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Occasional Member - Level 1

Access for extracting reports

Hi Need information,

I need to provide access to 5 to 6 members from the finance team to extract reports from concur?


What is the best way to provide access?

Can we create a separate group?




Community Manager
Community Manager

@BABU1604 you could provide them all with the Expense Processor role. This allows them to see reports from the Process Reports screen. The list of reports they see, which can be customized by running queries, can be exported to Excel.


The other option to see Expense Report data is to use Cognos Reporting to run reports that contains the data you want. Cognos allows for seeing as much or as little data in a single report that you need. This requires you to add the Cognos Consumer permission to each of the users. 


It also requires someone to build the report in Cognos to show the data you are looking for.


The good news is, no new Group is needed. They are just assigned permissions to each user.

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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Occasional Member - Level 2

thank you for sharing this is helpful. Could you please guide how to raise the request to get the permission added to Concur?