Getting Started with Analytics & Analytics Essentials

Mitchell Worthy · Sep 22, 2026

Analytics Essentials and Analytics give Standard Edition customers access to ready-to-run reports and dashboards. This guide covers permissions, navigation, customization, notifications, scheduling, and an overview of the most useful reports available.

Understanding Your Permissions

Access to Analytics is controlled by two types of permissions. Your SAP Concur administrator assigns these based on your role in the organization.

Manager

If your name appears as a manager in the system for at least one user, you will have access to Analytics and can view the data for the employees whose expense reports you approve.

Finance Administrator

This permission is designed for the CFO or other financial leader who needs visibility across the entire organization. Any user with the Finance Administrator permission can see data for all users in the company.

Both Permissions

Users can have both Manager and Finance Administrator permissions. If this applies to you, you will see a View As toggle on the right side of the page that lets you switch between viewing your team's data and viewing the full company's data.

Seeing less data than expected?

If you see less data than expected — or different data than a colleague — it is likely a permissions issue. Check with your SAP Concur administrator to confirm which permission you have been assigned.

Navigating Your Reporting Environment

To access Analytics and Analytics Essentials, log in to SAP Concur and select Analytics from the main navigation menu. From there, you will land on your dashboard view, where reports and dashboards are organized by category, such as Expense, Travel, and Invoice.

Watch this short overview to get familiar with Analytics:

For additional details, visit the SAP Help Portal for comprehensive product documentation.

A few things worth knowing as you get started:

Data refreshes daily. The information in your dashboards and reports is collected from the transactional database and updated once per day, so you may not see same-day transactions reflected immediately.
Dashboards give you a high-level view. Use dashboards for ongoing visibility into spend trends and key metrics across your organization. Analytics users can also customize their dashboards by adding, moving, removing, and resizing tiles to suit their needs.
Reports give you the details. Use reports to filter, export, or share specific data.

Finding and Running Reports

Standard reports are organized by category within the Analytics menu. To run a report, select it from the library and use the available filter options to narrow your results before running. Depending on the report, you may be able to filter, group, and sort by employee, expense type, date range, and more.

Once your report is ready, you can export results as either a PDF or an Excel document, depending on how you plan to use the data.

A few tips for getting more from your reports:

Start with what exists. Before building anything custom, explore the standard report library. There is a strong chance a report already covers what you need.
Use filters before running. Narrowing your results before running a report reduces load time and makes the output easier to interpret.
Export to Excel for further analysis. Exporting to Excel gives you flexibility to work with the data outside of SAP Concur when you need to dig deeper or share with others who don't have system access.

Customizing Reports

Analytics Essentials users can add Cost Tracking fields to reports to incorporate their organization's custom fields. Keep in mind that these changes are temporary — when you navigate away from the report and return, the Cost Tracking fields will need to be added again, as they do not save.

Analytics users can save a copy of the report with Cost Tracking fields added, preserving your customization for future use. You can also create entirely new custom reports and dashboards, save them, and share them with the rest of your organization.

Staying on Top of Notifications

Actionable Analytics provides automated notifications and alerts based on your expense data, delivered directly to managers via email — making it easy to review and act on key information without having to log in each time.

Analytics Essentials users have access to a subset of alerts, while full Analytics users have access to the full suite. These alerts surface policy exceptions, unusual spending patterns, and other items that may require your attention without you having to run a report manually.

Scheduling Reports

If you have the full Analytics subscription, you can schedule custom reports to run automatically and be delivered to recipients on a recurring basis. This is especially useful for monthly reporting that needs to go to stakeholders without manual effort each time.

Note: Scheduling is available only to Analytics users. Analytics Essentials users cannot schedule reports. Bursting, which automatically delivers filtered subsets of a report to multiple recipients, is not available on either Analytics platform. That capability is exclusive to Intelligence.

Key Analytics Reports

SAP Concur Analytics and Analytics Essentials include a library of standard reports and dashboards that provide fast, meaningful visibility into your organization's spending. Knowing which reports are available and what each is designed to tell you is one of the best ways to get more value from your reporting platform from day one.

Concur Expense Reports

Expense Overview

This dashboard gives you a clear, at-a-glance view of your organization's spending, expense accruals, and policy exceptions. Use it to quickly evaluate key metrics and compare current spending against previous periods — making it an ideal starting point for any expense review.

Spend Analysis

This dashboard highlights the expenses and expense types that account for the most spending across your organization. It also includes a report tile that, when modified, automatically updates the associated graphic tiles — giving you a dynamic view that adjusts as your data changes.

Billed Transaction Reconciliation Details

This report lists all submitted expense reports, making it easy to match submitted reports to invoices and monitor submission patterns across your team.

Expense Accrual

This report lists both submitted and unpaid expense reports so you can track approval status, identify outstanding liabilities, and anticipate future cash requirements. It is particularly useful for month-end and quarter-end financial planning.

Credit Card Transactions

If your organization uses a corporate credit card feed, this report provides a comprehensive list of all credit card transactions imported into Concur Expense. Use it to track unassigned cards, review transaction subsets, and monitor card activity across your organization.

Allocation Details

This report gives you a detailed view of expense allocations, including cost-tracking fields such as department, cost center, and project. It is especially useful for organizations that need to report on spending by business unit or internal category.

Attendee Details

This report surfaces expenses tied to event attendees — such as meals and entertainment — so you can track attendee spending, total costs over designated time periods, and monitor compliance with regulations such as The Sunshine Act.

Concur Invoice Reports

Invoice Overview

This dashboard enables department managers to track invoices, view key metrics at a glance, and compare invoice activity with similar time periods. It is a strong starting point for anyone responsible for managing or approving vendor payments.

Invoice Accrual

This report lists all unsubmitted and unpaid invoices so you can stay on top of outstanding obligations and ensure payments are made on time. It is a helpful tool for month-end close and cash flow management.

Invoice Aging

This report provides a detailed view of unpaid invoices, organized by the length of time they have been outstanding. Use it to identify overdue invoices, prioritize payments, and ensure your organization is staying current with vendor obligations.

A Note on Report Availability

Not all reports listed here may be visible to every user. Availability depends on which SAP Concur products your organization uses. For example, Invoice reports will only appear if your organization has Concur Invoice and the appropriate permissions assigned to your account.

Tip: If you expect to see a report but cannot find it, check with your SAP Concur administrator to confirm your permissions and which modules your organization has enabled.

Want to Learn More?

For more information, refer to the Analytics Essentials and Analytics Dashboards and Reports Catalog on the SAP Help Portal . The Analytics Essentials and Analytics User Guide is also a comprehensive resource covering permissions, customization, scheduling, and more.

For additional questions about upgrading your subscription or unlocking more reporting capabilities, contact your Client Success Manager or Client Sales Executive.

Unlock the Full Power of Your Data

SAP Concur Data Services and Consultative Intelligence give your organization access to advanced reporting capabilities, custom report development, and dedicated analyst support. Learn more about Data Services and Consultative Intelligence.

Have a question? Visit the Intelligence FAQ on the SAP Concur Community for answers to common questions across the full guide.