Configuring Reporting Preferences

Objective

After completing this lesson, you will be able to configure BI manager preferences.

Cognos Reporting Preferences Overview

If your company uses Analysis or Intelligence, you'll see the Reporting Configuration page. This page lets you enable BI Manager options and set a default fiscal year in Cognos.

When you select BI Manager field is Blank, the system populates the employee import with an employee ID, designating that employee as the BI Manager for the user.

If you select Display the Reporting menu option for BI Managers, any employee whose ID appears in a BI Manager field—either through employee import or User Administration—can access Cognos using the appropriate link in Travel & Expense. The employee listed as a user's BI Manager will receive Cognos data as if they are that user's manager.

Selecting Default to fiscal year in reports that support fiscal year aligns relevant reports and dashboards with your company's fiscal calendar.

The image displays a Reporting Configuration page. The Preferences tab is active, with the Fiscal Calendar tab beside it. A Save button appears at the top. The BI Manager Preferences section shows two checked options: use the default report approver when the BI Manager field is blank, and display the Reporting menu option for BI Managers. The Reporting Preferences section shows one unchecked option: default to fiscal year in reports that support fiscal year.

Configure Cognos Reporting Preferences

To access reporting configuration preferences:

Steps

  1. Navigate to Administration > Expense or Invoice and select Reporting Configuration.

    The image displays an Invoice Processing Admin interface with a menu on the left listing various configuration options, such as Reporting Configuration, which is highlighted, and a main section on the right showing descriptions for each option.
  2. Select the desired preferences and then select Save.

    The image displays the Reporting Configuration section of the Invoice Processing Admin interface, showing preferences for BI Manager and reporting settings, with checkboxes selected and a Save button at the top.