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 BI Manager
Step 2: Your screen will refresh, and you will be led to the following SAP Concur page. Click on Team Content.
Step 3: From there, click on the California State University (p0031139gqge) folder.
Step 4: From there, click on the appropriate folder. For example the Departmental Reports or the Financial Managers link.
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.
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.
Step 7: Click on the Finish button.
Step 7a: Your page will refresh, and your report will generate showing all Open Travel Requests from your selected date range.
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.
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"
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.
Step 10: If you are using Google Chrome, your downloaded report should appear on the bottom.
Click on Aging Travel Request.xlsx.
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.
Need more help?
Contact Concur Support at [email protected] or at 657-278-3600.