Assistance Creating Custom Concur Intelligence Report for Reconciliation

[ThauanyMoore]

I am currently using SAP Concur Intelligence (Cognos 11) to support monthly reconciliations. The standard reports available to me (such as Credit Card Transactions) provide useful card transaction information but do not include all of the data required to complete the reconciliation process in a single report. I am looking to create (or obtain access to create) a custom report that combines the following information.

1. Report Name
2. Report Status
3. Business Purpose
4. Engagement Number
5. Internal Order
6. Allocation Code
7. Allocation Description

[KevinD]

@ThauanyMoore my one question to those who post questions about building Cognos reports is this...What is your level of Cognos report building experience on a scale of 1-10? A 1 would be "what is Cognos?" to a 10 that would be "I can build Cognos reports easily". 

Where would you say you fall on this scale? Also, two of the data items Engagement Number and Internal Order are custom fields, so you would need to know which fields were used to capture this data. You would need to look at the Configuration Report or go into Forms and Fields (if you have access) to see what the default field labels are. Are you familiar with the Configuration Report and/or Forms and Fields? 

I'll await your reply and then go from there. Oh, one other thing...have you attended any of our Free Cognos webinars?