Présentation de Concur Request
Exploration des outils de configuration de Concur Request
Exploration des outils d’administration de Concur Request
Exploration des exigences de gestion de Concur Request
Configuration de la gestion des listes
Configuration des configurations de délégués
Configurer les paramètres de site
Configuration des participants
Configuration des sites
Configurer des règles de contrôle
Configuration des agences de voyage
Configurer les e-mails de rappel
Configuration des notes de frais imprimées
Configurer l'administration de la société

Working with Printed Reports

Objective

After completing this lesson, you will be able to explain Printed Reports in Concur Request.

Introduction

In this unit, you will refresh your knowledge of the Printed Reports configuration tool that you learned about in the Concur Request Admin Overview unit. Then you will learn about how Printed Reports are used in Concur Request and how to configure them for CVI.

Note

It is strongly recommended that you have a copy of CVI's business requirements available as you complete this unit.

After completing this unit, you will be able to:

  • Explain Printed Reports.
  • Demonstrate configuring Printed Reports in Concur Request based on CVI's business requirements.

Printed Reports Overview

Printable reports are a printed copy of the request created by the employee. If the Print/Email feature is enabled in Site Settings, not only will employees be able to print the report but also e-mail it in PDF format. Printed Reports are used primarily:

  • To be included in, or attached to, the notifications sent to the TMC for booking once the request is approved.
  • By a user (submitter, approver, or administrator) to have a hard copy of the request.

Some default reports are included in the template site provided by SAP Concur. The Printed Reports tool allows you to create and modify the printable reports available in Concur Request. Like most configurations, SAP Concur recommends copying the default reports and making changes to your copies.

Just like in Concur Expense, Printed Reports are activated on the Policy, so each Policy can have its own set of printable reports.

Resources

Review the Concur Request Documentation to learn more about configuring Printed Reports. The configuration guides are found under the Implement > Professional Edition section of the page.

The Printed Reports configuration tool allows you to create and modify printable reports. Progress to the next lesson to learn the configuration steps and practice for CVI.