Ibm cognos analysis studio is the analysis tool for ibm cognos business intelligence. The deandepartment head will need to login to concur and go to their profile. Intelligence and reporting from sap concur youtube. Using query studio 9 open the web portal 10 creating a report 10 create a report 11 open an existing report 11 reports and package versions 11 add data to a report 12 save a report save a report using a different name or location 14 run a report 14 view a report in pdf format 16 view a report in csv format 16. Is daunting to think of starting from scratch, especially with no information on capabilities. May 31, 2017 drive better business performance using the right data at the right time. Then select the can use reporting box and then click save. Ibm cognos metric studio is the metrics tool for ibm cognos business intelligence. We deliver the data and tools you need, to control spendingeven before it happens. From the keep this version dropdown list, click email report. Reporting need help finding data fields sap concur. Sap concur simplifies travel, expense and invoice management for total visibility and greater control.
Cognos 8 getting started teaching new users how to use cognos 8 cognos connection user guide using cognos connection to publish, find, manage, organize, and view cognos content, such as scorecards, reports, analyses, and agents cognos 8 administration and security guide managing servers, security, reports, and portal services. Concur offers extensive reporting via the cognos based tools intelligence and analysis. In cognos report studio training you will learn basic and advanced report building abilities and active report controls. Accessing reporting in concur university of cincinnati. I want to add gl, cost center and the group the employee belongs to on the expense side. Cognos report studio training will give assurance that, you can have good knowledge in all kind of tools in cognos report studio. All departmental concur reports will be available under the 4 folders shown below. After clicking on the reporting tab it will bring the end user to the reporting home page. Concur travel and expense vs ibm cognos trustradius. Those reports will contain information for all those employees.
Jul 21, 2014 with concurs reporting tools, you can enhance outofthebox reports or create your own dashboards that give individual team members a look at the metrics that matter to them. Concur reporting training for travel and expense iprocon. In previous versions of ibm cognos business intelligence, report output in microsoft excel format was limited to a maximum of 256 columns by 65,000 rows. If so, you can build this report quite easily in cognos. It also allows you to extract and share reports in. When i add particular data elements together in one cognos report, i dont see any data or i dont see all of the data i expect to see. Under expense delegates the will need to add a new delegate if you are not already a delegate for the deandepartment head.
Create charts, ranks, and crosstabs by joining multiple data sources into one cognos report. Cognos query studio query studio is defined as a web based tool for creating queries and reports in cognos 8. For certain reports like the expense and travel overview that contains charts and graphs it is best to run in html or pdf. Aug 25, 2011 now when we run the report we see a pdf page that is of the correct heighttowidth ratio.
Not knowing your experience in cognos, i am going to give you a tip that may change your work life in regards to cognos reports for ever. Attendee details is stored in different table within concur warehouse however i do not see any primary key to be used as a join. Concur expense report key fields and use of the details menu. This request will return a formfieldslist parent element with a formfield parent element for each configured form field.
Authorization header with oauth token for valid sap concur user. For example, salespeople in different regions each need a report showing the sales target for their country or region. Scholarone manuscripts cognos reports user guide page 3 2019 clarivate analytics effective date. For more information on these and other useful reports, visit. For an uptodate list of environments supported by ibm cognos products, such as. User guide 3 view a report in excel 2000 format introduction 7 chapter 1. Reporting need help finding data fields sap concur community. Anyone in finance can have access to cognos to run reports for their division. Please use this tool as a reference before submitting a case to concur as these questions reflect many of the mostcommon questions that. Concur s reporting uses ibm s cognos reporting solution, a webbased tool that allows you to create queries, reports, and dashboards that can be run and viewed on desktops and mobile devices. Concur cognos is used to obtain information from concur by either running reports ondemand, or accessing customized reports that have been created by uc. Learn how to design advanced dynamic multipage reports.
The main use of this training to provide depth knowledge for understanding of cognos reporting. Select, yes to have concur travel notifications sent to that email account. Concur cognos reporting, office 360 mail merges credit card dunning noncompliant card holders and their supervisors will receive notices each month until card holder is in compliance. Cognos viewer showing the pdf report with correct ratio we can see that our report now fits onto a single sheet in pdf mode. For more information, see the ibm cognos business intelligence administration and security guide. Burst a report to distribute its contents to various recipients. Run a report 33 print a report 37 creating your own report templates 37 convert a report to a template 38 create a query studio template 38 techniques for creating accessible reports 39 techniques for creating reports for cognos office connection 39 managing your reports 40 the cognos 8 sdk 41 chapter 2.
November 2015 cognos is the name of the concur reporting tool and is updated with information from concur daily. Bursting is the process of running a report once and then dividing the results for recipients who each view a subset of the data. Utilise dashboards and reports built on bestpractices to deliver a more complete picture of your spend, so you can monitor trends, enforce policies and simplify your spend management. I cannot find a standard report that provides me this information and our company wants to be able to regularly pull reports to monitor if managers are delegating their approvals to lower level employees which is outofpolicy for our company.
Those reports will contain information for all those employees who report to that particular approver. Concur intelligence premium uses a cognos reporting tool to give users of all skill levels the ability to run their own reports, develop their own dashboards and. We have not had to change any fonts which means the html output of the report has not been altered. To specify a time to run the report, or for additional formats, languages, or defivery options, use advanced options. Sap concur quick start guide defense travel management. How to pull expenses submitted by a particular vp organization employees report in concur cognos. Without join while creating the report, cognos is automatically applying cross join and creating duplicate records. I have added all the fields custom 1 40 to the report and none of th. Selection of funding source car hotel taxi fright status feght intelligence. In addition to the preformatted standard reports, argus insight provides the report writer tool that you can use to create custom reports for ad hocspecial reporting requirements. Concur s consultative intelligence and analytics reporting services blend the indepth knowledge of your internal team, with the perspective of an outside expert, to help you better understand your travel, expense and invoice data. Curious on how the burstingid field was used in the employee import template we are investigating setting this up so we can burst reports to all users so they can see specfic report information for themselves rather then our ap team manually running these reports and carving out the specifc user details to send. Weve spent 10 years developing 100s of reports in cognos.
Cognos i about the tutorial ibm cognos business intelligence is a web based reporting and analytic tool. Cognos is the leading strategic supplier of enterprise business intelligence solutions and the first company to announce the sale of one million seats of business intelligence software. It also allows you to extract and share reports in multiple ways. Cognos is the name of the concur reporting tool and is updated with information from concur daily. Browsers treat excel report formats and pdf if it opens outside the browser as popups. Any approver in concur has been granted access to reporting. All of the items you mentioned are in the data warehouse and can be added to a cognos report. I am tasked with building reports using sap concur s implementation of ibm cognos report studio v10. Unlocking the power of data through concur intelligence. Uncover potential savings, and deliver valuable information via customized reports and dashboards.
Use vendor normalization to eliminate credit card data duplication and match every transaction to the relevant vendor so you can see exactly whats being spent with each airline, hotel. Experience with the sap concur data model and building single query reports with report studio using custom prompts andor calculations description. Intelligence lets you see a complete picture of your company spend by consolidating travel, expense, invoice, erp and credit card data. That means the data model is defined by the concur people. Although this remains as the default worksheet size, administrators can now. Software product compatibility report for cognos analytics 11. With concur s reporting tools, you can enhance outofthebox reports or create your own dashboards that give individual team members a look at the metrics that matter to them.
Our company is in the process of implementing cognos and the it project managers are issuing licences to other depts. Concur expense management, travel and invoice software. Click on the reporting tab or select help you are administering travel for. It is also used to run simple queries and reports as well. It is used to perform data aggregation and create user friendly detailed reports. For example, under ibm tivoli storage manager cognos reports, click status reports or trending reports to display a list of reports. Concur expense report key fields and use of the details menu six key fields in concur assist employees and approvers in defining whether an expense is a reasonable and appropriate business expense.
The chart below details what data is required, and where departments may desire to incorporate additional data for reporting and reconciliation needs. You use burst reports to send each salesperson only the information they need. Concur travel and expense, concur invoice and concur cliqbook last revised. You can download our training manual and go to page 174 to see. Hello all, i am using cognos report studio to create a report with. Utilize dashboards and reports built on bestpractices to deliver a more complete picture of your spend, so you can monitor trends, enforce policies and simplify your spend management.
If your company uses intelligence and if you have a cognos role cognos consumer. Managers that have expense reports submitted for their approval. Cognos online training cognos report studio tutorial for. Report writer is used to create a custom report by directly selecting data mart fields and applying filters on them. With a preconfigured bolton reporting business intelligence solution using powerplay and impromptu, concur s customers can access detailed analytical reporting and view transactional data in the most minute detail or broad trends. Use it to explore, analyze, and compare dimensional data. Has anyone utilized the burst reporting functionality within the cognos suite. November 2009 this document provides answers to the frequently asked questions received by concur s client support team. Frequently asked questions concur travel and expense, concur. When you run a report in an export format such as pdf, delimited text csv, microsoft excel spreadsheet software xls, the ibm cognos report name is used. The reports also help to identify the parties responsible for ensuring unexpensed activity in concur is posted in a timely manner. Fit pdf report output to page in ibm cognos bi report studio.
Analysis studio helps you answer business questions by finding meaningful information in large data sources. Concur has teamed with cognos to provide the best analytical and ad hoc reporting solutions in the industry. Unlocking the power of data through concur intelligence sap. Get a single, clear view into spend by combining travel, expense, invoice and credit card data analytics into one business intelligence system. Cognos report adding attendee to the report sap concur. Ibm cognos provides a wide range of features and can be considered as an enterprise software to provide flexible. Browsers compatible with cognos analytics knowledgebase. The config report is mainly used for finding what data item your custom fields are mapped to. Concur cognos reporting, office 360 mail merges service constraints workload increase in workload, such as back log due to power outages or fiscal year end. Subject cognos l professional vs business author level. Make better decisions with business intelligence tools that provide the insights you need.
Report id, employee id, name, approval status, amounts and the attendee details name and title. Click the reporting icon in the navigation menu and click common reporting. Report studio 23 planning reports 23 working in report studio 23 the user interface 23 basic report structure 25 working with objects 27 set options 28. When getting started with concur reporting, reference our recommended reports. Seamlessly connect to your concur travel, expense and invoice data. Cognos report studio training cognos report studio online. Me bile itineraries for business and personal trips. This is not just about putting spend numbers together, but also analysing behaviour to spot efficiency opportunities, a typical example being late bookers spending much more on flights than early bookers. Frequently asked questions concur travel and expense. Oct 10, 2015 during cognos online training at bigclasses, you will learn fundamental and advanced report building techniques using relational data models, methods of enhancing, customizing, and managing.
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