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Indie
Occasional Member - Level 1

Budget Dashboard download

Hi There,

 

Can someone help me with the process of downloading the shared budget to an Excel?

When I click "Send to Excel," it changes to "downloading," and after a few minutes, it jumps back to "Send to Excel," and I can't find any downloaded report.

 

Thanks

 

Indie

1 Solution
Solution
Andras
SAP Concur Employee
SAP Concur Employee

Hi @Indie 😃

Send to Excel option currently has a limitation on how much data it can export, it’s rather time limitation than number of records limitation. This also affects other functionalities on the Budget Dashboard page such as the Search function and detailed view for the budget items. We are evaluating improvements to this functionality, but we don’t have any short-term timeline.

As a workaround, a user with the Budget Administrator role may follow the steps below to export various Budget details that you desire:

1. Go to Administration > Expense > Expense Admin > Budget Configuration
2. Under Budget Items tab, hit More > Bulk Exports
3. Under Select data to export select a Data Type and Fiscal Year.
4. Click Create Export
5. Under Latest Export click Download

Moreover, when you need to check the detailed view of a particular budget item, you may do so via proxy as the budget owner.


Best wishes,

Andras Lukanecz
SAP Concur

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.

View solution in original post

2 REPLIES 2
Solution
Andras
SAP Concur Employee
SAP Concur Employee

Hi @Indie 😃

Send to Excel option currently has a limitation on how much data it can export, it’s rather time limitation than number of records limitation. This also affects other functionalities on the Budget Dashboard page such as the Search function and detailed view for the budget items. We are evaluating improvements to this functionality, but we don’t have any short-term timeline.

As a workaround, a user with the Budget Administrator role may follow the steps below to export various Budget details that you desire:

1. Go to Administration > Expense > Expense Admin > Budget Configuration
2. Under Budget Items tab, hit More > Bulk Exports
3. Under Select data to export select a Data Type and Fiscal Year.
4. Click Create Export
5. Under Latest Export click Download

Moreover, when you need to check the detailed view of a particular budget item, you may do so via proxy as the budget owner.


Best wishes,

Andras Lukanecz
SAP Concur

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.

Indie
Occasional Member - Level 1

Hi Andras,

 

Thank you so much. It worked and appreciate it. 

 

Regards,

 

Indie