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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!


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. 





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




Thank you,
Kevin Dorsey
SAP Concur Community Manager
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