@amalmon and @KerstinR Here are steps to get this info from Cognos:
To create a report showing Payment Status and Approval Status that also lists all of the report details, take the following steps:
1. Go to Reporting > Analysis/Intelligence
2. Open Query Studio:
3. Click Concur Data Warehouse
4. Click Insert Data
5. Open Expense folder
6. Add the following fields by selecting them and clicking Insert
Expense > Commonly Used Fields: Employee, Expense Type, Payment Type, Entry Approved Amount, Report Name, Transaction Date
Expense > Lists > Payment Status: Payment Status
and/or
Expense > Lists > Approval Status: Approval Status
7. Select column header you wish to filter
8. Click yellow funnel in tool bar
9. Choose filters
10. Click Save
To export:
1. Click Run Report
2. Choose your format
You can also see these status' by going to Administration > Expense > Configuration Report > Workflows and then scroll down to Workflow Steps:
Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.
