Reporting Tab

Role

Description

Budget Role for Cognos

The user assigned this role can access the Budget module in the Concur Insight (formerly Analysis/Intelligence) data model.

Group-aware: When assigning this role, one or more groups must be selected.

CAS Analyst

Role is retired.

Cognos Business Author

The user assigned this role:

  • Can use Concur Insight (formerly Analysis/Intelligence) to view data for reports submitted at all hierarchical levels within their assigned groups (as well as any data not group-related)

  • Are assigned the Business license type, which restricts the features to which they have access

  • Can:

    • Run existing reports

    • Create new reports or modify existing basic reports using the basic tool – Query Studio

Group-aware: When assigning this role, one or more groups must be selected.

Cognos Consumer
The user assigned this role:

  • Can use Concur Insight (formerly Analysis/Intelligence) to view data for reports submitted at all hierarchical levels within their assigned groups (as well as any data not group-related)

  • Are assigned the Consumer license type, which further restricts the features to which they have access

  • Can run existing reports, with read-only access

Group-aware: When assigning this role, one or more groups must be selected.

Cognos Professional Author
The user assigned this role:

  • Can use Concur Insight (formerly Analysis/Intelligence) to view data for reports submitted at all hierarchical levels (no group assignment required)

  • Are assigned the Professional license type, which allows access to all features

  • Can:

    • Run existing reports

    • Create new reports or modify existing basic reports using the basic tool – Query Studio

    • Create new reports or modify existing basic reports using the advanced tool – Report Studio

    • Schedule automatic report run

Group-aware: When assigning this role, one or more groups must be selected.

Consolidation Configuration Administrator

This role is used by companies using the Reporting Database that wish to consolidate the data from the current version and previous versions.

The user assigned this role:

  • Maps expense types and custom fields to a single consolidated definition

  • Can adjust other consolidation settings

NOTE: This role does not include access to Concur Insight (formerly Analysis/Intelligence).

Dashboard User

The user assigned this role can view the Best Practices Dashboard.

NOTE: This role is not associated with any of the Concur Insight (formerly Analysis/Intelligence) roles.