Requesting new reports or changes to reports

Concur “Consultative Reporting” is an add-on service that is charged monthly, and is a full-serve reporting tool. If we require any new reports, or changes to existing reports, we need to submit a case and Concur makes the changes on our behalf.

To request a new report:

  1. First, open the Report Request Form - MakeWay 
  2. Select “New Custom Report”
  3. Enter the business purpose, scheduling information, formatting, etc.
    • Note: you can always schedule reports on your own once they are created, so no need to request it here
  4. Enter the Report Fields
    • If your report will have both a SUMMARY and DETAIL level, make sure you include the fields for both (detail levels will often have more columns)
    • IMPORTANT: YOU MUST SPECIFY THAT YOUR REPORT BE IN CAD$ as they will otherwise default to USD$
  5. Fill out the List Selection Criteria – this means FILTERS
    • Usual suspects for this are:
      • Date Range
      • Subsidiary
      • Designation
      • Employee
    • Include others as necessary relating to your report (e.g. a report on invoices may need a filter for Vendor Name or Invoice Number)
  6. Save the document
  7. Create a case using the instructions below

To request a change to an existing report:

Follow the steps above with the following additions:

  1. Select “Update to Existing Custom Report”, or “Update to Standard Report” and put in the link to the existing report location
  2. In the Report Fields section:
    • Write in any columns you wish to DELETE / REMOVE, as well as any columns that you wish to ADD
  3. In the List Selections Criteria Section:
    • Write in any filters you wish to DELETE / REMOVE, or change the Optional/Mandatory settings, as well as any columns that you wish to ADD
  4. Save the document
  5. Create a case using the instructions below

Creating a case:

Once you have filled out the Report Request Form you need to create a Concur Support Case as follows:

  1. Log in to Concur
  2. Navigate to Help > Contact Support
  3. Click “View all Cases”, then “New Case”
  4. Select the following options to ensure the case is directed correctly:
    • Topic = ANALYTIC REPORTING
    • Case Type = MANAGED SERVICE (SUBSCRIPTION REQUIRED)
  5. Add a Subject and Description to identify the requirement
  6. Click “Submit & Add Attachment”
  7. Attach the completed Report Request Form to the case
  8. You should hear back in 3-5 business days from the Reporting contact

IMPORTANT NOTES

  • If you want the report for Expense Claims AND invoices, you must request these separately as they are different modules
  • You must specify that your report be created in CAD$ as they will otherwise default to USD$
  • If you are requesting a change to an existing report, use the same form
  • Always be sure to use “Analytic Reporting” and “Managed Service Contract” in your case as the Topic and Type, otherwise the request will not go to our Reporting rep / contact and will be delayed