Creating a Recurring Intelligence Report

[lkaufmann]

Hello,

I'm an admin for our Company's SAP Concur account. We have Intelligence Reporting. I am trying to create a "job" to  be able to run a specific report every month and have it emailed to me. I've done the initial step of creating the job and selecting the report. I can add "prompts" like Expense Types or Employees or Date. The thing about the date is, if I choose Nov 1-Nov 30, is it just going to send me that month's worth of data only the one time? Does anyone know where I go to be able to have it pull data each month? Thank you in advance for your help. 

[KevinD]

@lkaufmann when you say you created a job are you referring to the scheduling option or the actual job option? I'm asking because you don't need to create a job if you are working with just one report. You can just use the scheduling option to have the report run on a recurring basis. 

Next, there are pre-built filters in the data warehouse that you can apply to reports to give you what you are looking for. One filter is named "Last Month". Applying this filter to your report and running the report on any day of a given month will show data only for the previous month. You should be able to use the Search option and type in Last Month to find this filter.

Let me know if you have any questions.

[Neocrystal]

Dear @KevinD 

If I may open this topic once again: I have a very similar issue: Report is ready and I know how to schedule it. But there are two things left:
1. Is there a possibility to overwrite the "Last month"-filter? I found two of them: "Last month (Based on paid date)" and "Last month (Based on Sent for payment date)". What I need is the same filter, but based on the Transaction date. I tried to change the expression definiton, but that resulted in the report crashing.
2. To always get the data from the previous month starting on the first day, I'd have to run the report always on the first day of the following month. But that's too early. Users tend to make their expense reports with a delay of some days. I'd have to run the report a few days into the next month. E.g. to get all the data from July (1st - 31st), I'd have to run the report on August 10th. At best. But with this filter, it would give me the data from July 10th - August 9th. Is there a way to make this happen?

[KevinD]

@Neocrystal I think Transaction date likely gave you an issue because a report can have several transactions dates on it, while Sent for Payment and Paid date is one single date. They system wouldn't know which Transaction Date to use. 

What is the name of the report you are working with? That way I can go in and "play" around. 🙂 I see why you want transaction date, because that ensures only transactions from the previous month, where Sent for Payment could be let's say August third due to the employee not submitting their July report until August. Let me see what I can figure out. 

[lkaufmann]

@KevinD, thank you for your response! I must be missing something because I don't see scheduling options. In various screens, I can add a job or create a new job, but can't find anything about scheduling. Is there a specific please this option is located? I may be overlooking something. 

[KevinD · Accepted solution]

@lkaufmann from your My Content folder, mouse over the report tile, then click the three little dots that will appear in the upper right corner. Select Properties from the drop-down menu. That will get you to the right place where you can see the Schedule option.