Ask Me Anything - Getting the Most out of SAP Concur Reporting with Cognos

cmakai · ‎May 7, 2024

I am on PTO next week so won't be able to attend 😞

Is this going to be recorded for "watch later"?

MitchellW · ‎May 7, 2024

Hello @cmakai, the beauty of our AMA events is that you can post your question ahead of time, right here, just as you did to ask the question above. There's no recording because the event is purely text that can be referenced at any time just by coming back to this event page and seeing what the conversation looked like.

Again, just because our Reporting experts are only going to be on on May 15th, doesn't mean you can't ask your question ahead of time to be involved even while on PTO.

cmakai · ‎May 8, 2024

Thanks @MitchellW ! I didn't realize I could ask questions ahead of the event! 🙂

Any tips on the topic of REBILL history?

For example, a user (our associate) submits an expense and notates that it's (fraud or) a disputed item, then they are provided a dispute credit by the card servicer. Once the card servicer has researched the transaction, they've decided it's a valid transaction and they rebill the associate for the charge. I can filter on Merchant name to pull anything with "FRAUD" or "DISPUTE" or "CREDIT" to see all of the debits and credits, but I don't know the best way to match up to the original transaction.

Is there any way to easily "identify" the original transaction within the reporting and link it up to the rebill? OR a tip on linking these types of things through key word(s)?

We've tried asking them to mark questionable transactions as Expense type Miscellaneous_Fraud but they don't typically do it on the initial charge, as most of our transactions are mapped by their MCC codes, so they're defaulted into an expected Expense type.

*Purpose for the report is compliance/potential fraud

ratanathong · ‎May 15, 2024

@cmakai Thank you for your question. In this above scenario, I would think you have 3 transactions total: 1. The original Charge, 2. The credit, 3. The rebill. You can use Standard "expense entry analysis" report to run and filter for that one associate. Hope that helps.

TammyK · ‎May 15, 2024

Hello,

Is it possible to insert a column to show all "Approved Amounts" in USD?

The default currency for all reporting is Euros set by our Global team so I can't submit a case ticket to change the default to USD as they want it Euros. I did figure out how to change our specific column to return the Approved amount value based on the country.

Our Finance Director runs the "Expense Entry Analysis" report to include Canada, Mexico and the U.S. Currently we are running it and then converting all amounts to USD.

My report name: Expense Entry Analysis Details_Prompts w-Badge+Facility+Group.

TanyaM · ‎May 15, 2024

Hi @TammyK Our reporting system cannot do conversions other than the one reporting currency, which in your case is Euros. I do have a link to share that might help you with the manual part in Excel. Hope this helps save you some time. https://www.simplesheets.co/blog/change-currency-excel

mimifung · ‎May 15, 2024

Hello, Posted Date is not available for a report built by us in Analysis. Is it correct? Or we did not do it right.

Thank you!

TanyaM · ‎May 15, 2024

Hi @mimifung - the posted date can be found in the credit card folder. You can add it to expense report data without issues.

JAllen · ‎May 15, 2024

Are there any plans for an Odata connector?

KevinD · ‎May 15, 2024

@JAllen if you mean to extract data from Cognos, then no. I've been at SAP Concur 15 years and we have not had any type of connector option for Cognos.

Thank you,
Kevin
SAP Concur Community Manager
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aurober · ‎May 15, 2024

Is there any way to write the daily meal per diem audit rule to look at the attendee amounts vs. the expense amount?

KevinD · ‎May 15, 2024

@aurober hello there. This Ask Me Anything is focused on our Cognos reporting specifically. For your question, if you would kindly post it in the Admin Group, I'll get to it after we are done here. 🙂

Thank you,
Kevin
SAP Concur Community Manager
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shiraa2 · ‎May 15, 2024

How does one assign report permissions to a particular user or group?

ratanathong · ‎May 15, 2024

Hello @shiraa2 you can go to the report > properties > permissions > click on "+" to add. Please refer to this attached PDF for further reference.

shiraa2 · ‎May 15, 2024

thanks @ratanathong

Please repost the PDF attachment.

ratanathong · ‎May 15, 2024

Hi @shiraa2 it was in a screenshot instead of PDF. I see you are not able to load "users/group". Let me test on a report, and I will be glad to get back at you shortly. Thanks!

ratanathong · ‎May 15, 2024

shiraa2 · ‎May 15, 2024

I followed the instructions but there is not group, user or role available to select. please see attached screenshot.

Also, my assigned role is Cognos professional author

ratanathong · ‎May 15, 2024

@shiraa2 Hello again, I want to clarify that this screenshot instruction is applied to the folder level. Also kindly note that in order to manager permissions on a folder, you must be the one who created the folder. If there is specific report you want to restrict others from accessing, I suggest creating a new folder and move the report to that folder. You can then manage folder permission following the instruction above.

Lastly, you may not be able to select new users/groups, but merely modify the rights of the users by changing their access type to "Read, Run, Write, Full, etc." I hope that helps and thank you for time joining Ask-Me-Anything Cognos Event! Have a great day.