Reporting tools and tips

The tools below are available to support Business Liaisons and Budget Fiscal Officers across university departments in efficiently and accurately tracking expenses in Concur.

Concur reporting glossary

• Business Liaison - Department business staff identified as the primary business reviewer in Concur. A business liaison has department level access.
• Budget Fiscal Officer – An academic college's or administrative unit's financial administrator who manages the business operations, budgets, and personnel funds. They serve as the primary link between central university finance offices and unit leaders.
• Delegate – a delegate is someone who can act on your behalf in Concur. You can delegate access for preparing, reporting, receiving emails and approving.

Microsoft Excel tips

Reporting outputs are frequently delivered in Excel, making it a central tool for data review and analysis. The following tips are designed to help you efficiently navigate your reports and leverage Excel’s capabilities to their fullest potential.