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

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.

Step 3: From there, click on the appropriate folder. For example the Departmental Reports or the Financial Managers link.

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

Step 6: 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 on the top-right hand corner:
- HTML drop-down
- View in Excel Options
- 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.

Step 10a: If you are using Google Chrome, your downloaded report should appear on the bottom.
Click on Aging Travel Request.xlsx.

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.

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.