How to Create and Manage Custom Travel Reports in SAP Concur
Effective travel management requires not only controlling costs but also gaining detailed insights into travel patterns, policy compliance, and spending behavior. SAP Concur provides powerful reporting tools that allow organizations to create and manage custom travel reports tailored to their specific business needs. These reports help travel managers, finance teams, and executives make informed decisions and optimize travel programs. This article guides you through the process of creating and managing custom travel reports in SAP Concur.
Standard reports offer valuable baseline data, but they may not fully address unique business requirements such as specific approval workflows, compliance monitoring, or departmental budgeting. Custom travel reports enable organizations to:
Start by logging into your SAP Concur dashboard. Navigate to the Reports or Analytics section depending on your user permissions and system version.
SAP Concur offers various report types such as:
Choose the travel-related report template that most closely matches your reporting needs as a starting point.
Modify the report by applying filters such as:
Add or remove columns to display only relevant data points. Common fields include traveler name, travel dates, expense amount, approval status, and booking source.
Organize your report data for easy analysis by grouping information—for example, by department or travel destination—and sorting by amount or travel date.
Once customized, save your report template for future use. SAP Concur also allows you to schedule reports to run automatically at set intervals (daily, weekly, monthly) and deliver them via email to key stakeholders.
Business needs evolve, so regularly review and update your report filters and fields to ensure they remain aligned with organizational goals.
Use SAP Concur’s built-in sharing options to distribute reports to authorized users, ensuring sensitive travel data is accessed only by appropriate personnel.
Complement custom reports with Concur’s dashboard features, which provide visual insights like charts and graphs, helping to communicate findings effectively.
Custom travel reports in SAP Concur are powerful tools that enable organizations to gain actionable insights, improve compliance, and optimize travel spend. By tailoring reports to specific needs and managing them proactively, companies can support strategic travel program goals and drive cost efficiencies. With SAP Concur’s flexible reporting capabilities, travel managers and finance professionals can turn data into a competitive advantage.