Exporting Query Results to Microsoft Excel

Objective

After completing this lesson, you will be able to export the processor tool query results to Microsoft Excel in Concur Professional Request.

Overview

Once you run your query and it's showing the data elements you want in the order you want, you can export the results to Microsoft Excel if you prefer. This enables you to use the Request Processor tool to create simple reports to provide to your management and other stakeholders. The exports are generally placed in your default Downloads folder and have a name of "report_XXXXX.xls".

Note

  • This process outputs the data in an xls file, not an xlsx file. Please be aware of the limitations between the two different file formats.
  • Microsoft Excel may misrepresent certain data elements, such as removing leading zeroes. For example, if you have a cost object with an ID of "0001234" it may get exported to Excel as "1234". Please take a close look at your data before presenting it to others.

How to Export Data to Microsoft Excel

In this example, you'd like to take the data and columns created in the previous two lessons and export it to Microsoft Excel.

Steps

  1. Export the data to Microsoft Excel.

    Screenshot showing the selection of the Send to Excel button.

    Select the Send to Excel button.

  2. Open the file.

    Screenshot showing opening the file.

    Navigate to the file, and open it.

Result

Screenshot of the results in Microsoft Excel.

The data is open in Excel. You can format it and save it as needed.

How to Export Data to Microsoft Excel

Now that you've seen the steps on exporting data to Microsoft Excel, watch the following video for a demonstration.

Summary

  • After running your query and confirming the data is correct and in the desired order, you can export the results to Microsoft Excel using the Send to Excel button.
  • The exported file is saved as an .xls format in your default Downloads folder (typically named "report_XXXXX.xls"), not as the newer .xlsx format; be aware of the formatting and feature limitations.
  • When opening in Excel, inspect the data for issues such as loss of leading zeroes (e.g., IDs like "0001234" may become "1234").
  • Once in Excel, you can format or save the data as needed, and use the file to create reports for management and stakeholders.

Learning

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