Export Cost prescriptions to Microsoft Excel

A new home for the Coupa Supply Chain documentation

Starting with Supply Chain 42, our documentation will be located on Coupa Compass. The help here will continue to be accessible for the foreseeable future, but will no longer be updated. If you need a Compass user account, contact your company’s Designated Support Contact (DSC).

You can access new and updated Supply Chain documentation in the following location on Compass:

https://compass.coupa.com/en-us/products/supply-chain-design-and-planning

Export Cost prescriptions to Microsoft Excel

The Export to Excel task exports your selected prescriptions to a Microsoft Excel workbook with two worksheets: Summary and Details. Each worksheet will have a header with a page title, the run name, and the model scenario used. The Summary worksheet will contain summary prescription information for the type(s) of prescriptions selected. The Details worksheet will include detailed information for the type(s) of prescriptions selected.

From the Supply Chain Prescriptions home page, find the project you need.
From the project card, select Open.
The Summary Prescriptive Insight dashboard opens.
From the left hand navigation toolbar, select the tab for the type of prescriptions you need to export, or select the All Prescriptions tab .
Select the prescriptions to export from the prescription grid. You can use the search and filtering options in the grid header to find the prescriptions to export.
Select Export To Excel.
The "Export to Excel" task runs in the Task Queue.
When complete, a link to download the file is emailed to you.

Last modified: Friday May 12, 2023

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