Assigning Reports

Objective

After completing this lesson, you will be able to assign Reports in the Report Admin in Company Administration for Concur Travel.

Assign a Report

You can assign travel reports in four ways:

In this example, we will assign travel reports by the report name. Review the following steps to learn more about assigning travel reports.

Select Report Name from the Modify Reports by dropdown menu.
Select the appropriate report from the Report Name dropdown menu. In this example, we will select General – Company Locations.
You can rename the report in the Rename Report to field. In this example, we will rename the report to Company Locations.
Select an owner from the Owner dropdown menu if applicable, otherwise leave the field input as No Owner.
Note
The Owner field is only applicable when assigning reports by Report Name.
Select the appropriate user or group and then select Add. If you are assigning more than one, hold the CTRL key down while selecting each group or name.
Select Save.

The report is updated.

You can assign reports by report name, group, rule classes, or users
You can rename the report if needed or set Owner only while assigning by Report Name
Hold Control to select multiple users or groups before selecting Add