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
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 appropriate folder. For example the Departmental Reports or the Financial Managers link.

Locate the Departmental Reports or the Financial Managers Report and click on it.

Step 4: There are different types of reports that you can run. For this example, we will select Aging Travel Requests.

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.

Downloading a Report

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.

Need more help?

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