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Before diving into reports, it helps to get comfortable with the Intelligence environment. This guide covers how to access the platform, navigate the interface, understand key reporting terms, and set up your home page and preferences.
Now that you have access to the platform, it is time to familiarize yourself with its layout, features, and tools.
Getting Familiar with Intelligence
Accessing the Reporting Platform
Before anything else, make sure you can access Intelligence. This guide walks you through how to log in and what to expect when you do.
Navigating Through Intelligence
Once you are in, this video walks you through the Intelligence interface — where to find your reports, how the home screen is organized, and how to get where you need to go quickly.
Reporting Key Terms
Intelligence uses specific terminology that is helpful to understand before diving into your reports. This guide covers the key terms you will encounter throughout the platform.
How to Customize Your Home Page
Your Intelligence home page can be personalized to surface the content most relevant to you. This guide walks you through how to set it up the way you want it.
How to Update Your Preferences
Setting your preferences in Intelligence, such as your default output format and time zone, helps ensure reports run and display exactly the way you expect them to.
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.
I am our Community Strategy Retention & Demand Senior Manager here at SAP Concur, and have been with SAP Concur since 2017. Some of you may recognize me from the "original Community", the LinkedIn Client User Group, which I managed and moderated. I am thrilled that we now have this evolution of Community available and hope you are taking full advantage of our resources, groups, and forums. Please reach out to me if you have any questions or concerns about our Community, or just to say hello!
