Where to Start

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SAP Concur offers four reporting platforms across two product tracks, and the tools, capabilities, and learning paths available to you depend on your subscription. This guide helps you identify your platform and choose the right path forward.

SAP Concur includes powerful reporting tools that provide visibility into your organization's spending, travel, and invoicing data. Before diving in, it's important to understand which reporting platform your organization uses because the tools, capabilities, and learning paths available to you vary by subscription.

The SAP Concur Reporting Platforms

SAP Concur offers reporting capabilities across two product tracks. The track your organization is on depends on your edition and subscription.

  • Standard Edition customers have access to Analytics Essentials or Analytics.
  • Professional Edition customers have access to Analysis or Intelligence.

Analytics Essentials

Analytics Essentials is a no-cost reporting option available to Standard Edition customers who have not purchased Analytics. It provides access to all standard dashboards and reports, along with selected Actionable Analytics notifications and alerts.

  • View all standard dashboards and reports
  • Add Cost Tracking fields to reports (changes do not save when you navigate away)
  • Filter reports by employee, expense type, date range, and more
  • Use selected Actionable Analytics notifications and alerts

Best for: organizations that need quick, ready-to-run reporting without customization.

Analytics

Analytics is a paid upgrade for Standard Edition customers that adds the ability to create, customize, save, and schedule reports and dashboards.

Everything in Analytics Essentials, plus:

  • Create and save custom reports and dashboards
  • Save copies of reports with Cost Tracking fields added
  • Schedule custom reports
  • Share custom dashboards and reports company-wide
  • Use all Actionable Analytics notifications and alerts

Best for: finance teams and administrators who need tailored reporting and automated delivery.

Analysis

Analysis is a Cognos-based platform available to Professional Edition customers. It provides access to 153 standard reports and uses Query Studio for filtering, sorting, and custom calculations.

  • Access 153 standard reports
  • Filter reports by available criteria
  • Use Query Studio to filter, sort, and build custom calculations

Best for: Professional Edition customers who need Cognos-based reporting with focused functionality.

Intelligence

Intelligence is the most powerful reporting platform, powered by Cognos 11 and available to Professional Edition customers. It provides access to 234 standard reports, full report building capabilities, scheduling, bursting, and Persona Dashboards.

  • Access 234 standard reports
  • Edit standard reports and build new ones using Report Studio
  • Filter, sort, calculate, and personalize prompt pages
  • Automate report delivery with scheduling and bursting
  • Access Persona Dashboards

Best for: dedicated report builders and organizations with complex or high-volume reporting needs.


Comparing the Platforms at a Glance

Capability Analytics Essentials Analytics Analysis Intelligence
Standard Reports & Dashboards Yes Yes 153 reports 234 reports
Custom Reports & Dashboards No Yes No Yes
Report Editing Cost Tracking fields only (does not save) Cost Tracking fields (saves) No Yes
Report Design Tool None None Query Studio Report Studio
Filter, Sort, Custom Calculations Filter only Filter only Yes Yes
Scheduling No Yes No Yes
Bursting No No No Yes
Persona Dashboards No No No Yes
Actionable Analytics Selected alerts All alerts No No
Edition Standard Standard Professional Professional
Cost Included Paid upgrade Paid upgrade Paid upgrade

How to Identify Your Platform

Not sure which platform your organization uses? Here are a few quick ways to find out:

  • Check your SAP Concur menu. Log in to SAP Concur and look at your navigation options. Standard Edition customers will see an Analytics menu. Professional Edition customers will see a Reporting or Intelligence option.
  • Ask your SAP Concur administrator. Your company's Concur admin will know which reporting subscription your organization has.
  • Check your contract or license. Your organization's SAP Concur contract will specify which reporting modules are included.

Choose Your Path

Once you know your platform, select the path below to go to the right learning content for you.

Platform learning paths

I have Analytics Essentials or Analytics

You are on the Standard Edition track. Get started with permissions, navigation, reports, and notifications.

Go to the Analytics guide

I have Analysis

You are on the Professional Edition track with Cognos-based reporting. Get oriented with roles, navigation, and Query Studio.

Go to the Analysis guide

I have Intelligence

You are on the Professional Edition track with the full Cognos 11 platform. Start with your learning path overview.

Go to the Intelligence guide

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.

About This Author
MitchellW
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!