Reporting for Administrators
There are three ways to access Concur Expense data:
- Individual Expense Reports
- Concur Intelligence
- Financial Data Store (FDS)
Users are able to view their own Expense Reports by opening each report individually.
Approvers and their delegates will be able to view Expense Reports awaiting their approval, as well as Expense Reports they have approved in the past.
Concur Intelligence provides authorized Concur Reporting Managers and their delegates with access to delivered and Columbia custom reports for Expense / Request Tracking, Credit Card Administration, Workflow, etc.
For detailed guidance regarding how to access the Concur Reporting module and how to run reports, please review the Running Concur Reports for Reporting Managers job aid. Please note: You can use major browsers such as Google Chrome, Mozilla Firefox, Apple Safari and Microsoft Edge to run reports in the Concur Reporting module.
An inventory of the available custom reports, including a brief description of each report, is available by visiting Concur Intelligence Custom Reports. The custom report inventory also provides schedule information (frequency and distribution) for system generated reports.
Please note: The inventory will be manually updated periodically, so additional reports may be available in Concur that are not yet listed.
An extract of Concur Expense Data is sent to the Financial Data Store (FDS) on a nightly basis.
Columbia leverages FDS and the existing ARC Chartfield Security model to provide users with reports that provide a view of all expenses for a given department. FDS reports provide Financial Data posted to the General Ledger via Vouchers and Journals sourced from Concur.
Procurement Services will work with World Travel to schedule and distribute key reports to Concur Reporting Managers for travel booked on Concur Travel and for travel booked over the phone with a Travel Counselor. Travel Reports will provide information regarding Air, Rail, Car and Hotel spend and related exceptions (i.e. bookings outside of standard policy) for both Domestic and International travel
In addition, Procurement Travel Services will provide Ad Hoc Travel Reporting upon request. Requests for AdHoc Travel Reporting can be made by opening a ServiceNow incident. The incident should contain details regarding the information being requested and the associated timeline.
An inventory of the available custom reports, including a brief description of each report, is available by visiting World Travel, Inc. Reports. The custom report inventory also provides schedule information (frequency and distribution) for system-generated reports.