abbierichardson
New Member - Level 1

Concurn exporting to EXCEL for certain dates

Hey, can anyone help me.

 

I am trying to download a excel report that runs from certain dates in concurn, so it matches with our report from credit card.

1 Solution
Solution
cjmarimo
Super User
Super User

Hello @abbierichardson ,

 

If you need to reconcile it with the credit card statement, use Analysis / Intelligence and run the Credit Card Transactions report. That report lets you choose the date field (Posted Date or Transaction Date) and apply a Range to limit the period; after that, you can export the result to Excel.
 
 
Credit Card Transactions ReportCredit Card Transactions Report
 
 
Credit Card Transactions CriteriaCredit Card Transactions Criteria
 
I recommend choosing "Excel data" as the export format.
File Format - "Excel data"File Format - "Excel data"
 
 
 

Hope that helps! 🟣✔️

Best Regards,
CJ

 
 

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1 REPLY 1
Solution
cjmarimo
Super User
Super User

Hello @abbierichardson ,

 

If you need to reconcile it with the credit card statement, use Analysis / Intelligence and run the Credit Card Transactions report. That report lets you choose the date field (Posted Date or Transaction Date) and apply a Range to limit the period; after that, you can export the result to Excel.
 
 
Credit Card Transactions ReportCredit Card Transactions Report
 
 
Credit Card Transactions CriteriaCredit Card Transactions Criteria
 
I recommend choosing "Excel data" as the export format.
File Format - "Excel data"File Format - "Excel data"
 
 
 

Hope that helps! 🟣✔️

Best Regards,
CJ