Report to show current approver

[ankit1301]

Hi,

Requirement -

Need to track expense reports pending for approval - A report that would show the current manager the report is pending with.  

Progress so far -

I was able to create a custom report with Column "Employee assigned to step" but it shows the current approver and the future approvers as well - Have multiple level approval flow.

Issue -

I am not able to filter the output whch would show the current approver only with whom the report is currently pending.      

[JessicaL · Accepted solution]

Yes, my solution will work. If you have the Processor Role, and you are in the Process Reports screen (from Expense Tab):

Then, you click the button "Create/Manage Queries" and set up your new Querie as below:

Then, run that query, the Approval Status column says where the report is stuck. For instance, it could say things like "Submitted & Pending Approval - Lynch, Jessica" or "Approved & in Accounting Review". That way, you know to reach out to Jessica and ask her to please log into Concur to approve the pending reports. 

But, I saw other suggestions as well that could work. I just find this is the easiest for me, as I try to keep the reports moving along so we send emails to our approvers that haven't approved reports in a while - yes, there is a Concur email notification for that 🙂 - but, we still find an email from our team usually moves the report along quicker, as some people simply delete those Concur emails.

In any case, I hope your issue is resolved and you find a way that works for you. If you need help with this way, though, please let me know. 

Best,