So, I've been trying to find a report that will show me who is set as a delegate for specific expense profiles in Concur. Or, if not a report, a better way to look that up than going into each profile separately and clicking on Delegates. Has anyone found a way to do this?
@toriehigh there is a report you can build depending on what type of configuration you are on. If you are on our Professional configuration, you can use Cognos to build a report that will show the employee and who there delegate is, if they have assigned one.
Do you know if you are on a Professional configuration?
Sorry, I always forget to come back and reply. Yes, we are on the Professional config, and since I completed the reported training, I am ready to build something! I still struggle with finding all the pieces though, so I'd love it if you could tell me which ones would work best.
@toriehigh report building is tricky because there are so many data items and so many different ways our customer use Cognos, so there isn't a one size fits all answer.
If you give me some specifics, I can point you in the right direction.
P.S. When you reply here on the forum, don't forget to tag me by starting your reply with @KevinD. If you don't use the tagging, it will not notify my that you've replied.