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noel_obr01
Occasional Member - Level 1

Issues allocation data to my SAE report (report studio)

I am trying to add some allocation data to my SAE report in Report Studio (i.e., CRM Account, CRM Mkt Campaign, Corp Project).  Note: not all employees are yet using this but they all employees do have the “pick” list option.  We have only instructed a handful of employees to use the allocations for report test purposes.   We mapped the Corp project to Custom 5.  In my report I am pulling this from Expense > Expense Allocation > Custom 5, but no data pulls.  Please help.

noel_obr01_0-1626879566428.png

Thanks!

1 Solution
Solution
KevinD
Community Manager
Community Manager

@noel_obr01 I think I figured out the issue. It isn't anything to do with your report and how you built it, it is a configuration issue that has to do with Forms and Fields. I looked at your permissions and you won't be able to make the changes. Likely you will have to submit the changes to SAP Concur Support. It would be too much to type here and explain what is happening. If you send me a private message with a phone number where you can be reached, I can explain what the issue is. To send me a private message, click on my username (KevinD), then select View Profile. You'll see a blue Message button. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
On vacation July 26-August 8
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2 REPLIES 2
KevinD
Community Manager
Community Manager

@noel_obr01 to be able to better assist, I would need to the actual report you are working on. If you could save a copy in your My Folders, I can take a look by opening the report. Just let me know the name. Also, are you sure that in your report the handful of people you have instructed have actually done some allocations on their test reports?


Thank you,
Kevin Dorsey
SAP Concur Community Manager
On vacation July 26-August 8
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.
Solution
KevinD
Community Manager
Community Manager

@noel_obr01 I think I figured out the issue. It isn't anything to do with your report and how you built it, it is a configuration issue that has to do with Forms and Fields. I looked at your permissions and you won't be able to make the changes. Likely you will have to submit the changes to SAP Concur Support. It would be too much to type here and explain what is happening. If you send me a private message with a phone number where you can be reached, I can explain what the issue is. To send me a private message, click on my username (KevinD), then select View Profile. You'll see a blue Message button. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
On vacation July 26-August 8
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.

View solution in original post