Location Reports

This quick guide will show you how to run a location report and a query. These instructions are for Risk Management purposes.

Click on any of the links below to skip ahead to that section.

Table of Contents:

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

Location Reporting

Step 1: Log into Concur and go to Reporting, then Intelligence tab.

Concur Dashboard. The reporting tab on the right-hand side has been clicked on, and it created a drop-down with three options labeled "Travel Reports," "Intelligence," and "Intelligence - BI Manager." The option labeled "Intelligence" is highlighted and has a green arrow pointing towards it.

Step 2: Select California State University, Fullerton (p0031139gqge).

Concur Intelligence dashboard. The option labeled "California State University, Fullerton" is highlighted and has a green arrow pointing towards it.

Step 3: Select Risk Management.

California State University, Fullerton tab has been opened. There is a green arrow pointing towards the Risk Management option at the very bottom.

Step 4: Select “Search by Location Report”.

Risk Management tab has been opened. There is a green arrow pointing towards the "Search by location report" option.

Step 5: Select your options for the report.

Country, State/Providence/Regions, and City are optional.

If you do not want to search by dates, uncheck the Date Begin and Date End options.

To get an exact match for City, click the Options link and select your preferred search method.

Select Finish.

Your report will be displayed.

Zoom in to the City option. The option tab is clicked on, and it is displaying four separate options to choose from. There is a green arrow pointing towards the finish option.

Location Queries

Go through each line item to understand the process of location queries. 

Run a Query

Step 1: Go to Requests, then Process Requests.

Concur Dashboard. There are two highlighted options. These two options are "Requests," and "Process Requests." Both options have green arrows pointing at them.

Step 2: Select Run Query and choose the Query you would like to run.

The results will display.

Approved requests page has been opened. There is a green arrow pointing towards the "Run Query" option on the left-hand corner.

Edit a Query

Step 1: Go to Requests, then Process Requests.

Concur Dashboard. There are two highlighted options. These two options are the requests tab and the process requests tab. They both have green arrows pointing at them.

Step 2: Select Create/Manage Queries and select the query you want to modify.

Approved Requests dashboard. There is a green arrow pointing towards the "Create/Manage queries" tab. When clicked on, it created a drop-down menu that shows a mouse clicking on the "Location - By city" option.

Step 3: Once modifications are complete, click Save.

Re-run your query to see updated results.

Edit Query dashboard. On the top right-hand corner, there is a save option that is highlighted and has a green arrow pointing towards it.

By City

Step 1: Modify Cities: Select By City from Query Name.

Use search fields on the right-hand side.

Select the updated city.

You will need to update all 3 city fields.

Edit query tab. There are multiple editing fields. It displays an option to specify the country and city as highlighted in green.

By Country

Step 1: Modify Country: Select the By Country field from Query Name

Select the Country from the right-hand side.

You will need to update all 3 country fields.

Add a query tab. It displays multiple editing options, with an emphasis on adding the country field.  There is also a drop-down list of every country in the world.

By State

Step 1: Modify State: Select the State field from Query Name.

Select the *CSUF-State from the right-hand side.

Edit Query tab. It displays multiple editing options, with an emphasis on selecting a state. There is a custom lists tab that shows a green arrow pointing towards the following option, "CSUF-State."

Step 2:

Select the State from the right-hand side.

Edit Query tab. On the lower right-hand side, there is a list of multiple states in the United States. It is highlighted in green with a green arrow pointing towards it.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.