Reporting date from Custom Fields

[BriP25]

Hi, I've created some custom fields for our expenses (input) form.

How do I add information from these custom fields into a (modified) report using Cognos Analysis /Cognos Data Warehouse/Cognos Query Studio?   Where and how do I add the custom fields to the list of data in the screenshot below?

Thanks in advance

[KevinD]

@BriP25 this depends on which fields in SAP Concur you used for these Custom Fields. Did you use the Org Unit fields or the Custom 1, Custom 2, etc. fields? 

Also, have you ever used the Configuration report before? This report will show you the custom field label you created and which field within the SAP Concur configuration you mapped it to. 

Lastly, these fields in the data warehouse can be found in a couple of different places, but most commonly people pull them for the Expense>Expense Reports>Report Header Information>Additional Employee Details folder. In here you will see all the generic field names (Org Unit 1, Org Unit 2, Custom 1, Custom 2, etc.). You won't know from here which is which, so that's why you would use the Configuration Report (found on the Expense Admin screen), to see the mapping. Or, if you have time, you just start adding those fields to your Query Studio report and see what data appears. If it is what you need, keep it on the report, if not, just delete it. 🙂

[BriP25]

@KevinD Thanks for getting back to me. I've found the Custom Fields entry from SAP Concur Home/Administrator / Custom Fields  - screenshots below.   I've the option to add up to 12 Custom Fields (more than enough for what I need).   I've taken a look through the warehouse and haven't yet found where these fields appear (operator error not yet ruled out!) - I'll go back and take a closer look.

Thanks,

  

[KevinD]

@BriP25 so you are on our Standard version. I believe the first few custom fields you add will use the Org Unit fields in the data warehouse. When you are in the data warehouse, there should be a search field. Simply type in Org Unit and it will show you where these fields are in the data warehouse. 

[BriP25]

Thanks Kevin,

 I couldn't find a search feature but did expand the options and find the Org Unit fields but none appear to show the information/description that I've entered into a custom field as a test.  The new fields do appear at the start of a new claim (checkbox, text entry), and are editable for each individual expense under that claim.  The values under each expense item remain changed.   Would a claim need to be submitted and approved to be seen in a report configured in the Data Warehouse, or are submitted expense claims visible?  (This may be the issue as I'm only raising test claims and submitting them without them being approved.)  TIA

[KevinD]

@BriP25 unsubmitted claims can be found in the data warehouse. Just remember, if you create a claim today, it won't be available in the data warehouse until tomorrow. 

Also, I'm going to check on the Checkbox custom field you have and make sure how that data flows to the data warehouse. It might show as Y or N for Yes (if checked) No (if not checked).  If it doesn't you might want to consider changing the checkbox to a List and have two items in the list Yes and No. 

[KevinD · Accepted solution]

@BriP25 Okay, I found the fields in the data warehouse. If you go into the Expense>Expense Reports>Entry Information>Additional Entry Details. In there go to the Custom 1, Custom 2, Custom 3, etc. data items. This is where you will find your custom field data.