How can I generate a report to see all rental car transactions from the past year?

[JCKasai]

Hi,

My management has asked me to generate a report containing all rental car transactions company-wide from the past year. I have been searching through the training videos, but found nothing that can help me with this task. Any insight on how to do it would be greatly appreciated.

[carmel_rochon]

If you have access to Cognos Reporting, I think the following path will give you what you're looking for:

Reporting > Analysis > Content > Intelligence/Standard Report > Trips > Car Receipt Details

Then fill in the required fields with whatever data parameters you need, and click Finish in the bottom right corner. Hopefully it captures the information you need! 

[JCKasai]

Thank you @carmel_rochon 

Question, if I had no access to Cognos, is there a way to generate that report?

[carmel_rochon]

Hmm, I'm not sure about that... hopefully @KevinD  will have some kind of workaround! 

[KevinD]

@carmel_rochon Cognos and the canned Travel Reports that @cjmarimo mentioned are the two best options for seeing rental car transactions. 

@JCKasai it is pretty easy to get Cognos access. It is just a permission that needs to be added to your profile. 

[PoojaKumatkar]

Hi @JCKasai ,

Below is the alternate way to get list of such expense report which has Car Rental expense type in it.

For that you need Expense Processor/ Expense Processor (Audit) role.

1. Create custom query

2. Write below conditions as per your expense type and save query.

3. Run your custom query as shown below. With that you will get a list of all expense reports which has car rental expense type in it.

After that you can extract that expense report list into excel if needed using 'send to excel' option available at bottom.

Note - With this query, you will not get transactional information. It will only give you expense report header information which has Car Rental expense type in it.

[cjmarimo · Accepted solution]

hello @JCKasai 

If you only have the Travel module, you can see all car rental transactions:

                     Go to: Home->Reports->Trip Reports->Car Rental Details

                                        Select:

                                               *Date range: All year

                                               *Year: 2023

                                               *Output file type: ...

BR,

cj

[JCKasai]

Thank you very much @cjmarimo