Reporting

UA uses the Reporting: Intelligence module to generate reports from information captured in all areas of the Concur platform. Intelligence is a robust reporting tool based on Cognos software.

Intelligence includes general reports written for all Concur clients and reports written specifically for UA. Since the Concur platform is configured to fit UA needs, users may find some of the general reports less useful.

UA has a limited number of reporting licenses available. Since these are shared system-wide, they are assigned to users judiciously and sparingly. Reporting licenses are primarily given to financial managers, campus travel finance offices and other personnel that need regular direct access to travel finance information for an entire department or campus.

All BI Managers (e.g. Default Approvers) have access to the Concur Reporting module as well. However, information in their reports is limited to users that fall under their manager hierarchy. For example, a supervisor receives information on their employees as well as anyone those employees supervise.

Reporting users can assign two reporting delegates who have access to run and schedule reports. Concur provides an error message if the user attempts to assign the permission to more than two delegates.

Add Delegate

  1. Navigate to the upper right-hand corner of the Concur dashboard and select the Profile drop-down menu
  2. Click "Profile Settings"
  3. Select "Expense Delegates" from the Profile Options menu
    Or
    Click the "Request Delegates" or "Expense Delegates" link in the left-hand navigation pane
  4. The 鈥淒elegates鈥 tab is individuals assigned as delegates to your account
  5. Click 鈥淎dd鈥 then search for and select the desired delegate鈥檚 name
  6. Assign the "Can Use Reporting" permission and click 鈥淪ave鈥

Act as a Delegate

To act on behalf of a reporting user as a delegate

  1. Login to your UA Concur account
  2. Navigate to the upper right-hand corner of the Concur dashboard and select the drop-down menu on Profile
  3. Under 鈥淎cting as other user,鈥 search for an approver by name, UA ID or email address
  4. Select the approver and click 鈥淪tart Session鈥
  5. To select a different account, follow steps 2-4 again (you do not need to end the current delegate session)
  6. To end delegate session, open the Profile menu and click 鈥淒one acting for others鈥

Hot Tip: When accessing a user鈥檚 account as a delegate, verify that 鈥淎cting as <user鈥檚 name>鈥 replaces "Profile" in the upper right-hand corner.

  1. Log in to Concur
  2. Select 鈥淚ntelligence鈥 or 鈥淏I Manager鈥 from the Reporting module drop-down menu
    1. Intelligence is the only option if user is either a BI Manager or a reporting license holder
    2. If both options are available, 鈥淏I Manager鈥 pre-filters the reports to only users that fall under that manager鈥檚 hierarchy
  3. The SAP Concur Cognos connection opens in a new window

Resources

Topic Description UA Guide
Team Content
  • Where do we find reports built for UA?
  • How do we add reports to "My Folders"?
PDF
Run a Report
  • How do we view a report?
  • Can we save a report for later viewing?
  • Can we view the report in a specific format (e.g. Excel or PDF)?
PDF
Schedule a Report
  • How do we set a regular schedule to run a report?
  • Can we schedule a report to send as an email?
PDF

 

SAP Concur offers additional resources including training webinars for Reporting: Intelligence. Visit their for more information.