Reporting: Auto Approved (by Concur System) Expense Reports Due to Sample Review

[shanyce]

Hello!

My organization uses a Random Audit Rule of 10%, therefore some of our expense reports are bypassing the Processor and are auto approved by Concur.  How can I run a report/query in Intelligence to show these expense reports?  I'm not sure what data to select.

       

Thanks!

Shanyce

[MelanieT · Accepted solution]

@shanyce Hello!  I was able to take a look at your workflow set up, and reports with no exceptions are what skips the Processor step.  You can actually create a Query in the Process Reports like this:

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.

[MelanieT · Accepted solution]

@shanyce Hello!  I was able to take a look at your workflow set up, and reports with no exceptions are what skips the Processor step.  You can actually create a Query in the Process Reports like this:

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.

[KevinD · Accepted solution]

@shanyce in Cognos, you can use the data items highlighted in my screenshot below. From what @MelanieT mentioned, reports with no exceptions are the ones bypassing the processor approval. So, by adding Report Has Exceptions and then creating a filter on this data item to Show Only "N", you should only see those reports that didn't have any exceptions.

Don't worry that my screenshot looks different than yours. The data warehouse is exactly the same.

[shanyce]

This worked perfectly! Thank you so much for your advice/suggestions.