1. Concur Training
May 28, REPORTING

2. Reporting Enhancements – a Closer Look

3. 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

4. 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)

5. 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

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

7. 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

8. Reporting – Approved Travel Request Reports

9. Reporting – Approved Travel Request Reports

10. Reporting – Requests Pending Approval

11. Reporting – Requests Pending Approval

12. Reporting – Travel Requests by Employee

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

14. 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

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

16. Expense Report by Speed Type – fields in UDataglance

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