Financial Managers Report

These instructions cover how to generate a report from the Financial Managers folder 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
Click on Reporting and then select Intelligence

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

Concur reporting interface with columns on the left hand side.

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

Folders listed that contain reports under Team Content

Step 4: Next, click on the Financial Managers folder.

Folders listed that contain reports under Team Content

Step 5: There are multiple types of reports that you can run. For this example, we will select Aging Travel Requests.

For a description about each report, go to Type of Reports

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 Finished in the bottom left-hand side when done.

Step 8: 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 9: 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.

Step 10: To download the report, click on the following in order on the top-left:

  1. Run (Play) button
  2. Run Excel
Download report options showing the option to run in excel.

Step 11: 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 12: 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 13: 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.

back to top

Type of Reports

Location: California State University, Fullerton Folder > Financial Managers Folder

There are different types of report that can be run. Below is a list of common type of reports.

Aging Expense Reports

  • This report includes Open Travel Expense Reports and P-Card Expense Reports.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Aging Expense Reports   

Aging Travel Requests

  • This report includes any open travel request that has an end date of entered end date or earlier.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Aging Travel Requests  

All Returned P-Card Expense Reports by Reason Code

  • This report includes any P-Card Expense Reports that were sent back by the processor.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > All Returned P-Card Expense Reports  By Reason Code

All Returned Travel Expense Reports by Reason Code

  • This report includes any Travel Expense Reports that were sent back by the processor.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > All Returned Travel Expense Reports  By Reason Code 

Expense Accrual by Posted Date Range (Child)

  • This report includes any p-card itemizations (unassigned and not submitted).
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Expense Accrual by Posted Date Range (Child)

Expense Accrual by Posted Date Range (Parent)

  • This report includes any unreconciled p-card charges (unassigned and not submitted).
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Expense Accrual by Posted Date Range (Parent)

Expense Accrual by Posted Date Range (Parent) with Status Filter

  • This report includes any unreconciled p-card charges (unassigned and not submitted), with an additional option to filter by status.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Expense Accrual by Posted Date Range (Parent) with Status Filter

Submitted Travel Request Status

  • This report includes both travel and blanket travel requests that have been submitted and their submission status, with an approval status filter.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Submitted Travel Request Status

Submitted Travel Requests

  • This report includes both travel and blanket travel requests that have been submitted, and their submission status.
  • Report Location: California State University, Fullerton folder > Financial Managers folder > Submitted Travel Requests

back to top

Need more help?

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