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ellenk
Occasional Member - Level 2

Run a report that shows submitted expenses over 60 days old

Hello -

We are looking for a report that can be run monthly showing expenses that are over 60 days old from the date that the report is submitted.

 

Ellen Kleinlein
1 Solution
Solution
KevinD
Community Manager
Community Manager

@ellenk if you can modify a standard report, you can build the report you are looking for. 

 

You would need to add these data items:

Employee Name

Report Name

Expense Type

Transaction Date

Last Submitted Date

 

You can add other data items as needed. 

 

Once you have added these, select first the Last Submitted Date then the Transaction Date. Use the Insert Calculation button to see calculation options. One option says Days between Last Submitted Date, Transaction Date. Select this. You will now see a new column in your report that will display the results of the calculation. You will probably want to move the column as it will be between the two date data items. 

 

Once you have this new column, select the column header. Click the filter icon and select Create Custom Filter. You should see Keep these values and Greater than. To the right of greater than, enter 60. This will return only entries that are over 60 days old from the date of submission. You can enter 59 if you want to include entries that are 60 days and older. See screenshot.

KevinD_0-1658935536035.png

 

Save the report in your My Content folder. See screenshot. You'll see the My Content folder once you click the Save button on the toolbar and select Save as. 

 

KevinD_1-1658935674055.png

 

Once saved, look for the house icon to go to the home page. You should see the newly created report tile. Click the three vertical dots. Select Properties. From here you'll see options, one of which says Schedule. Click this, then the Create Schedule button. You want to run it the first day of each month since there is one day delay in when data appears in the data warehouse. See schedule screenshot. 

 

KevinD_2-1658936095750.png

 

That should do it. 

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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View solution in original post

4 REPLIES 4
KevinD
Community Manager
Community Manager

@ellenk to better help you, I need you to answer a couple of questions:

1. Do you have access to Cognos reporting?

2. If you answered yes to question 1, how experienced are you with Cognos and building reports? 

 

The reason I ask is because building out the report isn't easily explained if someone isn't familiar with Cognos.

 

I'll await your reply.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
ellenk
Occasional Member - Level 2

Hello Kevin -

 

1. Yes, we have Cognos Reporting 

2. Our experience with building reports is limited. We've modified some of the standard Concur reports, but not built a report from scratch

Ellen Kleinlein
Solution
KevinD
Community Manager
Community Manager

@ellenk if you can modify a standard report, you can build the report you are looking for. 

 

You would need to add these data items:

Employee Name

Report Name

Expense Type

Transaction Date

Last Submitted Date

 

You can add other data items as needed. 

 

Once you have added these, select first the Last Submitted Date then the Transaction Date. Use the Insert Calculation button to see calculation options. One option says Days between Last Submitted Date, Transaction Date. Select this. You will now see a new column in your report that will display the results of the calculation. You will probably want to move the column as it will be between the two date data items. 

 

Once you have this new column, select the column header. Click the filter icon and select Create Custom Filter. You should see Keep these values and Greater than. To the right of greater than, enter 60. This will return only entries that are over 60 days old from the date of submission. You can enter 59 if you want to include entries that are 60 days and older. See screenshot.

KevinD_0-1658935536035.png

 

Save the report in your My Content folder. See screenshot. You'll see the My Content folder once you click the Save button on the toolbar and select Save as. 

 

KevinD_1-1658935674055.png

 

Once saved, look for the house icon to go to the home page. You should see the newly created report tile. Click the three vertical dots. Select Properties. From here you'll see options, one of which says Schedule. Click this, then the Create Schedule button. You want to run it the first day of each month since there is one day delay in when data appears in the data warehouse. See schedule screenshot. 

 

KevinD_2-1658936095750.png

 

That should do it. 

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
ellenk
Occasional Member - Level 2

Hi KevinD -

I guess we aren't as good as we thought. All the steps that you outlined make sense, but things within Cognos seem to have changed and now we don't find the tools available to modify the standard reports. Might you be available for a few minutes on Friday (29July) for a Webex?

 

Best regards,

Ellen

Ellen Kleinlein