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lzconcep
Occasional Member - Level 2

Exporting from List Management

Does anyone know where I can find the instructions for how to export data from "List Management" in Professional Version?  

2 Solutions
Solution
PoojaKumatkar
Frequent Member - Level 2

Hi @lzconcep ,

There is no option to export list items from list management. 

However, if needed you can export list items by creating custom report in Cognos.

 

 

If this answers your query, then please mark solution as accepted.

Thanks!
Regards,
Pooja

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Solution
lzconcep
Occasional Member - Level 2

@PoojaKumatkar  Thank you Pooja.  That was going to be my next step, but I though I'd ask first if there maybe an easier and readily available option.

View solution in original post

6 REPLIES 6
grodriguezproje
Super User
Super User

lzconcep
Occasional Member - Level 2

Hi @grodriguezproje 

I just checked it and there is no instruction any where on how I can eXport the data.  I see the import button and that is it.

Solution
PoojaKumatkar
Frequent Member - Level 2

Hi @lzconcep ,

There is no option to export list items from list management. 

However, if needed you can export list items by creating custom report in Cognos.

 

 

If this answers your query, then please mark solution as accepted.

Thanks!
Regards,
Pooja
Solution
lzconcep
Occasional Member - Level 2

@PoojaKumatkar  Thank you Pooja.  That was going to be my next step, but I though I'd ask first if there maybe an easier and readily available option.

mhanel
Occasional Member - Level 1

I am new to creating a custom report in Cognos, if anyone has the time, can you send instructions on how to create a report for List Management?

Very much appreciated!

PoojaKumatkar
Frequent Member - Level 2

Hi @mhanel ,

 

Role Required - Cognos Professional Author

 

1. Click on Content folder >> click on New + button (top right corner) >> Click on Report >> click on Create button

2. Select a Source + (left hand side pane blue button) >> pop up window appears >> select Concur Data warehouse >> click on Open button

3.  From the middle pane select a widget type "List" >> pop up window >> click ok

4. From left side pane >> expense "Expense" folder >> Expand "Lists" folder >> Expand "Custom and Connect Lists" folder 

5. Drag and drop fields - List, List Item, List Item Short Code, List Level (optional and if list is connected list), List Item Deleted Flag (optional)

6. Once drag in table >> select List column header and apply filter to search for the list name.

PoojaKumatkar_0-1746715910159.png

PoojaKumatkar_1-1746715949865.png

PoojaKumatkar_2-1746715971568.png

 

Hope this helps.

 

 

 

Thanks!
Regards,
Pooja