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Occasional Member - Level 1

Need to add Business Purpose to existing report in Intelligence Reporting

Is there a way to modify an existing report to include Business Purpose?  I need this info to show up on the report.   

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SAP Concur Employee
SAP Concur Employee

Re: Need to add Business Purpose to existing report in Intelligence Reporting

@carla1971 The Business Purpose data item is found in Expense>Expense Reports>Report Header. The item you are looking for is just calleld "Purpose" in the data warehouse. 

 

Now, the big question is...what report are you trying to add it to? A report that you have created or one of the Standard Reports? 

 

If you are adding it to one of your own reports, then it will be simple to add. Just open your report and drag the item into the report where you want it. If you are adding to a Standard report, you may run into a bit of an issue. A lot of the Standard reports are built using Query Builder and / or might have multiple queries, so just opening a standard report and then dragging a data item onto it will not work in a lot of cases. 

 

Adding data items to Standard reports is too much to type here, but we have a recording of adding a data item to the Accrual standard report to show you how it works when a report has multiple queires on it. Here is the link to our resource page: https://www.concurtraining.com/pr/reporting/resources. Look for the video named: Modifying the Concur Standard Expense Accruals Report Demonstration.

 

I hope this helps. 

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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1 Reply
Solution
SAP Concur Employee
SAP Concur Employee

Re: Need to add Business Purpose to existing report in Intelligence Reporting

@carla1971 The Business Purpose data item is found in Expense>Expense Reports>Report Header. The item you are looking for is just calleld "Purpose" in the data warehouse. 

 

Now, the big question is...what report are you trying to add it to? A report that you have created or one of the Standard Reports? 

 

If you are adding it to one of your own reports, then it will be simple to add. Just open your report and drag the item into the report where you want it. If you are adding to a Standard report, you may run into a bit of an issue. A lot of the Standard reports are built using Query Builder and / or might have multiple queries, so just opening a standard report and then dragging a data item onto it will not work in a lot of cases. 

 

Adding data items to Standard reports is too much to type here, but we have a recording of adding a data item to the Accrual standard report to show you how it works when a report has multiple queires on it. Here is the link to our resource page: https://www.concurtraining.com/pr/reporting/resources. Look for the video named: Modifying the Concur Standard Expense Accruals Report Demonstration.

 

I hope this helps. 

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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