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I am the AP Specialist and administrator on our SAP Concur account. We are using the detailed report for internal documentation and want to change the order of the columns on the report to match our accounting system GL reports. I've searched the forums and clicked in every place I can think of on the administrative tabs and can't determine if it is possible.
We have 2 custom fields, department and project code, which appear as the last 2 columns on the report. Currently the order on the report is: Transaction type/ expense type/ business purpose/ vendor description/ payment type/ amount/ department/ project code.
We would like to change the order to: Transaction type/ expense type/ department/ project code/ business purpose/ vendor description/ payment type/ amount.
Can anyone provide any suggestions or direction on how we might achieve this?
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@dianadragonfly since you are on our Standard implementation of SAP Concur, the option to change the Printed Report is not available. However, since this is for internal documentation purposes, you can use Cognos Reporting to build a report that matches the output of your GL Reports. I'm pretty certain that Cognos will have most, if not all, of the columns listed on your GL report, although I cannot say this with 100% certainty since I haven't seen your GL report.
Now, here is the big question for you...have you used Cognos reporting before and if so, what would you say your experience level is? I'm asking because someone with a lot of experience I can explain how to do it in a much more succinct manner, whereas someone with little to no experience it would take me the better part of my morning to provide the details.
So, on a scale of 1-10, with 1 being "what is Cognos?" to 10 being "I can build Cognos reports in my sleep", where would you say you fall on that scale? 🙂
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Hi Kevin
Thanks for the response. You mentioned that since we are on the Standard Implementation that we don't have an option to change the printed report. Can you please provide details on what implementation plan we might be able to accomplish this?
We want our users to be able to print the report from within their expense report, on their dashboard, by using the dropdown available within the expense report. Is there a program we can sign up for/pay in order to be able to accomplish that?
Thanks!
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@dianadragonfly I recommend speaking with your Customer Success Manager and ask them about it. It would require you to migrate your Standard implementation to a Professional implementation. I don't know what the cost is, but one thing I would keep in mind is would the cost be worth it just to have employees be able to print reports.
The design of SAP Concur is to make expense reporting paperless, so I'm not sure your business purpose for wanting employees to print off expense reports. The system saves reports for as long as the user is an employee, so printing off reports seems like extra steps that can be avoided.
I believe users can still print off their reports in our Standard product, it's just that you cannot customize the printed report.
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Hi Kevin
Thanks for the info. I guess my wording is unclear. I should have specified we don't want PAPER printed reports- we want to be able to save/print to PDFs for various internal processes. Our implementation team has also questioned why we want to do things. I'm perplexed as to why we are asked why we want to do something. If it is outside the normal scope of how Concur is usually used, but the client wants to use something in a specific way that aligns with their internal practices, not sure why we need to explain why we want something. It's a little frustrating when a question is met with a question., but I appreciate you thinking about why we aren't using the "paperless" feature. We are, but not in the usual way, if that makes sense.
The original question: do we have the ability to reorder columns on the "print detailed report" on a user dashboard, other than going outside the user dashboard and creating a custom report in Cognos?
From what you have detailed, it seems like it isn't possible without paying for Professional Implementation or using a feature in Cognos/outside the dashboard. And I'm not confident paying extra would be a means to generate what we are requesting.
I appreciate your time. I wish there was a way for us to be able to generate the report with the columns in the order we requested, but so far it has been elusive. Thank you again, for responding and making suggestions.