looking fr a report that shows in and out of policy, in one report

[susankovac]

Hello!

I am looking for a report where I can see the in policy expense submissions as well as out-of-policy (with exceptions) for any given period. These both should be on one report. 

Thank you!
Susan

[PoojaKumatkar]

Hi @susankovac ,

Just a Q -

1. How you will you identify which expense reports are in policy and out-of-policy?

2. Is there any criteria or identifier which can be used to filter out these reports? what is that criteria? 

Like for example, if report contains exception msg = "out of policy/amount exceeded warning msg" then it will be considered as out of policy.

If there are no such exceptions in report, then it will be considered as within policy. 

Asking for my better understanding.

[susankovac]

Yes, that is correct. I will use "exception text" as out of policy. Thanks!

[KevinD]

@susankovac In Cognos you can build a report that would show the Employee Name, Report Name, Expense Entries, Amounts and you can also add data about exceptions. You can see Report Header level exceptions and entry level exceptions. 

How familiar are you with building Cognos reports?

[susankovac]

Hello! With your guidance, I will be able to create the report in Cognos. Thanks! 🙂

[susankovac]

Hello! Would like to follow up on our conversation. I would greatly appreciate some guidance. 🙂 Thank you!