Scheduling Reports to pull data from previous fiscal period?

[m_rose]

Hello, 

I am new to the system and am wondering if there is a way to schedule a monthly report that includes data only from the previous fiscal period. The dates of the first day of each fiscal period are not static (ie can not be assigned to the Yth of every month or first X-day of every month) but are known in advance. 

Is there a way to schedule reports using the fiscal calendar? Or is the capability limited to static start dates? 

[KevinD · Accepted solution]

@m_rose if you configure your fiscal calendar in the system (see first screenshot) you can use the pre-defined filters from Cognos (see second screenshot). 

This is just an example of the fiscal calendar configuration

[Lpere243]

Hello Kevin, as a delegate, can I do this reporting for my Boss? Or how do I pull a report with all the receipts for tax pourposes in Germany? Thanks in advance

[kelseymast]

Hi @KevinD. I added the Fiscal calendar into my Concur Expense  system earlier this week. Now, when I try to add the fiscal MTD filter to the Expense Entry Analysis Details report, it only pulls in some of the data as opposed to all of the data (missing specific Expense Groups (Custom 21) vs. when this filter is not applied). Am I missing something? 

[KevinD]

@kelseymast were you trying to reply to the last post I made for you? This is a different thread. Or are you needing help with two different fiscal month issues?

[kelseymast]

@KevinD two different fiscal month issues....can you tell I am new at this 🙃 This one is unrelated to the accrual report, so I expected it to be pretty straightforward, but having issues with the data when I add the fiscal MTD filter to my expense entry report. Before adding the filter, I can see there are transactions during the previous month related to all of our Expense Groups (custom 21). After adding the filter, some of these Expense Groups go missing. 

[KevinD]

@kelseymast since it is near the end of my work day and I don't want to forget, can you send me a private message with the name of this report. That way I can go into Cognos as you and open it for myself to snoop around? Just click my username (KevinD) then Message to PM me.