Travel: Travel Reporting User Guide Professional Standard

Travel: Travel Reporting
User Guide
Last Updated: August 30, 2021
Applies to these Concur solutions:
 Expense  Professional/Premium edition  Integrated with Professional/Premium Travel  Stand-alone  Standard edition  Integrated with Standard Travel  Stand-alone  Concurforce
 Travel  Professional/Premium edition  Integrated with Professional/Premium Expense  Integrated with Professional/Premium Request  Stand-alone  Standard edition  Integrated with Standard Expense  Stand-alone
 Invoice Management  Professional/Premium edition  Integrated with Professional/Premium Expense  Stand-alone  Standard edition  Integrated with Standard Expense  Stand-alone
 Authorization Request (formerly Travel Request)  Professional/Premium edition  Integrated with Professional/Premium Expense  Integrated with Professional/Premium Travel  Stand-alone

Table of Contents

Section 1:

About this Guide........................................................................................1 In this Guide................................................................................................1 NOT in this Guide .........................................................................................1 Available Travel Data ....................................................................................2 Available Output Formats ..............................................................................2

Section 2:

Assign Permissions, Assign Reports, and Access Reporting.......................3 Professional Edition.......................................................................................3 Standard Edition ........................................................................................ 10

Section 3:

Reports – Travel Section .........................................................................12 Air Adoption By Month ................................................................................ 12 Amtrak Summary Report............................................................................. 12 Car Rental Details....................................................................................... 12 Company E-Receipt Opt Ins ......................................................................... 12 Concur Adoption (all segment types) ............................................................ 13 Employees Traveling Today ......................................................................... 13 Flight Detail ............................................................................................... 13 Guest Travel Bookings ................................................................................ 15 Hotel Detail ............................................................................................... 16 International Travel Spend .......................................................................... 16 Premium Class Travel Spend........................................................................ 16 Rail Detail.................................................................................................. 16 Southwest Credit Monitoring ........................................................................ 17 Taxi/Limo Detail ......................................................................................... 17 Travel Assistants ........................................................................................ 18 Travel Policy Exceptions .............................................................................. 18 Travel Spend Summary ............................................................................... 19 Trip Approvals............................................................................................ 19 Trips Needing Approval ............................................................................... 19 Unused Tickets........................................................................................... 19 User Concur Travel History .......................................................................... 19 User Supplied Hotels................................................................................... 20 Voided Tickets............................................................................................ 20

Section 4:

Reports – General Section .......................................................................22 Admin Password Changes ............................................................................ 22 Assistants in Company ................................................................................ 22 Company Locations..................................................................................... 22 Concur Travel Credit Cards .......................................................................... 22 Employee Company Groups ......................................................................... 22 Employee Custom Fields.............................................................................. 22 Employee Details........................................................................................ 23 Employee Details (Extended) ....................................................................... 23

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Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.

Employee Details (Extended) Slim ................................................................ 23 E-Receipt Enabled Employees ...................................................................... 23 Frequent-Traveler Programs ........................................................................ 23 Report Permissions ..................................................................................... 23 TripIt Connected Users Detail....................................................................... 23 TripIt Connected Users Summary ................................................................. 23 User Permissions Changed........................................................................... 24 User Preference Changes Version 2............................................................... 24 User Profile Changes Version 2..................................................................... 24

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Travel Reporting User Guide

Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.

Revision History for this Guide

Date

Notes / Comments / Changes

January 26, 2022

Updated the copyright year; no other changes; cover date not updated

August 30, 2021

Removed note re: Mask Medical Data, which is no longer applicable.

April 24, 2020

Added note to Guest Travel Booking; report is only available to companies in the US Datacenter.

February 14, 2020

Updated the copyright; no other changes; cover date not updated

July 15, 2019

Updated Itinerary Source and Record Locator section under Available Travel Data

March 27, 2019

Removed reference to the Flight Summary report

November 16, 2018

Removed reference to the Meeting reports guide

November 5, 2018

Several reports retired

July 18, 2017

Removed Car Rental Receipt Details report and Hotel Receipt Detail report, since they are no longer used

June 1, 2017

Updated the description for the Flight Segment Details report

August 1, 2016

Removed a reference to SWABIZ (retired as of July 31 2016)

December 17, 2015

Added additional information about assigning permissions

August 25, 2015

Added Browser Report

Updated Expiring Credit Cards

May 9, 2014

Changed references to Open Booking; now called TripLink

Changed references to Analysis/Intelligence; now called Concur Insight

December 23, 2013

No content changes for December; updated cover and copyright

November 25, 2013

As of September, the Amtrak Direct Connect Cancellations report has been available in Standard Edition

September 6, 2013

Full revision

Travel Reporting User Guide

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Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.

About this Guide
Travel Reporting
Section 1: About this Guide
In this Guide
This guide describes the real-time Concur Travel reports: • General • Travel
Professional and Standard Edition ONLY
This guide describes reports for Professional Edition and Standard Edition. The descriptions on the following pages indicate if the report applies to Professional, Standard, or both.
NOT in this Guide
There are other features and reporting solutions offered by SAP Concur. That information is not included in this guide. Instead, they have their own guides, as noted below:
• Other features: This Reporting section of Concur Travel includes other reports. They include:  TripLink (formerly Open Booking): These reports appear only if your company uses TripLink. Refer to the TripLink User Guide.  Mobile: These reports appear only if your company uses Concur for Mobile. Refer to the SAP Concur's Mobile App – Reports guide.
• Other product editions: Other editions, such as Small Business Edition, are not addressed here. Refer to the documentation for the other editions.
• Intelligence/Analysis (Cognos): This guide does not include information about the reports generated or managed in SAP Concur Analysis/Intelligence (using Cognos). For information those reports, refer to the Analysis/ Intelligence guides.

Travel Reporting User Guide

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Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.

About this Guide
Available Travel Data
Travel provides reports on trips, regardless of whether the trip was booked online or through an agency (assuming the TMC has set up offline reporting for the site). Travel updates reports in real time and includes information from every stage of the process – from the initial build of a Passenger Name Record (PNR) through all ticketing transactions. Additionally, the data that Travel collects directly from a vendor or consolidator for online transactions includes all necessary details about the trip should you need to make changes to the tickets purchased. This data collection provides a valuable opportunity to analyze the difference in fares presented on websites and in the Global Distribution System (GDS).
Concur Travel compiles reports from underlying databases that are updated by an automated feed process with information found in trip itineraries. This allows you to make decisions based on the latest information available.
Itinerary Source and Record Locator
Certain Travel reports include Indirect Concur TripLink and Direct Concur TripLink in the Itinerary Source search dropdown.
With Indirect Concur TripLink, user email is forwarded to [email protected]
With Direct Concur TripLink, a user books a reservation on a connected TripLink supplier site and the supplier posts it via a Concur Travel API.
NOTE: The Itinerary Source for a booking is how SAP Concur received the booking. The Booking Source is where the booking originated, which is usually a GDS or travel supplier name.
Be aware that for TripIt and TripLink itineraries, the Record Locator column on these Travel reports may display Manual, Manual_0, Manual_1, etc. in lieu of an actual record locator. This occurs when the email parser cannot parse the booking source name (supplier). When there is more than one such email for the same trip (example: if both car and hotel emails have parsing issues), we append _0, _1, _2 at the end of ‘Manual’ to distinguish them from each other.
With TripIt, user email is forwarded to [email protected]
Available Output Formats
For most reports, you can view them on-screen and download them in HTML, Microsoft® Excel, Microsoft® Access, CSV, TXT, XML, and PDF format. Some reports may have additional output options.

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Travel Reporting User Guide

Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.

Assign Permissions, Assign Reports, and Access Reporting
Section 2: Assign Permissions, Assign Reports, and Access Reporting
Professional Edition
This is a two-step process. • The User Admin (or Permissions Admin) assigns the Report Admin permission to one or more users and the Report User permission to one or more users. • Then, the Report Admin assigns specific reports to the Report User.
Once these steps are complete, the Reporting link and the assigned reports appear in SAP Concur for the Report User.
Assign Report Admin and Report User Permissions
The User Admin (or Permissions Admin) assigns the Report Admin and the Report User permission to one or more users.
 To assign the reporting permissions:
1. Click Administration > Company (on the sub-menu) > Company Admin.
NOTE: Depending on your permissions, the page may appear immediately after you click Administration.
2. In the User Administration section of the left menu, click User Permissions.
3. Click the Travel tab.

4. On the Administer Company Permissions page, in the Modify Permission by list, click Permissions, Groups, Rule Classes, or Users.

Travel Reporting User Guide

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Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.

Assign Permissions, Assign Reports, and Access Reporting

 Assign the Report Admin permission to one or more users. These Report Admins will assign reports to Report Users.
 Assign the Report User permission to one or more users. These Report Users will access and use the reports.
 For more information about User Admin, refer to the User Admin User
Guide.
Assign Report Access by Report Name
 To assign report access by report name:
1. Click Administration > Company (on the sub-menu) > Company Admin.
NOTE: Depending on your permissions, the page may appear immediately after you click Administration.
2. In the Company Admin section of the left menu, click Report Admin. The Administer Report Permissions page appears.
3. In the Modify Reports by list, click Report Name (if it is not already selected).

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Travel Reporting User Guide

Last Updated: August 30, 2021

© 2004 – 2022 SAP Concur All rights reserved.