USWsdymerski
Occasional Member - Level 3

Printed Reports - made a copy of Detailed Report but cannot see it to run it

I need help with making a new report I created available to use. I made a copy of the "Detailed Report" under Printed Reports in Expense Admin. It's all the same Print Format except that I gave it a new name. Then, on the new report I went to Modify Content -> ReportHeader -> Modify Fields and added field Custom 02 - Expense Address to it. Note that I had already set up Custom 02 field under Expense Report Header (on the Fields tab) as a multi-line edit text field and then added it to the Expense Report Header "Detailed Report Information" form with Modify for all roles (expense Read-Only for Approver)

 

The field is visible and enterable on the Expense Report Header, but when I select an Expense Report and go to "Print/Share" my new report isn't in the dropdown. How can I enable my new report to be available in this dropdown? Or do I have to run it from somewhere else?

1 Solution
Solution
KevinD
Community Manager
Community Manager

@USWsdymerski new print reports are activated at the Policy level. If you have access to modify policies, then follow the steps below. If not, contact Concur Support. 

KevinD_0-1757098986308.png

 


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.

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2 REPLIES 2
Solution
KevinD
Community Manager
Community Manager

@USWsdymerski new print reports are activated at the Policy level. If you have access to modify policies, then follow the steps below. If not, contact Concur Support. 

KevinD_0-1757098986308.png

 


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.
USWsdymerski
Occasional Member - Level 3

Thank you SO MUCH! I didn't know the steps and couldn't find anything in online help. It is working for us now - THANKS AGAIN!