Reports filtered by Expense Type

[aespiritu]

Hi there! 

Is there a Total Spend report that I can export from Concur Expense? I need to track specific expense types i.e. meals, office supplies etc., that our team has classified under their expenses. Is there such a report? Can I filter for specific Expense Types?

Thanks

[KevinD]

@aespiritu have you used Cognos reporting? If so, go into the Standard Reports folder found in Public Folders. Look for the Expense Processing folder. In there is the Expense Entry Analysis report you could try. It allows you to pick a date range, employees and expense types. 

Be sure to copy the report from the Expense Processing folder to your My Folders before you run the report. There are a few other reports in this same Expense Processing folder that might work as well.

[aespiritu]

Thank Kevin! 
I've never used or heard of Cognos reporting before. How do I get access to it?

[aespiritu]

Hi @KevinD  

Tagging you here, hoping you can further assist with my original inquiry as I have not used Cognos before. Do you know if this is a third-party solution, or is it a software embedded into SAP Concur?

[Pattie]

How do you select all employees for that report?

[KevinD]

@Pattie leave the prompt for employee blank, that should return all employees. 🙂 Or if you see a list of employees under the Employee prompt, there should be a Select All option.

[Pattie]

Thanks!  That worked!

[KevinD]

@Pattie I was pretty confident it would work. 🙂