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.

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 the California State University, Fullerton (p0031139ggge) link.

Under Public Folders click on California State University Folder.

Step 3: From there, click on the Financial Managers link.

Locate the Financial Managers Report and click on it.

Step 4: There are 6 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 5: 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 January 1st to April 5th. This means that only aging travel requests between a travel start date of January 1st and a travel end date of April 5th 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 6: Click on the Finish button.

Click on Finished in the bottom left-hand side 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.

Step 8: To download the report, click on the following in order on the top-right hand corner:

  1. HTML drop-down
  2. View in Excel Options
  3. View in Excel 2007 Data
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.

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

Step 10a: 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 10b: If you are using Internet Explorer, your browser will open a new window displaying the report as shown here.

Click on Aging Travel Request.xlsx.

If using Internet Explorer, it will display in a new window to download the report.

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.

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

Need more help?

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