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anareswari
Occasional Member - Level 2

Report by Vendor/Employee/Transactions

Hello,

 

I would like to know if in Concur we can run a report for the expense, which shows the information of the vendor, employee and the amount of the transactions?

Example : Employee X has expense with vendor ABC ($500). The amount of $500, can be in 1 or more than 1 transactions with vendor ABC. 

I need to analyze how many transactions we have with each vendor, with the total amount.

 

Thank you

7 REPLIES 7
KevinD
Community Manager
Community Manager

@anareswari this is possible. However, my question for you is have you used Cognos reporting? If not, it would be difficult to explain the details if you aren't familiar with Cognos. 

 

I'll await your reply. 


Thank you,
Kevin
SAP Concur Community Manager
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anareswari
Occasional Member - Level 2

Yes I do have the cognos reporting. But I don't know which report that I can use. 

KevinD
Community Manager
Community Manager

@anareswari you would build the report yourself. Have you built a custom report in Cognos before or have you just used Cognos to run reports?


Thank you,
Kevin
SAP Concur Community Manager
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anareswari
Occasional Member - Level 2

I usually just run reports from Cognos, never built report before

I think you can try the reviewing the Standard reports manual on the Concur Training site and look for a report that might work for you under the Expense Processing section.  You should be able to filter for the info you are looking for.   https://www.concurtraining.com/customers/tech_pubs/Docs/Cognos/DefaultRpts/Catalog.pdf

Nancy Murray
Agfa
pquan
Occasional Member - Level 1

Has this been answered? How do we build a custom report in Cognos? @KevinD 

KevinD
Community Manager
Community Manager

@pquan hello there. Because building Cognos reports is a bit more of a process than explaining something like creating a new expense report, I always recommend to our customers to attend our free training class on Cognos. Here is a link to read more about the class and when it is offered: https://community.concur.com/t5/Reporting-Hub/Business-Intelligence-Training-Sessions-Now-Available/...


Thank you,
Kevin
SAP Concur Community Manager
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