How to Locate Concur Report Key, Report ID and Request ID


There will be a new Request User Interface (UI) in Concur Starting October 1. The process outlined below will not change but the screenshots will be outdated. We'll be working on updating all related knowledge base articles in the upcoming weeks. In the meantime, here is a quick look at how the new Request UI will look starting October 1.

Overview


Critical Concepts


Steps to Take


Finding the Report ID as a User or Delegate

1. To find the Report ID as a user or delegate, login to Concur
2. Select the Expense module

3. Select the desired Expense Report 
4. Select Report Details, and then Report Header from the drop-down menu

5. Scroll down to locate the field: Report ID

a. The Report ID is a long alphanumeric value

Finding the Report ID of an Approved Document as a User or Delegate

1. Log into Concur
2. Select the Expense module

3. Select Active Reports to search for the date that the Expense Report was approved using the options: Last 90 Days, This Year, Last Year, Date Range

4. The Report ID can be found underneath the Report Name

Finding the Report Key as a User or Delegate

1. Open the desired Expense Report
2. Select Print/Share, and then **Report - Detailed from the drop-down menu

3. The Report Key is under the Report Header section

Finding the Request ID as a User or Delegate

1.To find the Request ID as a user or delegate, log into Concur
2. Select the Requests module

3. Select the desired Request 
4. Your Request ID is a 4-digit alphanumeric value found near the top of the page

Finding the Report Key, Report ID, Request ID as an Approver

1. To find the Report Key as an approver, log into Concur
2. Select the Approvals module

3. Select the Expense Reports tab

4. Select the desired Expense Report
5. Select Details, and then Report Header from the drop-down menu

6. Scroll down, below Business Purpose/Additional Information, is

a. The Report Key is a number of at least 4 digits
b. The Report ID, a long alphanumeric value

Finding the Request ID as an Approver

1. To find the Request ID as an approver, log into Concur
2. Select the Approvals module from the top of the screen

3. Select the Requests tab

4. Select the desired Request
5. Your Request ID is a 4-digit alphanumeric value found near the top of your screen

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494