Delegate Report?

[toriehigh]

Hello!

So, I've been trying to find a report that will show me who is set as a delegate for specific expense profiles in Concur. Or, if not a report, a better way to look that up than going into each profile separately and clicking on Delegates. Has anyone found a way to do this?

Thanks!

Torie

[KevinD]

@toriehighthere is a report you can build depending on what type of configuration you are on. If you are on our Professional configuration, you can use Cognos to build a report that will show the employee and who there delegate is, if they have assigned one.

Do you know if you are on a Professional configuration?

[toriehigh]

Hi Kevin,

Sorry, I always forget to come back and reply. Yes, we are on the Professional config, and since I completed the reported training, I am ready to build something! I still struggle with finding all the pieces though, so I'd love it if you could tell me which ones would work best.

Thanks!

Torie

[KevinD]

@toriehighreport building is tricky because there are so many data items and so many different ways our customer use Cognos, so there isn't a one size fits all answer.

If you give me some specifics, I can point you in the right direction.

P.S. When you reply here on the forum, don't forget to tag me by starting your reply with @KevinD. If you don't use the tagging, it will not notify my that you've replied.

[hirizarr]

@KevinD在Cognos professionalfor ge -请提供路径tting employee delegates and delegate for. Thanks

[KevinD]

@hirizarrhere is the path:Lists > Employee Information > Delegate Details.

Before adding items from this folder, be sure to add the data item Employee.

[hirizarr]

@KevinD- Thank you. I unfortunately don't see the path you provided. These are the available options:

Query Studio -> Concur Data Warehouse -> ?

OR

Analysis -> Standard Reports -> ?

[hirizarr]

@KevinD- Found it where you said it was, thank you.

It's under Query Studio -> Concur Data Warehouse -> Expense -> Lists (folder) -> Employee Information -> bring in Employee Name, then scroll down to Delegate Details (folder)