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vincentjiang
Occasional Member - Level 1

Cognus Query Studio - How to exclude submitted credit card claims?

Hi,

 

May I ask if I can exclude the submitted credit card claims when I'm generating the report? 

 

I think I can only use items under "credit card" function, otherwise "unassigned to report" item would disappear (For example, if I use payment status under other function, the Unassigned to report item would disappear). 

 

vincentjiang_0-1620008182174.png

 

 

Kind Regards

 

Yuxuan Jiang

2 REPLIES 2
KevinD
Community Manager
Community Manager

@vincentjiang I think one thing you could consider is using the Approval Status as one of your data items. Then what you could do is filter the report to Show Only Unsubmitted claims.. That way you would only being seeing credit card claims that are not yet submitted. Give that a try and see if it gives you what you need.


Thank you,
Kevin Dorsey
SAP Concur Community Manager

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vincentjiang
Occasional Member - Level 1

Hi Kevin,

 

Thanks for your reply.

 

The solution can't work because the unassigned amount would be excluded after approval status is used. And unassigned amount  also include unsubmitted  claims. 

 

Kind Regards

 

Vincent Jiang