cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Ashfia
Occasional Member - Level 1

Reporting/Intelligence - how to add Date prompts

How do I Date prompts to an existing report? I have a scheduled report to list all the "Paid Expenses" for the month at the end of the month. Some staff want a similar Adhoc report where they can select different travel start/end date ranges.  

1 Solution

Accepted Solutions
Josh
Routine Member - Level 2

Re: Reporting/Intelligence - how to add Date prompts

Hi @Ashfia,

Welcome to the Concur community!

To do this, you'll first need to click on the filter line of a report:

2018-06-26_14-45-20comm.png

 

 

 

 

 


Then, when the filter dialog comes up at the bottom, check this box:

2018-06-26_14-44-08comm.png

Save the filter, then save the report. The next time you or anyone else goes into the report, they will be greeted with a prompt to input a date filter.

Hope this helps!


Josh
2 Replies
Josh
Routine Member - Level 2

Re: Reporting/Intelligence - how to add Date prompts

Hi @Ashfia,

Welcome to the Concur community!

To do this, you'll first need to click on the filter line of a report:

2018-06-26_14-45-20comm.png

 

 

 

 

 


Then, when the filter dialog comes up at the bottom, check this box:

2018-06-26_14-44-08comm.png

Save the filter, then save the report. The next time you or anyone else goes into the report, they will be greeted with a prompt to input a date filter.

Hope this helps!


Josh
SAP Concur Employee
SAP Concur Employee

Re: Reporting/Intelligence - how to add Date prompts

Here is a link to a video on ConcurTraining.com which walks you through adding prompts to a report using Query Studio.  http://assets.concur.com/concurtraining/cte/en-us/cte_en-us_rpt_dynamic_date_range_prompt_query_stud...

Tiffany Redman, Senior Product Manager, Data Platform and Analytics