Daniel1968
New 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. 
0 REPLIES 0