Admin Tips: Your guide to reporting – Analysis | Intelligence

0 1,650
Translate Translate English content into 9 languages using our machine translation tool.

High-quality reporting starts with the right foundation. Join Toni Turner in this series of quick, practical videos to uncover key configuration practices that shape data visibility and accuracy. Gain a deeper understanding of user roles, permissions, and customizations available in the system - plus how to enable confident reporting across your organization by having the right access in place.

Access to reporting - Analysis | Intelligence

Understand how to return expense reports in SAP Concur without causing delays. Learn the correct steps for using the send-back feature, why clear comments matter, and how the audit trail can help maintain accountability and keep payment runs on track.

Modifying user permissions for reporting - Analysis | Intelligence

Assign reporting roles and control data visibility with precision in SAP Concur leveraging User Permissions settings. Manage who can create, edit, or view reports, and tailor access by group to ensure users only see the data relevant to their responsibilities.

Reporting Forms and Fields - Analysis | Intelligence

Customize reporting with tailored data inputs using Forms and Fields in SAP Concur. Configure default and custom fields, map them to reporting structures, and control visibility across expense and travel data. Whether managing company codes or booking details, these options ensure reporting reflects the data that matters most.

About This Author
karacowles
I joined SAP Concur in June 2024 as a STAR Intern for the Global Customer Marketing Loyalty and Retention team. I'm excited to learn and contribute to creating engaging content and resources for our customers. Fun fact: I love going to trivia every week! 🧠🎉