Concur Training May 28, 2019 - REPORTING

Reporting Enhancements – a Closer Look

Reporting Enhancements - Request Report Name Enhancement Completed Enhancement in Development Comments Approved Travel Request by Employee Prompt for Date Range Adding Speed Type Multiple Employees can be selected or can be left Blank Approved Requests Speed Type Prompt for Policy & Date Range Adding Report Header Comments Pending Approval Requests

Reporting Enhancements - Expense Report Report Name Enhancement Completed Enhancement in Develop Comments Approved Transactions with Header Comments CC, DBC & Reimb Trip Details Business Justification Date Prompt Approved Transactions with Line Comments CC, DBC & Reimb Line Comments Download to Excel Report NOT downloading to Excel (Due to formula to bring in line comments & not duplicate Amount)

Reporting Enhancements – Expense Report Report Name Enhancement Completed Enhancement in Develop Comments Submitted Pending Approval Transactions CC, DBC & Reimb Trip Details Business Justification Adding Line Comments Line Comments are available in Approved Transactions Report Unsubmitted Transactions CC & DBC Unassigned Transactions Expense Report by Speed Type Prompt for Date Range Adding Report Header Comments Comments are available in Approved Transactions Report Approved Expense Report by Employee Date Range & Multiple Employees

Reporting – Campus User Reports Modified Reports are available in Version 2 Updated First Version Reports are available for Reference (will be REMOVED)

Reporting – Campus User Reports Version 2 UPDATED Reports will display transactions for your Direct Reports If you are a Delegate for Reporting Log in Act as the Delegate and then access Reporting

Reporting – Approved Travel Request Reports

Reporting – Approved Travel Request Reports

Reporting – Requests Pending Approval

Reporting – Requests Pending Approval

Reporting – Travel Requests by Employee

Reporting – Travel Requests by Employee Only Employees who have Expense Reports are in the Prompt List

Expense Report by Speed Type with Prompts – can select Multiple Speed Types Only Speed Types that have been used in Expense Reports are in the Prompt List

Expense Report by Speed Type with Prompts – can select Multiple Speed Types

Expense Report by Speed Type – fields in UDataglance

Questions ? askconcur@udel.edu Thank You Questions ? askconcur@udel.edu