Accessing Concur Reporting
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
![Select the Reporting tab](https://media.screensteps.com/image_assets/assets/005/317/157/original/1fcaf9dc-86c0-44ee-b23d-c21ea6119a37.png)
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.](https://media.screensteps.com/image_assets/assets/005/317/961/original/7447ec5e-6da2-4cee-a2eb-2c44c9111772.png)
Step 3: From there, click on the California State University (p0031139gqge) folder.
![Under Team Content, click on California State University Folder.](https://media.screensteps.com/image_assets/assets/005/318/018/original/806c6670-f844-47b8-8e41-c2a72924f8f5.png)
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](https://media.screensteps.com/image_assets/assets/005/318/020/original/c715d0df-6b37-4574-a606-381dcb7b401c.png)
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.](https://media.screensteps.com/image_assets/assets/005/318/156/original/9ec5b033-b823-462e-95d2-281554e5788d.png)
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.](https://media.screensteps.com/image_assets/assets/005/318/190/original/723b5290-155b-4c13-96f7-14665c58f708.png)
Step 7: Click on the Finish button.
![Click on Finish at the bottom when done.](https://media.screensteps.com/image_assets/assets/005/318/215/original/26de35ae-eca1-418e-b1aa-e2e79398d93d.png)
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.](https://media.screensteps.com/image_assets/assets/005/325/219/original/547b868c-68fc-4c6a-9f45-43a7dd0d7ba6.png)
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.](https://media.screensteps.com/image_assets/assets/005/328/283/original/991edbb7-3481-4661-aaf5-d9e92feb896d.png)
Downloading a Report
Step 8: To download the report, click on the following in order in the top-left of your screen:
- Run (Play) Button
- Click "Run Excel"
![Select the run icon and then Run Excel](https://media.screensteps.com/image_assets/assets/005/328/398/original/d7934a08-969f-4e56-ab65-6437047d47bb.png)
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.](https://media.screensteps.com/image_assets/assets/002/716/988/original/d8f8fab3-a450-459c-9935-53ff2588aa45.png)
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.](https://media.screensteps.com/image_assets/assets/005/328/405/original/0a328d1b-df6c-416a-bce3-4542840b5f56.png)
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.](https://media.screensteps.com/image_assets/assets/005/329/853/original/434a5e7c-8736-4069-96c6-bb2620fe6967.png)
Need more help?
Contact Concur Support at [email protected] or at 657-278-3600.