How to Download Data from SAP Concur

With SAP Concur, you can keep all of the important data regarding your travel, including expense reports and invoices. However, it can make it easier for you to track the expenses that you or your employee incur during a trip, an event, or a hosted meal.

How to Download Data from SAP Concur

In addition to storing the data on the Concur system, you’re also allowed to keep your data on your own, either on a soft file in your computer library or on a printed sheet. To get your data from Concur, you definitely need to download it first. It would be complicated to download data from Concur if you did not yet know how to do so.

No worries! This post will show you how to download data from Concur. Let’s check it out!

Downloading Data from SAP Concur: Here’s How!

The expense reports are the most common data that many people download from Concur. Downloaded expense reports are a good way to keep a copy of their expense records for their own records. These can maintain a personal archive of expenses incurred, reimbursement details, and supporting documentation.

You can get the expense reports from Concur in the following three ways:

    • Printing the report
    • Storing the report as a PDF file
    • Sending the report as an email

If you happen to have to download expense reports from Concur, you can perform the following steps:

    • First, you need to log into SAP Concur using the credentials you’ve registered.
    • Once logged in, you can go to the “Expense” section.
    • Then, select the expense report you want to download.
    • Above the expense report, click on the “Print/Share” drop-down menu. If you’re on the Legacy UI, you can click on “Print/Email.”
    • From the drop-down list, you need to choose one of the options: 1) Receipt Report 2) Detailed Report, and 3) Copy of Detailed Report
    • After you choose one option, you have to select your desired option: Print, Save as PDF, and Email.
      1. If you choose Print, you can get the printed expense report. Make sure to connect your computer to your printer device before you decide to print it.
      2. If you choose Save as a PDF, you can get the expense report in PDF format, and it will be saved into your computer library.
      3. If you choose Email, it will send the expense report in the body of the email and as a PDF attachment.

That’s how to download data, especially expense reports, from SAP Concur. It’s pretty straightforward to do, isn’t it?

Can You Export the Expense Reports to Excel?

Absolutely, yes! You can really export the expense reports to Excel as an Expense Processor. SAP Concur actually provides the “Export” page, which can allow you to create and download an approved report list of files compatible with Excel. Interestingly! The exported file can be imported into your financial system to pay your employees.

Okay, here’s how to export expense reports to Excel!

    • First, sign into SAP Concur with your credentials.
    • Once logged in, you can go to the “Expense” section.
    • Then, you need to choose “Processor ⇒ Process Reports.”
    • After that, you have to click “Run Query.”
    • Make sure to choose the query you want to run.
    • Last, choose “Send to Excel” below the query results.

Congratulations! You’ve exported the expense files from SAP Concur to Excel.

To see more report information in your Excel file, you may need to add the necessary columns to your view by following these steps:

    • First, head to “Expense” ⇒ “Processor” ⇒ “Process Reports.”
    • Then, select “List Settings.”
    • Make sure to choose the “Columns” that must be displayed. Once the columns have been added, you can click and drag them to reorder them.
    • Last, click “OK.”

Why Do People Download the Expense Reports from SAP Concur?

Basically, people download the expense reports from Concur to keep a copy of the reports, which at any time may be needed for their own reference and records. In addition, there are several reasons why people download the data, especially expense reports from Concur. The following are possible reasons for it:

    • These can help individuals and organizations meet their internal and external auditing requirements.
    • These can allow for easy access for review and verification purposes.
    • These can be used as requirements for submitting them for reimbursement to their organization.
    • People can provide the necessary documentation and evidence to support their reimbursement claim.
    • These allow them to conduct further analysis and reporting on expense data.
    • By downloading it, people can edit and analyze the data to identify spending patterns, budget planning, and cost-saving opportunities.
    • These provide the flexibility to integrate expense data with other systems or tools.
    • These allow individuals and organizations to access and share the reports offline.
    • These can be helpful when there is limited or no internet connection to access the SAP Concur website.

Related Posts