Vijaya_kumar
New Member - Level 1

How to extract annual travel request to excel for record

How to extract the entire travel request from concur to excel for reporting and record? For user 

1 Solution
Solution
cjmarimo
Super User
Super User

Hello @Vijaya_kumar 

 

For standard users, this option does not exist.

 

However, there are two possibilities:

  • If your company has the Cognos module (Analysis / Intelligence) enabled and you have been assigned a Cognos role, you would have access to reports. Alternatively, If your manager has the “BI Manager” role, he/she could view the data of the people who report to them.

  • An administrator with the “Request Processor” role could do it. Here is a link explaining how someone with that role can export the data: Exporting Query Results to Microsoft Excel
    You should contact your company’s Concur administrator.

BR,

cj

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1 REPLY 1
Solution
cjmarimo
Super User
Super User

Hello @Vijaya_kumar 

 

For standard users, this option does not exist.

 

However, there are two possibilities:

  • If your company has the Cognos module (Analysis / Intelligence) enabled and you have been assigned a Cognos role, you would have access to reports. Alternatively, If your manager has the “BI Manager” role, he/she could view the data of the people who report to them.

  • An administrator with the “Request Processor” role could do it. Here is a link explaining how someone with that role can export the data: Exporting Query Results to Microsoft Excel
    You should contact your company’s Concur administrator.

BR,

cj