Delegate Approvers

[willaurich]

I'm trying to make a report that will identify all the delegate approvers my organization has in Concur. We have mandatory training for people who approve expenses in Concur and are having a hard time figuring out who the delegate approvers are because any approver can set them up whenever they want, permanently or temporarily, so it's hard to get a complete population to monitor for compliance with our training requirement. I've tinkered and created a report that uses the Approved by Delegate field and included the Delegate field so I think I'm getting most of the information, but there are high quantity of records that are approved by a delegate and a blank delegate field. Not sure what to make of that.  Any help would be greatly appreciated.

Thanks,

Will

[KevinD]

@willaurich I took a look at your Delegate Configuration and you have the option "Require approver role for approver delegation" turned on. This means that the only way someone could be added as an approving delegate is if they have the Expense Approver box checked on their profile. 

Why am I telling you this? Because every approving delegate is an Expense Approver, you can simply build a report in Cognos to see who all your expense approvers are. No need to get as granular as seeing Approving Delegates. If the training is for all those that will be approving, then it shouldn't matter if they are set up as an Approving Delegate because they will be set up as an Expense Approver. 

In your Cognos report, you can get the complete list of approvers by adding one data item to your report, which is Default Approver. You could also use the Lists>Employee Roles folder and add Employee and Role to the Cognos report then create a filter on the Role data item to only show Expense Approver. 

Let me know if you have any questions.