This thread is now closed. If you'd like to continue to the discussion or ask a question visit our forums.
This event is now closed. If you have additional questions about Reporting, check out our Reporting Hub, or ask your question in the Additional Products Forum.
Please join us on Wednesday, May 15 from 11am – 12pm Pacific where @ratanathong and @TanyaM from the SAP Concur Reporting team provide answers to some of the most commonly asked Reporting questions and a few tips and tricks they find helpful for building reports with maximum impact.
This is an interactive “Ask Me Anything” event! Meaning, during this event, you will have the opportunity to ask our reporting experts any questions you might have regarding Reporting in our event thread below. Think of this like a mini-Fusion session where you can chat with our Reporting subject-matter experts and gain keen insights simply by commenting and asking them in line (below). They will answer them on May 15th at 11am PT.
Some items of importance:
So, get your reporting questions ready and we will see you on May 15.
I am on PTO next week so won't be able to attend 😞
Is this going to be recorded for "watch later"?
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.
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
@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.
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.
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
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!
Hi @mimifung - the posted date can be found in the credit card folder. You can add it to expense report data without issues.
Are there any plans for an Odata connector?
@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.
Is there any way to write the daily meal per diem audit rule to look at the attendee amounts vs. the expense amount?
@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. 🙂
How does one assign report permissions to a particular user or group?
Hello @shiraa2 you can go to the report > properties > permissions > click on "+" to add. Please refer to this attached PDF for further reference.
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!
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
@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.