ash_tree
Routine Member - Level 1

Allocation report in Analysis reporting tool

Hi.

We need to run a report in Analysis that shows expenses with allocations. (only expense reports that have not been processed yet). Does anyone know if this exists? Thank you.

1 Solution
Solution
KevinD
Community Manager
Community Manager

@ash_tree I don't recall seeing a standard report for allocations, but you can build this out yourself. The only thing is if you are using Analysis, you might find that showing entries with allocations will give you duplicate lines in the report. Analysis doesn't have the capability to remove the duplicate lines. You would need to run the report in Excel format, then edit the Excel file manually to remove the lines. 

 

If you aren't sure how to build out this report, you can post in the Data Services Connection group. That way someone from our Reporting team can get in touch with you.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

2 REPLIES 2
Solution
KevinD
Community Manager
Community Manager

@ash_tree I don't recall seeing a standard report for allocations, but you can build this out yourself. The only thing is if you are using Analysis, you might find that showing entries with allocations will give you duplicate lines in the report. Analysis doesn't have the capability to remove the duplicate lines. You would need to run the report in Excel format, then edit the Excel file manually to remove the lines. 

 

If you aren't sure how to build out this report, you can post in the Data Services Connection group. That way someone from our Reporting team can get in touch with you.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
ash_tree
Routine Member - Level 1

Thank you for this info Kevin.