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I"m trying to create a report in concur intelligence, i need to be able to show when a Report was created by a delegate and the name of the delegate. I have tried the Expense workflow audit trail but that is only showing submitted reports. This is Created report, i joined the Report header Employee key to the Additional delegate details Delegate employee key and i got results however the delegate name was not the delegate who created the report.
Can someone point me in the right direction to get the Delegates name that created the report the action in the audit trail is (delgate/proxy Report creation).
thank you
Dawn
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@dxh798 see my reply on the other thread. 🙂
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Kevin,
Thanks for responding, i did get partial solutions for delegate submitted that worked, however i need the delegate created name. I have been told by others that Concur reporting does not keep anything in the audit trail prior to the traveler (or delegate) submission. We can see it in the audit trail but Concur does not make it reportable is that correct?
thank you
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This is what I am trying to do today and have not had any success myself or by submitting a case. It seems like this should be an easy report - just show how many reports delegates are creating????
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Did you have any luck in determining where the Delegate/Proxy Report creation Audit record is stored in the Concur Data Warehouse? or if it is kept at all? I can find all of the other Audit Trail entries in the Audit Trail folder, but no luck with the Delegate/Proxy Report creation entries.
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Hi @zjra14 , @CEL22 , @dxh798 ,
I tried below report in our sandbox. It contains reports submitted, approved, created by Delegate (Y) and respective delegate ID. Unfortunately, there is no further actions/audit trail can be added into this report because such data objects are not available under delegate folder.
If this answers your query, then please mark solution as accepted.