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Analysis is a Cognos-based reporting platform for Professional Edition customers, giving you access to 153 standard reports and Query Studio for custom report building. This guide gets you oriented, explains your reporting role, and points you to the right resources.
Welcome to SAP Concur Analysis. As a Cognos-based reporting platform, Analysis gives you access to a focused library of standard reports along with the flexibility to filter, sort, group, and build custom calculations using Query Studio. This guide will help you get oriented, understand what is available to you, and point you to the right resources to go further.
What Analysis Gives You
Analysis is built on the same Cognos platform as Intelligence but is designed for organizations that need targeted Cognos-based reporting capabilities. Here is a quick overview of what you have access to:
153 standard reports covering expense, travel, and invoice data
Query Studio for filtering, sorting, grouping, and creating custom calculations
The ability to run reports in the background so you can continue working while large reports are being processed
Tools to organize your reports using folders and move or copy reports as needed
Note: Analysis does not include standard report editing, scheduling, bursting, or Persona Dashboards. If your organization needs these capabilities, contact your SAP Concur account representative to discuss upgrading to Intelligence.
Understanding Your Reporting Roles
Access to reports and functionality in Analysis is determined by the role assigned to your account by your SAP Concur administrator. The key roles are:
Cognos Consumer
Run standard reports only. Cannot modify or build reports.
Cognos Business Author
Run reports and use Query Studio to filter, sort, group, and create custom calculations. Cannot modify standard reports in the Report tool.
Tip: Not sure what role you have? Check with your SAP Concur administrator. Your role determines what you can see and do within Analysis.
Navigating Analysis
Analysis opens in the Cognos interface. From the home screen, you can access:
Team content — your organization's shared standard reports
My content — your personal saved reports and folders
Recent — the reports you have accessed most recently
Standard reports are organized into folders by category. To run a report, navigate to the appropriate folder in Team content, hover over the report name, and click the Run icon.
Note: This video references Intelligence, but the navigation experience is the same for Analysis users.
Working with Your Reports
Running a Report in the Background
For larger reports that take time to process, you can run them in the background and continue working while results are generated. Your report will be waiting for you when it is ready.
Creating Folders
Keeping your reports organized in folders makes it easier to find what you need. You can create personal folders in My content to store reports you use regularly.
Moving and Copying Reports
You can move or copy reports between folders to keep your content organized as your needs evolve.
Creating a Report View
A Report View lets you create a personal copy of an existing report with your own saved filter settings, without changing the underlying report for others. This is the recommended way to personalize standard reports in Analysis.
Using Query Studio
Query Studio is your report-building tool in Analysis. With it you can filter, sort, group, and create custom calculations on your report data to get a more precise view of what you need.
For a comprehensive step-by-step training walkthrough covering navigation, creating a list report, and building a chart, visit the Query Studio Step-by-Step Training . This 45-minute session is a great way to get hands-on experience and build confidence in the tool.
That's your foundation for working in Analysis. For more training, visit the Reporting Hub on the SAP Concur Community. If your organization's needs have grown beyond what Analysis offers, contact your SAP Concur account representative to discuss upgrading to Intelligence.
Unlock the Full Power of Your Data
SAP Concur Data Services and Consultative Intelligence give your organization access to advanced reporting capabilities, custom report development, and dedicated analyst support. Learn more about Data Services and Consultative Intelligence.
Have a question? Visit the Intelligence FAQ on the SAP Concur Community for answers to common questions across the full guide.
I am our Community Strategy Retention & Demand Senior Manager here at SAP Concur, and have been with SAP Concur since 2017. Some of you may recognize me from the "original Community", the LinkedIn Client User Group, which I managed and moderated. I am thrilled that we now have this evolution of Community available and hope you are taking full advantage of our resources, groups, and forums. Please reach out to me if you have any questions or concerns about our Community, or just to say hello!
