Concur
View more information about reports that display data from the Concur Expense module and UC San Diego Credit Card transactions.
Concur reports will make it easier to review multiple expense reports and credit card transactions at once using a variety of prompts. The reports will help answer business questions related to the status of expense reports and credit card transactions, as well as past totals for travel, event and procurement card expenses. Additional reports around requests, delegates, and more will be coming over time as that data becomes available in the Financial Activity Hub.
The following Concur reports are now available:
Please note that the Concur data for the reports is updated daily via an overnight batch and may be up to 24 hours delayed. The data exists from the start of Concur (June 2020) to the previous day.
| Report | Description |
|---|---|
| Concur Expense Reports | The report displays Concur Expense Report details, enabling the user to review multiple Concur expense reports at once using various prompts. This report shows all expenses assigned to a Concur Expense Report. If an expense is not assigned to an expense report it would NOT show in this report. For unassigned credit card transactions please view the credit card transactions report. |
| Outstanding Card Charges | This report unreconciled UCSD Credit Card transactions by age and status. Cards include the UCSD centrally billed CTS Air and Hotel Cards, Procurement Cards (P-cards), and Travel and Entertainment Cards. |
| Credit Card Transactions | The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Use this report for all your Concur credit card related needs. |
| Credit Cardholders | This report shows all UC San Diego card holders that have utilized their university card product. Card products include Travel & Entertainment Cards, and Procurement Cards (P-cards). |