Cognus Query Studio - How to exclude submitted credit card claims?

[vincentjiang]

Hi,

May I ask if I can exclude the submitted credit card claims when I'm generating the report? 

I think I can only use items under "credit card" function, otherwise "unassigned to report" item would disappear (For example, if I use payment status under other function, the Unassigned to report item would disappear). 

Kind Regards

Yuxuan Jiang

[KevinD]

@vincentjiang I think one thing you could consider is using the Approval Status as one of your data items. Then what you could do is filter the report to Show Only Unsubmitted claims.. That way you would only being seeing credit card claims that are not yet submitted. Give that a try and see if it gives you what you need.

[vincentjiang]

Hi Kevin,

Thanks for your reply.

The solution can't work because the unassigned amount would be excluded after approval status is used. And unassigned amount  also include unsubmitted  claims. 

Kind Regards

Vincent Jiang 

[KevinD]

@vincentjiang I did some looking around. Sorry it took me so long to get back to you. I don't believe you are going to be able to achieve what you are looking for using Query Studio. I found a standard report that shows the top employees with unassigned or unsubmitted credit card transactions. The way this report was built was by using a multi-queried report, which can only be done using Report Studio. You may just have to build two separate reports, run them with Excel as the format, download the reports once they are done running, then manually merge them using Excel. 

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