The Extraction module enables you to extract different kinds of data from your travel and expense records and format this data into reports, or import it into analysis software.
You can extract data for one or more of these types:
- expense claim data
- mileage reimbursement data
- per diem claim data
- invoice data
- expense audit data
- travel audit data
- receipt data
- cash advance data
- user profile data
- login session data
Note: This help system describes the standard version of the Data Extraction module. Please note that your company configuration has been customized specifically for your use.
If you have access to the Extraction module of the Expense tool, you see the (Extraction) icon at the top of the screen. Selecting the icon displays this data extraction screen:
By default, the On demand option is selected, enabling you to generate extraction reports manually on demand.
Alternatively, you can generate reports on a regular basis by selecting the By subscription option. For more information, see Extraction Subscriptions.
Reports are generated as a .csv file in a zip archive. Extracting the .csv and formatting it (for example, in Excel) results in a report like this:
Each of the different extraction types is described in the subsequent sections.