Is there a good class to learn Concur Intelligence?

[Steve]

I am a fairly new admin and I want to report on my users activity using BI.  What is the best foundational class?

[pilarsterling · Accepted solution]

Hi Steve, 

Most of the training we have is self teaching. you should be able to access and see the recordings at this URL http://www.concurtraining.com/reporting/resources 

Though per the Keynote at Fusion today, there will be a new reporting tool coming soon. You might want to take a look at the catalog of existing reports and see if they will help you with the basic information you need. We have reports already created in Intelligence that clients request the most. 

Hope that helps! 

thanks

Pilar

[Josh · Accepted solution]

Hey Steve,

I'd just advise you to go in and start trying to build reports. Like Pilar said, it's pretty much a self-teaching product. That's how I learned, and the more you try things out, the more you'll understand about it. It feels like I've been learning something new at least every month, and I've been building custom reports since Nov 2016 - and I'm sure I don't know everything yet!

If you do have a specific question like, "I need to find [this] - where is it?" just ask here in the Community and I'm sure we'll be able to help you out 🙂 But if you just start tinkering, I'll bet you'll get the hang of it soon.

Cheers!

[patilr1982 · Accepted solution]

I would recommend that you register for one of the upcoming sessions on Mar 30 that covers modification of standard reports. This would be a  good starting point for your learning journey. You can find details and register at the link below.

http://www.concurtraining.com/pr/customerlearningseries

[pilarsterling · Accepted solution]

Hi Steve, 

Most of the training we have is self teaching. you should be able to access and see the recordings at this URL http://www.concurtraining.com/reporting/resources 

Though per the Keynote at Fusion today, there will be a new reporting tool coming soon. You might want to take a look at the catalog of existing reports and see if they will help you with the basic information you need. We have reports already created in Intelligence that clients request the most. 

Hope that helps! 

thanks

Pilar

[SandraA]

When is the new reporting tool coming to Concur?  Are there any other details about it?

[KevinD]

The new Analytics Platform has been released for a small subset of our customers. Right now it is only available for our Standard small to medium business customers that were new customers as of November 15th of 2017. It will be rolled out over the next year or so to our other customers and eventually will replace Cognos. On our training toollkit there is a Quick Start guide you can look at to get a little feel of what the tool is and what it looks like. Use ths link if you want to see the quick start guide: http://www.concurtraining.com/reporting/resources.

Kevin

Senior Training Consultant - SAP Concur

[Martha]

Hi 

Is there a way that I can sign up to access the new analyics platform?   Our company currently uses standard.

Thanks

Martha

[Bkyser]

The Next Generation reporting tool will be available for the Enterprise Market next year. It is available for our Small Business Market today. We want to make sure that our Enterprise clients will get the most out of it especially since it will refresh data every fifteen minutes. 

Hope this helps. 

BK

[MicheleW]

FYI, your URL hyperlink does not work, although http://www.concurtraining.com/reporting/resources is the correct site. Thanks.

[SandraA]

It's exciting news that the new reporting tool will offer real time data without the one day delay.

What reporting tool/platform is the new analytics reporting built on?

[ClayT]

The new Analytics tool is SAP Concur's own solution. As an update to Kevin's post above, the transition is planned to be over a couple years, meaning that larger customers likely won't even start transitioning until after 2018.

[Josh · Accepted solution]

Hey Steve,

I'd just advise you to go in and start trying to build reports. Like Pilar said, it's pretty much a self-teaching product. That's how I learned, and the more you try things out, the more you'll understand about it. It feels like I've been learning something new at least every month, and I've been building custom reports since Nov 2016 - and I'm sure I don't know everything yet!

If you do have a specific question like, "I need to find [this] - where is it?" just ask here in the Community and I'm sure we'll be able to help you out 🙂 But if you just start tinkering, I'll bet you'll get the hang of it soon.

Cheers!

[patilr1982 · Accepted solution]

I would recommend that you register for one of the upcoming sessions on Mar 30 that covers modification of standard reports. This would be a  good starting point for your learning journey. You can find details and register at the link below.

http://www.concurtraining.com/pr/customerlearningseries

[KevinD · Accepted solution]

Steve, there absolutely is a good foundational class you can take for Business Intelligence. Our group offers this class at least once a month as a three day webinar. We also offer it about every two months as a live training at our Bellevue office. Here is a link to our training page to see upcoming classes and to register for these classes: http://www.concurtraining.com/pr/reporting/intelligence. If you have any other questions feel free to reach out to me directly at: kevin.dorsey@concur.com.

Kevin

Senior Training Consultant - SAP Concur

[D6137]

KevinD, I have been trying to view the pre-requisite video for the May 14, 2018 seminar, but there is an error with that link, as well as the rest of the pre-req links. Any suggestions?

[Steve]

Thanks to everyone for the resources.  Looks like classes and noodling is the way to go!

Steve