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Routine Member - Level 2

Reporting question - schedule for the last day of the month

Has anyone figured out how to Schedule a Cognos report to run MTD on (or close to)  the last day of the month?

I get asked to do this a lot from Finance folks.   But I don't know any way to set up the scheduler to do this since each month ends on a different date.

 

 

Sandra Ahola
T-Mobile
Senior Analyst Travel, Card & Expense
US
https://www.linkedin.com/in/sandra-ahola-4704553/
1 Solution

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Occasional Member - Level 2

Re: Reporting question - schedule for the last day of the month

@SandraA - Yes, If you have Concur Intelligence Reporting, the report can be scheduled to run on the last day of the month.

-Click the schedule button for the report that you want to schedule.

-Under Frequency, select the 'By Month' tab, and then select 'Day'.

-Enter Day 31 of every 1 month(s).

Then proceed with the rest of the scheduling options.

When you select 'Day 31 of every 1 month(s)', the report will run on the last day of the month regardless of how many days are in the month.

Tom

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Routine Member - Level 1

Re: Reporting question - schedule for the last day of the month

You can use alot of the standard dates/schedules in concur.

In Intelligence, select the <MORE> option, and then <new schedule...>

I run a report that is close to last day of the month with the following.:

 

Capture.JPG

Play around with the standard options and you'll get something that works for you.

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Solution
Occasional Member - Level 2

Re: Reporting question - schedule for the last day of the month

@SandraA - Yes, If you have Concur Intelligence Reporting, the report can be scheduled to run on the last day of the month.

-Click the schedule button for the report that you want to schedule.

-Under Frequency, select the 'By Month' tab, and then select 'Day'.

-Enter Day 31 of every 1 month(s).

Then proceed with the rest of the scheduling options.

When you select 'Day 31 of every 1 month(s)', the report will run on the last day of the month regardless of how many days are in the month.

Tom

View solution in original post

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Routine Member - Level 2

Re: Reporting question - schedule for the last day of the month

Tom -

That's fabulous!   I'd no idea that would work.

 

 

Sandra Ahola
T-Mobile
Senior Analyst Travel, Card & Expense
US
https://www.linkedin.com/in/sandra-ahola-4704553/
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Occasional Member - Level 2

Re: Reporting question - schedule for the last day of the month

Hi TomV,

Does Intelligence (Cognos) have this capability as well ? We may be talking the same  reporting tool, but want to be sure your not talking about SAP Concurs new analytics platform that they are trying to migrate everyone too .

 

Thanks

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SAP Concur Employee
SAP Concur Employee

Re: Reporting question - schedule for the last day of the month

@ELEIBLE Tom is referring to Cognos Business Intelligence. 


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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