Cognos Report Showing Cardholders

[gmort]

Hello, 

I am working on a report and I need it to show whether someone has a credit card assigned to them. I can't figure out what to put in the query, if this is even possible. The end goal of the report is to show who is submitting out of pocket expenses when they should be charging their card. 

I know that I can get a report of cardholders, but I'm specifically looking for what to put in a Cognos report that would show expense type, report name, etc but also if that employee has a card assigned to them in Concur. Is this possible?

Thank you!

[KevinD]

@gmort I think you would need to create a report with a Join. Having credit card data items and then expenses paid as Cash/Out of Pocket make it so data won't display in a normal List (columns and rows) report. 

Are you familiar with Joins? They can be tricky. I'm asking a colleague about any resources we might have about them. You probably could also Google Creating a Join in Cognos or even use ChatGPT to see what comes up.

[gmort]

Thank you! I think I can figure out a join, the main issue is that I don't know what data item to use. What's the field called that would show whether someone has a card assigned to them? Thanks!

[KevinD]

@gmort If you go into the Data warehouse and look under Expense>Expense Reports>Credit Card>Credit Card Accounts you will see all the data related to credit card accounts. Here you could add Employee, Name on Card or Last Four digits. By doing this, if that employee has a credit card assigned, then Name on Card and Last Four Digits will show data. If not, these would be blank, meaning they do not have a card.

I've included a PDF discussing Joins, just in case. 🙂

[gmort]

Hi Kevin, I thought of that and tried it. Unfortunately, it only shows the last 4 if the payment type is Corporate Card.  I'm trying to just get a y/n on "has company card"  regardless of payment type. Thanks for the pdf, I'll look into it!