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Occasional Member - Level 3

Report Approval status

Hi all, 

 

What is the best option to create a report which has the following information:

- employee, employee ID, report, report amount, 

approval status

payment status

- approved by : USER and ID

- if approved by delegate : USER and ID

- if approved by sys admin: USER and ID

 

It is the approved by part which interests me the most: is there any way to actually add the user and id who approved the expense? 

Thank you!

1 Solution

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Solution
SAP Concur Employee
SAP Concur Employee

Re: Report Approval status

I think I have found what you are looking for. However, it works off the assumption that your approvers only have one person designated as their approving delegate. 

 

You can see if a report has been approved by a Delegate. The data item shows as either "N" or "Y". If you have Employee Assigned to Step listed you will see the person who is assigned to do the Manager Approval. In that same Expense Report Workflow Trail folder you will see a data item labeled Delegate. This shows the delegate of the person assigned to the step. So, if you see a "Y" in the Approved by Delegate column on your report and can see the Delegate of the person assigned to the step, that should be the person who actually did the approval. 

 

Now, keep in mind I'm looking at this data in a training site, so you would need to test it in your live site. 

 

Let me know how it goes. 

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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4 Replies
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SAP Concur Employee
SAP Concur Employee

Re: Report Approval status

Yes, you can see who completed the workflow step. I provided a screenshot to help you out. 

 

KevinApproval_Steps.jpg


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.
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Occasional Member - Level 3

Re: Report Approval status

Hi kevin,

 

Thank you for this. 

The info resulting from this does not cover whether the report was approved by a delegate. Even though a report was approved by a delegate, the path suggested by you will contain the actual manager and not the actual approver.

 

Any idea how I could get this result?

 

Many thanks!

Adriana

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Solution
SAP Concur Employee
SAP Concur Employee

Re: Report Approval status

I think I have found what you are looking for. However, it works off the assumption that your approvers only have one person designated as their approving delegate. 

 

You can see if a report has been approved by a Delegate. The data item shows as either "N" or "Y". If you have Employee Assigned to Step listed you will see the person who is assigned to do the Manager Approval. In that same Expense Report Workflow Trail folder you will see a data item labeled Delegate. This shows the delegate of the person assigned to the step. So, if you see a "Y" in the Approved by Delegate column on your report and can see the Delegate of the person assigned to the step, that should be the person who actually did the approval. 

 

Now, keep in mind I'm looking at this data in a training site, so you would need to test it in your live site. 

 

Let me know how it goes. 

 

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

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Occasional Member - Level 3

Re: Report Approval status

Hi Kevin, 

 

That's what  I did. I wated to ask thinking that maybe there is an option to show the approver without lesser columns.

 

Your option does work. Have already tested it.  

 

Thank you!