Concur report request

Concur report request form

This form is for users who are requesting data in report format out of Concur. End users should fill out this form if the want to see data from Concur in report format. The information below is needed to compile the most accurate report possible for your business needs.

Please enter the following information:

Agency number

Requesting employee name

Requesting employee email

Report business purpose

Requested report name

Report type:
New reportUpdate existing report
Data type:
Travel requestReimbursement requestP-card reconciliationOther
Will this report be scheduled to run automatically?
NoYesYes (bursting)
In which format will this report be delivered?
ExcelCSVPDFHTML
How often will the report be run or distributed?
DailyWeeklyMonthlyOther

What day of the week and time would you like to receive your report?

Additional notes (optional)

Display fields

The values that will be shown when the report runs. Enter the fields in the preferred display order.

Field name (optional)

Data source (optional)

Group (optional)

Sorting order (optional)

Summarize (optional)

Additional notes (optional)

Data filters

Filters are used to retrieve a subset of records for a report. Any data that does not meet the defined filter criteria is:
Expense:
Include assigned transactionsInclude unassigned transactionsExclude personal entriesExclude unsubmitted reportsExclude unpaid reports

Additional filters
Filter description (optional)

Additional comments (optional)

Bursting

Bursting is used to distribute report contents to various recipients.
Cost object approverSupervisorDivision directorOther (additional notes)
Additional notes (optional)