I am in the process of building a report to show expense reports that were approved and by who.
I've been mostly successful, but seem to have hit a wall on a couple of items:
- I am getting duplicate results (ie. the same expense report is showing up twice in the report output). Not quite sure why
- The approver filter on the prompt screen I built isn't just limited to showing actual approvers, it has everyone in Concur listed.
On the first point - I have no idea what's going on here. I'm using the following fields in the Query:
- Step (filtered to Cost Object Approver; we use COA workflow); this data point is not used on the report page and is only used for filtering
- Employee Assigned to Step
- Step Action Date/Time (formatted to only show the date; we don't care about the time for this report)
- Employee
- Report Name
- Total Approved Amount (rpt)
- Approval Status (filtered to only show 'Approved'); this data point is not used on the report page and is only used for filtering
On the second point, I built a filter on the prompt screen to search specific approvers. However, I think the data point I'm using (Employee Assigned to Step) lists all users in Concur. I'd like to either filter it to only show people that have approved reports OR see if there's another data point I don't know about that could be used instead.
Hopefully I've provided enough detail and someone can help!
