Daniel1968
Occasional Member - Level 1

Trying to export from Expense a list of Clients

Has any one been able to export a list of Clients and or Department from list management in excel, when I follow the below instructions I'm not getting the complete information.

 
  1. Access Cognos: Log into SAP Concur and navigate to Cognos, which you'll typically find in the Intelligence or Reporting section.
  2. Create a new report: Start by creating a new report, usually through a "New +" button or similar option.
  3. Select data source: Choose the "Concur Data warehouse" as your data source.
  4. Choose a list widget: Select a widget type like "List" to display your data in a table format.
  5. Locate list data: Browse through the Concur data warehouse folders to find your list data. It's usually located under Expense > Lists > Custom and Connected Lists.
  6. Drag and drop fields: Drag the relevant fields (like List, List Item, List Item Short Code, etc.) into your report layout.
  7. Filter for your client list: Apply a filter to the "List" column to pinpoint the specific client list you want to export.
  8. Export the report: Once the report is generated, you should see an option to export it to Excel. 
1 Solution
Solution
KevinD
Community Manager
Community Manager

@Daniel1968 which of the two are you trying to get the list for, Clients, Departments or both? 

 

I take it that the by "not getting complete information" you can see that some of the clients and/or departments aren't showing? Are there many not showing or just a few? About how long of a list should these be and how many do you see being returned?


Thank you,
Kevin
SAP Concur Community Manager
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1 REPLY 1
Solution
KevinD
Community Manager
Community Manager

@Daniel1968 which of the two are you trying to get the list for, Clients, Departments or both? 

 

I take it that the by "not getting complete information" you can see that some of the clients and/or departments aren't showing? Are there many not showing or just a few? About how long of a list should these be and how many do you see being returned?


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.