Reporting Number of Expense Reports Processed last year

[maryeriker]

I'm looking to create or find a report that will tell me how many expense reports my company processed each month and for how many employees over the course of 2024.  Does this report exist?  

[KevinD]

@maryeriker I don't know if exactly what you are looking for already exists, but I know you can build this report in Cognos. 

What I ask people with Cognos questions is to rate their level of experience with Cognos on a scale of 1-10. One being never used Cognos and 10 being very familiar with Cognos. What level would you say you are? The reason I ask is because typing out the details to someone with little to no experience would take a lot more typing that providing the steps to someone who is familiar to very familiar with Cognos. I just need to know what level of detail to provide you. 🙂

[PoojaKumatkar]

Hi @maryeriker ,

Like Kevin mentioned, I am also not sure whether such report exists or not, however, I have tried building custom report in our sandbox.

For your easy understanding refer below table regarding status change sequence and when it gets changed:

Status Change Sequence	Description (when it gets changed)
Not paid	report not fully approved
Processing Payment	fully approved but not extracted
Sent for payment	after report extracted from Concur
Payment confirmed	after payment imported in Concur

So basically, fully processed reports come under "sent for payment" status where all reports are fully approved and extracted from Concur. So, while building a custom report we need to consider "sent for payment" date. Regarding date range for which you want to extract a report we need to consider date prompt where you can easily select start date and end date. It could be month, quarter or year any date range. 

Now follow below navigations to create report. I will send report code on your email. For that please check my personal msg.

Required Role - Cognos Professional Author

• Under Team Content >> Click New + (top right) >> Report
• Select and double click Blank template >> select Concur Data Warehouse Source >> Open
• Click 3 dots (top right, beside Properties) >> Click 1st Option (Open report from clipboard) >> Popup window (click No) >> Copy paste Code given in my text file >> Click OK.
• Save report by clicking Save as (top left corner save icon)
• Run the report using Excel or Excel data option (top left 5th icon after edit option)>> select Start Date and End Date >> click finish on bottom

Note - This is just a basic report which will give you date range wise list of processed reports along with employee name and ID. 

Sample Screenshot from our sandbox:

Output (number of processed reports list) based on selected date range: 

If this answers your query, then please mark solution as accepted.