Concur Intelligence Reporting

Concur Reporting Intelligence, powered by Cognos software, offers a comprehensive reporting solution that optimizes reporting throughout the Concur platform. It comes with pre-built general reports and also offers tailored reports designed specifically for TCU. Since the Concur platform is customized to align with TCU's needs, users may find certain general Intelligence reports less applicable to their requirements. Concur Intelligence allows users to retrieve information from Concur by running reports on-demand or accessing pre-generated reports. These reports may contain transaction data already posted to PeopleSoft Finance (FS8PRD), while others reports focus on transactions within Concur such as unassigned credit card transactions.

All Default Approvers have access to the Concur Intelligence Reporting module. However, To generate reports for a specific division or department, it's necessary to act as the respective division or department head to access all data. 

The BI Manager (Default Approver) role is designed to allow increasingly higher tiers of management a wider access to employee reporting data. The report visibility is limited to users within their hierarchy in HR. This default reporting security ensures visibility only for oneself and those under their hierarchy. For instance, consider the organizational chart below illustrating how visibility is allocated:

• Employees 1, 2, and 3 define Manager 1 as their BI Manager, allowing Manager 1 Concur Intelligence access to Concur reporting data for employees 1-3 (plus their own reporting data).
• Employees 4 and 5 define Manager 2 as their BI Manager, allowing Manager 2 Concur Intelligence access to Concur reporting data for employees 4 and 5 (plus their own reporting data).
• Managers 1 and 2 define Director 1 as their BI Manager, allowing Director 1 Concur Intelligence access to their Concur reporting data, plus access to reporting data for Employees 1, 2, 3, 4, and 5 (plus their own reporting data).

From the Concur Home Page, click Home – Reporting - Intelligence.

1. Click Team Content > Texas Christian University (p0023186bino > Campus Reports.

The main copies of all reports are housed in the Team Content folder. Team Content contains general reports for all Concur clients (“Intelligence – Standard Reports”) and reports written specifically for TCU.  Managers can run reports from Team Content but should never set schedules or make changes to them. Instead, users should copy the report to their My Content folder. Once in My Content, users can make changes and set schedules as they see fit. 

Step 1: Click the 3 dots to the right side of the report you want to run. Then click Run as.

Step 2: Format will default to HTML. You can change this to a different format such as Excel or leave it as. Then click Run.

Step 3: Enter your prompts. Required prompts will say required or have an asterisk. Optional prompts can be selected if you want specific data based on that prompt or left alone if you want all data.

Step 4: Click Finish. Report will download in the format you requested. You can then save or print report.

Important! Report data is NOT real-time. The Reports update via jobs that load data from Concur overnight.

Accrual- Expense Accrual This report shows all transactions that have not been assigned to an expense report or have been assigned to an expense report that has not yet been paid. It provides visibility to financial professionals within the organization regarding outstanding liabilities and potential future cash requirements. Accrual - Unassigned Credit Card Transactions Contains all unpaid Concur card transactions and/or Individual Travel Card transactions assigned to the employee. Report will indicate whether the transactions are unassigned (not yet attached to an expense report) or assigned but the expense report is not submitted, or if the expense report is submitted but pending approval. Employee - Credit Card Holder Information This report will show all card holders and associated details. This report is used to troubleshoot issues with card ownership and activation. Employee - Default Accounting Codes Provides Employee Expense Profile information including accounting codes and default approver. Employee - E-Receipt Enabled Employees Provides information for e receipt activation which is an indicator of profile set up. Employee - Delegates List of employees and their assigned delegates from their profile. Expense - Expense Entry Analysis Details (grouped by Employee) Excellent report that will provide expense report spend by expense type grouped by employee. Can select time frame, employee or list of employees or entire system, select expense types or all expense types, or even approval amount value. Expense - Concur Expense type to PS Account Mapping List of Concur expense types and their mapped accounts in Peoplesoft. Expense - Accounting Analysis This report lists the expenses by how the expenses were allocated for accounting by payer/payee, allocation codes, account codes, and totals. Expense - Card Activity This report lists credit card transaction details imported into Concur Expense. It can be used as a comprehensive listing or as an ad-hoc exception report to look at certain subsets of credit card transactions. Expense - Attendee Analysis The Attendee Details report can be run to provide the total picture or run for a selected set of payment requests that represent money being spent by an employee to cover expenses for fellow employees or non-employee clients or prospective clients. Expense - Guest Reimbursements This report contains all of the necessary information including custom fields to track guest reimbursement activity. Expense - Student Reimbursements This report contains all of the necessary information including custom fields to track student reimbursement activity. Expense - Summary by Employee and Year This report shows summary of all expenses by employee and year. Expense - Summary by Expense Type This report shows summary of expenses by expense type. PCard - Approved PCard Expenses This report shows all expenses charged to the TCU PCard. Request - Authorized Request without Expense Report This report will display all completed Travel Requests that do not have a Travel Request line item associated to a report entry. This will allow  departments to identify liabilities and plan appropriately. Request - Travel Detail Contains Travel Request including chartfield information that can be run on-demand and limited to your HR reporting hierarchy. Report can grab all requests that have been approved and/or in an approval workflow. Workflow - Concur Approvals Contains a list of current  approvers for request and/or expense. This will help monitor if anyone is no longer employed or a budget approver or COA needs to be deleted or updated. Workflow  - Cost Object Approver Audit Contains report information with COA approver detail.