys |Yes |
|8041 |Chiropractors |Healthcare Providers, Attorneys |Yes |
|8042 |Optometrists, Ophthalmologist |Healthcare Providers, Attorneys |Yes |
|8043 |Opticians, Eyeglasses |Healthcare Providers, Attorneys |Yes |
|8049 |Chiropodists, Podiatrists |Healthcare Providers, Attorneys |Yes |
|8050 |Nursing/Personal Care |Healthcare Providers, Attorneys |Yes |
|8062 |Hospitals |Healthcare Providers, Attorneys |Yes |
|8071 |Medical and Dental Labs |Healthcare Providers, Attorneys |Yes |
|8099 |Medical Services |Healthcare Providers, Attorneys |Yes |
|8111 |Legal Services, Attorneys |Healthcare Providers, Attorneys |Yes |
|8211 |Elementary, Secondary Schools |Schools, Educational Services and Day Care |No1.6041-3(p)(2) |
|8220 |Colleges, Universities |Schools, Educational Services and Day Care |No1.6041-3(p)(2) |
|8241 |Correspondence Schools |Schools, Educational Services and Day Care |No1.6041-3(p)(2) |
|8244 |Business/Secretarial Schools |Schools, Educational Services and Day Care |No1.6041-3(p)(2) |
|8249 |Vocational/Trade Schools |Schools, Educational Services and Day Care |No1.6041-3(p)(2) |
|8299 |Educational Services |Schools, Educational Services and Day Care |Yes |
|8351 |Child Care Services |Schools, Educational Services and Day Care |Yes |
|9211 |Court Costs, Including Alimony and Child Support - |Legal Costs / Payments |No1.6041-3(p)(4) |
| |Courts of Law | | |
|9222 |Fines - Government Administrative Entities |Legal Costs / Payments |No1.6041-3(p)(4) |
|9223 |Bail and Bond Payments (payment to the surety for the |Legal Costs / Payments |Yes |
| |bond, not the actual bond paid to the government | | |
| |agency) | | |
|9311 |Tax Payments - Government Agencies |Legal Costs / Payments |No1.6041-3(p)(4) |
|9399 |Government Services (Not Elsewhere Classified) |Legal Costs / Payments |No1.6041-3(p)(4) |
☼
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Analysis/Intelligence:
Actionable Analytics
User Guide
Last Revised: October 4, 2018
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