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kyliekallhoff
Occasional Member - Level 2

Reporting Question

At this point, we haven't used a lot of the reports out of Concur so I'm not real familiar with them.

I have a manager asking for a report that would show all entries for associates under him broken down by employee and expense type.

Is there a report like this?

Please help.

1 REPLY 1
TRedman
SAP Concur Employee
SAP Concur Employee

The Expense Entry Analysis report is a great one.  It can be found under the Expense Processing folder.  If the manager logs in and runs it themselves, the data is pre filtered to show only those individuals that roll up to them.  

If you, or a user with access to company wide data, runs this report on the managers behalf, you will need to filter this for all employees that roll up to the manager.  OR, customize the report to include a BI manager prompt.  

Tiffany Redman, Senior Product Manager, Data and Analytics