Reporting

[robd1974]

hi,

We have Concur Analytics and we need to run a report based on a custom list we maintain (for Deals we tag and upload/maintain as a custom field).  How am i able to report off of these Deals or even a Department (also we maintain in this custom field)?

Please let me know the easiest way to run reports.

thank you,

Robert

[KevinD]

@robd1974 when you go into Analytics, click on the square made up of nine smaller squares to access the standard reports. When you click a report to open it, you should be able to edit that report including adding your custom/cost tracking fields. Use this guide: https://assets.concur.com/concurtraining/cte/en-us/analytics_FAQ_end_user.pdf. Scroll down to page 5 in the document to see steps on adding custom fields. 

[robd1974]

thank you, i will take a look at this a little more in depth tomorrow.  I am sure this is what i am looking for!  Have a great evening