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.
- Access Cognos: Log into SAP Concur and navigate to Cognos, which you'll typically find in the Intelligence or Reporting section.
- Create a new report: Start by creating a new report, usually through a "New +" button or similar option.
- Select data source: Choose the "Concur Data warehouse" as your data source.
- Choose a list widget: Select a widget type like "List" to display your data in a table format.
- 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.
- Drag and drop fields: Drag the relevant fields (like List, List Item, List Item Short Code, etc.) into your report layout.
- Filter for your client list: Apply a filter to the "List" column to pinpoint the specific client list you want to export.
- Export the report: Once the report is generated, you should see an option to export it to Excel.