Concur Intelligence Custom Reports
Find the custom reports you can use for accessing Concur Expense data. The reports are available in The Trustees of Columbia University in the City of New York folder. The reports are organized in folders by category (e.g., Expense Tracking, Delegation, etc.).
The sections below correspond to the folder names found in Concur Intelligence. Within each section is schedule information (frequency and distribution) for system-generated reports.
Please note: This inventory will be manually updated periodically, so additional reports may be available in Concur that are not yet listed.
Details
- Report Name
- Advances Outstanding > 90 Days
- Report Description
- Aging Travel / Cash Advances - Days Outstanding > 90 days
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Reporting Managers
- Report Name
- Air / Rail NOT through World Travel
- Report Description
- Identifies where a corporate card is used for Air or Rail outside of Concur Travel based on itinerary source (Not ConcurTravel) including Justification/Comments
- Schedule Information
- Monthly
- Distribution
- Credit Card Admin
- Expense System Admin
- Reporting Managers
- Columbia Travel
- Report Name
- Cardholder Report Activity
- Report Description
- Report of all aging Central Pay Air / Rail (BTA) and Corporate Card related transactions in Concur that have not entered workflow (unreconciled) as of run date.
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Credit Card Aging
- Report Description
- Report of all aging Columbia Air/Rail Central Pay and Corporate Card related transactions in Concur that have not entered workflow (unreconciled) as of run date.
- Schedule Information
- Weekly
- Distribution
- Credit Card Admin
- Reporting Managers
- Report Name
- Credit Card Reconcilaition - Detail
- Report Description
- Detail of all Columbia Air/Rail Central Pay and Corp Card transactions (both pending and approved) for the P-card team to reconcile once BofA withdrawals payment each month
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Credit Card Reconciliation - Summary
- Report Description
- Summary of Columbia Air/Rail Central Pay and Corp Card transaction total amounts (both pending and approved) for the P-card team to reconcile once BofA withdrawals payment each month
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Delegate Details - All
- Report Description
- List of Approvers with the assigned delegates from their profile - including their start and end dates
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Delegate Details - SBO
- Report Description
- List of SBOs with the assigned delegates from their profile - including their start and end dates
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Finance Security
- Reporting Managers
- Report Name
- Employee Details
- Report Description
- Provides Employee Expense Profile information including School, Division, Sub-Division, Admin Department and ARC Vendor ID
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Equipment / Supplies > $2500
- Report Description
- Report for Purchasing to review Expense Reports with Supplies, Books and Equipment related expenses exceeding $2,500
- Schedule Information
- Daily
- Distribution
- Purchasing
- Report Name
- Equipment / Supplies > $500 (Athletics)
- Report Description
- Athletics Expense Reports with Minor Equipment - Computers, Minor Equipment - General, Athletic Team Supply - General, Game Expenses and Wearing Apparel
- Schedule Information
- Daily
- Distribution
- Purchasing
- Credit Card Admin
- Expense Admin
- Report Name
- Expense Details
- Report Description
- Provides all expense details for:
- Department (i.e business purpose)
- Central Procurement
- P-Card team (policy exception review)
- Internal Audit related reports
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Expense Details Monthly
- Report Description
- Provides all Expense Details for Prior Month
- Schedule Information
- Monthly
- Distribution
- Expense System Admin
- Reporting Managers
- Report Name
- Expense Details - Fly America
- Report Description
- Fly America compliant and non-compliant flights based on expense report lines
- Schedule Information
- Daily
- Distribution
- Purchasing
- Report Name
- Expense Details - Group Meal in Private Home
- Report Description
- Expense Reports with Meals / Entertainment in private homes based on Expense Type
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Expense Details - Student Employee / Non-Employee Student
- Report Description
- Monitoring Report of all Student Employees and Student Non-Employees expense activity (including in-process)
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Reporting Managers
- Report Name
- Funds Due to Columbia
- Report Description
- Report of users who owe the University money for:
- Personal items charged on the Corporate Card or Columbia Air/Rail Central Pay
- Cash Advances where the total reconciled is less than the original request
- Schedule Information
- Weekly - Monday based on reports processed the prior week
- Distribution
- Credit Card Admin
- Reporting Managers
- Report Name
- Imputed Income
- Report Description
- Expense Reports which meet the following criteria:
- Concur Trip / Business Purpose of Relocation
- Reports aging greater than 120 days
- Schedule Information
- Monthly
- Distribution
- Expense System Admin
- Report Name
- Profiled Students
- Report Description
- Users where Student Guests also have a Concur profile. Compares the expense reports to ensure there are no duplicate expenses being submitted
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Returned Reports
- Report Description
- Expense reports that were rejected by anyone including AP - Will include a prompt so that the report can be run for a specific Returned By individual (UNI)
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Request Details
- Report Description
- Provide all request details for:
- Department
- Central Procurement
- Internal Audit related reports
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Delegate Approvals
- Report Description
- Provides transactions where Delegate Approvers approve a transaction on behalf of the assigned Approver, including admin department for both the delegate and the approver
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Finance Security
- Reporting Managers
- Report Name
- Delegate Approvals - SBO
- Report Description
- Transactions, where Delegate approves on behalf of an SBO approver and the SBO approver, is also a Financial approver on the same expense report. Includes admin department for both the delegate and the approver.
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Finance Security
- Reporting Managers
- Report Name
- Reports where Initial Reviewer = Financial Approver
- Report Description
- Reports where Initial Reviewer is the same user as the Financial (COA) approver on the Expense Report
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Finance Security
- Reporting Managers
- Report Name
- Initial Reviewer = Financial Approver
- Report Description
- Initial Reviewer is the same user as the Financial approver on the table and therefore could be the same on a report
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Finance Security
- Reporting Managers
- Report Name
- Approval Monitoring - Highest Financial Approver
- Report Description
- Report where submitter is the only Financial (COA) approver and is routed to the highest dollar level assigned approver (Less than $50k)
- Schedule Information
- Daily
- Distribution
- Expense System Admin
- Reporting Managers
- Report Name
- Approver Monitoring - Single Financial Approver
- Report Description
- Report where Financial (COA) Approver is the only approver for all dollar thresholds (Less than $50k)
- Schedule Information
- Ad Hoc
- Distribution
- Report Name
- Approved Reports with Approvers
- Report Description
- Report of Approved Expense Reports with a listing of Report Approvers and approver delegates
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Approved Requests with Approvers
- Report Description
- Report of Approved Requests with a listing of Request Approvers
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Inactive Approvers w Pending Approvals
- Report Description
- Report of Inactive Approvers with pending Expense Report Approvals
- Schedule Information
- Weekly
- Distribution
- Expense System Admin
- Reporting Managers
- Report Name
- Reports / Requests in Workflow
- Report Description
- Report of transactions in workflow pending approval by School/Division and Department levels
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Workflow History Report
- Report Description
- Report of Reports that is pending workflow, has been returned to user or completed workflow with approvers and approval dates.
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- Year End Accural Journals
- Report Description
- Report of Unassigned Credit Card and Central Air / Rail Pay transactions as well as Reports that have been created and not entered workflow or entered and pending approval.
- Schedule Information
- Ad Hoc
- Distribution
- N/A
- Report Name
- User Last Login Report
- Report Description
- Report which provides the date of last user login
- Schedule Information
- Ad Hoc
- Distribution
- N/A
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