Reporting Training - Standard

Reporting Resources | Analysis Training Sessions | Intelligence Training Sessions | Analytics

SAP Concur currently supports two data analytics and reporting solutions:

  • Analysis and Intelligence (based on Cognos)
  • Analytics: Analytics Essentials and Analytics

On November 15, 2017, SAP Concur released a new Analytics platform for all new US Standard Expense small and medium-sized customers. If you were implemented on the new Analytics platform, you will see 'Analytics' in your SAP Concur product homepage menu. If you are looking for training resources for this product, click on the Analytics link in the menu at the top of the page.

If you are looking for training resources for either Analysis or Intelligence (Cognos product), please reference the below Training Guides, Training Videos and Recorded Classroom Training Sessions. If you are not sure which reporting platform you are on, please contact your SAP Concur Account Team.

Training Guides

Guides Service
Actionable Analytics - User Guide Analysis Download
Analysis vs. Intelligence Comparison Guide Intelligence, Analysis Download
Bursting - User Guide Analysis Download
Concur Analysis Training Manual Analysis Download
Concur Analysis Training Manual (Spanish) Analysis Download
Concur Intelligence Training Manual Intelligence Download
Concur Intelligence Training Manual (Spanish) Intelligence Download
Concur Intelligence Training Manual (Germany) Intelligence Download
Concur Intelligence Training Manual (French) Intelligence Download
Concur Optimization – Best Reports to Track Business Metrics Intelligence Download
Department Manager Dashboard Change Management Documentation Intelligence, Analysis Download
How to Log a Support Case (Non-CI Quote) Intelligence, Analysis Download
Pre-Built Standard Reports Catalog Intelligence, Analysis Download
Reports Approved But Receipts Not Viewed Intelligence, Analysis Download
Using Excel with Analysis Intelligence, Analysis Download

Training Videos

Online Training Videos Service
Adding a Dynamic Date Range Prompt to a Query Studio Report Analysis Play
Concur Best Practices - Organizing Your Environment Intelligence, Analysis Play
Concur Best Practices - Understanding Tools, Adding Custom Fields with Analysis Intelligence, Analysis Play
Adding a Dynamic Date Range Prompt to a Report Studio Report Intelligence Play
Adding Expense Entry Comments to a Report Intelligence Play
Adding Multiple Comments to a Report in Report Studio Intelligence Play
Modifying the Concur Standard Expense Accruals Report Demonstration Intelligence Play
Running a Standard Report Intelligence Play
Scheduling Reports and Changing Time Zone Settings Intelligence Play
Working with Actionable Analytics as a BI Manager Intelligence Play

Specific Report Training

Online Training Videos Service
Pre-Built Standard Reports Catalog Intelligence, Analysis Download
Reports Approved But Receipts Not Viewed Intelligence, Analysis Download

Recorded Classroom Training Sessions

Recorded Training Sessions Service
Recorded Training Session – Cognos Connection Intelligence, Analysis Play
Recorded Training Session – Query Studio Intelligence, Analysis Play
Recorded Training Session – Report Studio Part 1 Intelligence Play
Recorded Training Session – Report Studio Part 2 Intelligence Play
LATAM Intelligence Recorded Training Session 1 Intelligence Play
LATAM Intelligence Recorded Training Session 2 Intelligence Play
LATAM Intelligence Recorded Training Session 3 Intelligence Play