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catherine2255
Occasional Member - Level 1

Concur Reporting - Unable to Edit Report

I have copied the Expense Accounting Analysis report into my own folder, I would like to edit this, I have followed the notes in the guide and clicked on more but there is no edit option.  I have checked my settings and I have full user rights so I am unsure what I need to do next

 

Also the Concur DWH folder is empty, I did expect to be able to build my reports.  Is there something I need to request before I see the options to be able to build a report?

 

I have Business Author Access as per my settings in Concur

 

 

 

Our version uses Cognos 11

 

Thanks!

 

Catherine

4 REPLIES 4
KevinD
Community Manager
Community Manager

@catherine2255 the Business Author role doesn't allow for editing that report. Only the Professional Author role will. Looks like your company has our Analysis reporting offering, which does not include the Professional Author role. 

 

The Data Warehouse folder is used for the source of data and does appear as empty. When building reports, you just choose this as the source. 


Thank you,
Kevin
SAP Concur Community Manager
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Amrita2sfg
New Member - Level 1

Hi Kevin,

 

I'm having a similar issue. I have been editing and running one of our expense reports for over a year but it seems some sort of update has occurred meaning I can no longer edit the report? I need to change the filters e.g. transaction dates etc. but the filter icon is merely an image rather than something I can actually use.

I'm not sure where to go from here as I have always had the required accesses beforehand - any suggestions?

 

Thank you,

Amrita

catherine2255
Occasional Member - Level 1

Thanks for the response, I will speak to our account manager to see if we can access this feature

lgaydos
Occasional Member - Level 3

Hi Catherine, 

 

Were you able to figure this out? My company has just upgraded to Intelligence from Analytics and I'm also having trouble figuring out how to edit reports that I have saved to 'my content'.