Running a report for Personal Expenses

[kimgreenberg38]

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.

[KevinD]

@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?

[katiegrant]

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" 

[KevinD]

@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.

[leedau]

@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:

1. Go to Reporting > Intelligence > Intelligence- Standard Reports > Persona Dashboard
2. Open the report titled Persona Dashboard
3. Click the report Expense Management Overview

   4. Next to the words Personal Expense Transactions select the paper icon

   5. Click Personal Transaction Details

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