Accessing Concur Reporting (New UI)

These instructions cover how to generate a Concur report for your department/organization.

Note: These reports are available for the manager based on their access.

Table of Contents:

If you need assistance with logging into Concur, please go to Logging into Concur.

Generating a Report

Step 1: From the Concur dashboard, click on Reporting.

Based on the type of access that you may have, select either:

  • Intelligence
  • Intelligence BI Manager
From the dashboard click on Reporting and then select either Intelligence or Intelligence BI Manager.

Step 2: Your screen will refresh, and you will be led to the following SAP Concur page. Click on Team Content.

From the SAP Concur page, click on Team Content.

Step 3: From there, click on the California State University (p0031139gqge) folder.

Under Team Content, click on California State University Folder.

Step 4: From there, click on the appropriate folder. For example the Departmental Reports or the Financial Managers link.

Locate the Departmental Reports or the Financial Managers Report and click on it.

Step 5: There are different types of reports that you can run. For this example, we will select Aging Travel Requests available in the Financial Managers folder.

For this example, we will show how to complete the Aging Travel Requests.

Step 6: Your screen will refresh, and you will be presented with the following calendar to select the appropriate date range that you would like to pull a report from.

For this example, we selected March 1st to June 30th. This means that only aging travel requests between a travel start date of March 1st and a travel end date of June 30th will show up in the report when it is generated.

Note: The hourly ranges are recommended to be left as 12:00 AM to 11: 59 PM.

Fill out the calendar with the appropriate date range.

Step 7: Click on the Finish button.

Click on Finish at the bottom when done.

Step 7a: Your page will refresh, and your report will generate showing all Open Travel Requests from your selected date range.

The results from the Open Travel Requests Report will display.

Step 7b: There may be several pages of data. You will have the option to click on Top, Page up, Page down, and Bottom to view them all.

To scroll through the pages, utilize the arrows at the bottom of your screen.

Downloading a Report

Step 8: To download the report, click on the following in order in the top-left of your screen:

  1. Run (Play) Button
  2. Click "Run Excel"
To download the report, go to Add this report, then View in Excel Options, and View in Excel 2007 Data.

Step 9: Your page will refresh, and you will notice this loading screen. Please wait while your report is being generated.

Note: This may take a few minutes depending on the data.

The report will generate and it may take a few minutes.

Step 10: If you are using Google Chrome, your downloaded report should appear on the bottom.

Click on Aging Travel Request.xlsx.

The downloaded report will appear at the bottom of your screen.

Step 11: Your report will open in Excel, and you will now be able to see how many open requests you have within your department.

Note: Each line item is a request.

The Excel sheet will display and you can review the information.

Need more help?

Contact Concur Support at [email protected] or at 657-278-3600.