Report that shows approval flow

[RKhalil]

I’m looking for a report that outlines the current approval flow setup for each employee, including the employee name and the approval paths for both expense and invoice submissions.

Is there a standard report available in Cognos/Intelligence that provides this information? I would like to use this report to review approval workflows across all employees to ensure they are configured correctly.

Please let me know. Thank you.

[PoojaKumatkar · Accepted solution]

Hi @RKhalil ,

There is no specific standard Cognos report available that displays employee-wise associated approval workflows.

However, you may review the following standard reports to see if they meet your requirement.

1. Navigate to Reporting > Intelligence
2. Select Content > Team Content > Intelligence - Standard Reports 
3. Select Expense Processing (folder for Expense)/ Invoice (folder for Invoice) 
4. Click on the Workflow Aging - Details report
5. Input necessary prompts
6. Click Finish 
7. To export the file, click the HTML option at the upper left > select Excel or Excel Data

Attaching Analysis / Intelligence Standard Reports Catalog link for your further reference:

https://help.sap.com/docs/SAP_CONCUR/d314a525472c49548219b560516c9b8d/1c4ac806700b1014a46a108435d328...

Note - Below reports are available in both Expense Processing and Invoice folder

Note - If required, you can copy the standard reports and modify further as per your requirement.

Alternatively, you can try building the custom report below for Expense and Invoice, which should provide employee- and report/invoice-wise workflow step and approver details.

Role Required - Cognos Professional Author

If this answers your query, then please mark solution as accepted.

[KevinD]

@RKhalil remember that workflows are tied to a Policy and the Policy is tied to a group. A group can also have more than one policy tied to it, which means a group can technically have more than one workflow. It isn't super common, but can happen. So, an employee could be associated to more than one workflow if your site is set up that way. Just something to consider.