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