This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
I'd like to create a report to show all the expenses allocated to "Personal Expenses" , is this possible? I saw one solution where I could find it in Expense Entry Analysis Details but Persona Expense is not listed as an expense type.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@kimgreenberg38 are you using Cognos reporting or our Analytics reporting? When you log in to SAP Concur at the top of the screen under Reporting, what does it say?
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
I would also like to know if its possible to create a report to show all the expenses allocated to "Personal Expenses". When I login to SAP Concur at the top of the screen under Reporting, it says "Intelligence"
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@katiegrant the Intelligence option will launch the Cognos tool where you can build reports. I take it you haven't used this before.
I would highly suggest taking our free webinar on Reporting. It will give you a good look at how the tool works. Here is a link to where you can find the upcoming webinars: https://www.concurtraining.com/cnqr/cognos-11-registration. You will want to scroll to the bottom of the page.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@kimgreenberg38 @katiegrant Thank you for your post. You create a custom report and add a filter to show only Personal Expenses. Or you can view Personal Expenses on the Expense Management Persona Dashboard, which will allow you to drill through to a detailed report. See the instructions below.
To locate the report that shows all personal expenses year-to-date take the following steps:
4. Next to the words Personal Expense Transactions select the paper icon
5. Click Personal Transaction Details
Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.