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1 The presentation will begin shortly. Audio will be streamed directly via your computer speakers. Enjoy the webcast!

2 Leveraging Data for Maximum Spend Visibility A Solution Series Webinar Jeanne Dion Value Consultant, SAP Concur

3 Agenda Best Practices Real World Reporting Training Options 3

4 Creating or Refreshing your Reporting Strategy Assign your reporting strategy to someone with time Know your training options (and take advantage of them) Engage & exchange ideas with your peers 4

5 Free Online Reporting Training Analysis / Intelligence 5

6 Free Online Reporting Training Analysis / Intelligence 6

7 Free Online Reporting Training Analytics 7

8 Report Timeline 0-3 Months 3-6 Months 6+ Months Operational reports to get started Expense Accruals Invoice Accruals Reconciliations Expense Details Invoice Details Administrative Clean up Management Department Spend Budget vs. Actual Administrative Workflow Analysis Policy Examination Aging Transaction Reminders Exception Analysis User Survey Analysis Adoption analysis Missing Receipt Analysis Financial / Executive Spend Trends Year End Reporting KPIs Procurement Vendor analysis 8

9 Use Standard reports to get started - Intelligence Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation 9

10 Use Standard reports to get started - Analytics Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation 10

11 Use Standard reports to get started Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation Credit Card Reconciliation > Credit Card Transactions Reconcile to your credit card statement 11

12 Use Standard reports to get started Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation Credit Card Reconciliation > Credit Card Transactions Reconcile to your credit card statement Tip: Use _maketimestamp() to automate report to run On your statement date range ie, 24 th 23rd 12

13 Custom Report Sample Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation Credit Card Reconciliation Extract Reconciliation Reconcile to your Import/Extract Job 13

14 Use Standard reports to get started Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation Credit Card Reconciliation Extract Reconciliation Billing Reconciliation Daily Funding Reconciliation Reconcile to your SAP Concur Billing Trend & Detail available 14

15 Custom Report Sample Operational reports to get started Expense Accruals Invoice Accruals Expense Details Invoice Details Reconciliation Credit Card Reconciliation Extract Reconciliation Billing Reconciliation Daily Funding Reconciliation 15

16 Use your data strategically to Monitor profile completion and list data accuracy Communicate with end users Analyze policy decisions Monitor processes 16

17 Use Standard reports to get started Administrative Cleanup Report Employee Details Authorized Approver Details Employee Roles Solution Review profile data for completeness Review approver limits for accuracy Manage role access TIP: Make it ACTIONABLE! Automate to return data when specific fields are not populated 17

18 Custom Report Samples Administrative Cleanup Review your list data for accuracy during implementation and ongoing 18

19 Custom Report Samples Administrative Cleanup 19

20 Standard Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis Report Expense Processing Workflow Compliance Expense Exception Analysis Solution Review & Analyze the timeliness of expense submission and payment Review & Analyze exception offenders 20

21 Standard Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis TIP: Train users to provide detailed information about experiences here so the report can be used effectively to know when there are challenges. 21

22 Standard Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis TIP: Automate the report ONLY when the overall rating dips below a specified threshold. 22

23 Standard Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis Report Expense Mobile Metrics Invoice Mobile Metrics Mobile Login Summary Travel Mobile Metrics Summary Solution Analyze Mobile Adoption by tool and actions Report Adoption (Air, Car Hotel) Air Adoption by Month Solution Analyze Adoption 23

24 Custom Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis TIP: Send reminders to Managers & Employees for transparency 24

25 Custom Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis Use data for help with policy analysis & decisions 25

26 Custom Report Samples Administrative Workflow Analysis Exception Analysis User Survey Analysis Adoption analysis Aging Transaction Reminders Policy Examination Missing Receipt Analysis 26

27 Creating or Refreshing your Reporting Strategy Know your companies and departmental spend goals Create spend data stories for all layers of your organization Automate to send relevant data and to stay in touch with end users 27

28 Use Standard reports to get started Management / Dept Owners Department Spend Budget vs. Actual Report Solution Customization Expense Entry Expense Summary by Expense Type and Year Review processed spend Review aggregated spend By Cost Centers, Departments or other organizational structures; automate regularly/send direct to department owners; burst by manager/owner Executive Briefing Summary Review High Level Spend Trend over time by expense type and month Review your department spend by different attributes TIP: to add custom fields Concurtraining.com Concur Best Practices Understanding Tools, Adding Custom Fields with Analysis 28

29 Custom Report Samples Management / Dept Owners Department Spend Budget vs. Actual TIP: Use grey/black for ease of printing! Use color to highlight highs or lows 29

30 Use Standard reports to get started Management / Dept Owners Department Spend Budget vs. Actual Intelligence Concurtraining.com Department Manager Dashboard Change Management Documentation 30

31 Customized Budget vs. Actual - Intelligence Management / Dept Owners Department Spend Budget vs. Actual Intelligence TIP: Bursting can be used to load budget data 31

32 Use Concur Budget for streamlined Budget vs. Actual reporting Management / Dept Owners Department Spend Budget vs. Actual Intelligence Budget 32

33 Use Concur Budget for streamlined Budget vs. Actual reporting Management / Dept Owners Department Spend Budget vs. Actual Intelligence Budget 33

34 Standard Report Sample Drive Analysis 34

35 Detect & Policy Audit Reporting Detect Reporting 35

36 Detect & Policy Audit Reporting Policy Audit Reporting 36

37 Standard Report Sample 37

38 Where do I start? Training Analysis / Intelligence I need to Asset Name What you will learn Adding Custom Fields with Analysis, Running a Standard Report Modifying the Concur Standard Expense Accruals Report Demonstration Adding Expense Entry Comments to a Report Adding Multiple Comments to a Report in Report Studio 38

39 Where do I start? Training Analysis / Intelligence I need to Asset Name What you will learn Contact your Account Representative about a 3 day hands on reporting training 39

40 Recap Best Practices & Sample standard and custom reports to Leverage Data Strategically Assign your reporting strategy to someone with time Know your training options (and take advantage of them) Engage & exchange ideas with your peers Use your data strategically to Monitor profile completion and list data accuracy Communicate with end users Analyze policy decisions Monitor processes 40

41 Employee Initiated Spend Expense Invoice Drive Travel Detect Budget Policy Audit TripLink 41

42 Reporting Options Analysis Available to all Customers out of the box. Intelligence Optional Upgraded reporting tool. Consultative Intelligence Optional Reporting Strategy and Report Building Assistance Analytics Available to Small business customers only 100+ Standard reports Quick drag & drop query building tool 150+ Standard reports Dashboards Sophisticated Report Building Tool Work with SAP Concur data experts to craft your data story today and maintain as your company goals evolve. Quick & Easy built in dashboards to support your business Scheduling/Bursting capability 42

43 Questions?

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