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dharris5
Occasional Member - Level 1

Cognos 11 - Scheduling a Report - Report Format / Date filter

I have a report that I need to schedule. I started setting up the schedule, but I noticed the only format option I have is HTML. The person receiving the report wants to receive it in an Excel Data format. Can this be done, if so, what are the steps?

 

I will be scheduling this report to run on the 2nd of the month, but the report should only contain the paid expense reports for the previous month. I have a filter to only capture paid expense reports for their cost center but how do I handle the date? I don't want to have to go in each month to update the filter.

 

Thanks in advance for your assistance!

 

1 REPLY 1
KevinD
Community Manager
Community Manager

@dharris5 when on the Schedule screen click Options. You should be able to select different formats here. I've provided a screenshot. Be sure you are using Firefox as your browser. 

 

KevinD_1-1672427742885.png

 

 

For the previous month, use the Last Month (Based on Paid Date) pre-built filter. 

 

KevinD_0-1672427717300.png

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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