Export Card Transactions to Excel

[KP12]

Hello,

Is there a way to export the "Card Transactions" tab in concur to Excel?

Our team is wanting an ability to easily compare the card transactions that show up in concur to the card transactions showing up in our ERP system.  Without being able to export the card transactions it is very difficult to compare these together and requires manual work resulting in human errors.  If we can export the card transactions from Concur into excel then we would be able to use different formulas and functions to make this process much easier, more accurate, and more efficient.

If this is not an option already then I believe it would be an easy thing to implement since all of the information is already held within Concur and presented in the proper format.  Many users would benefit greatly from this.

Thank you 

[cjmarimo · Accepted solution]

Hello @KP12 

In Analysis/Intelligent reports, you can find the "Credit Card Transactions" report where you can apply filters and the result can be exported to Excel.

In Analysis/Intelligent: to look for "Credit Card Transactions" report 

"Credit Card Transactions" report:

 

Export results to Excel:

BR,

cj

[KevinD]

@KP12 from within the product itself, there is not a way. So, I would echo what @cjmarimo posted. Cognos can get you what you are looking for.

[efa7ld15]

Hi cj,

thank you for the information. Unfortunately I see only these menue items:

How can this be expanded? Thanks a lot for yor help and best wishes from deutsche Post AG / DHL Group