Modifying Voucher Report

[cspadola]

If I go into OTM > Financials > Payment Invoice Management > Voucher, I can run a query on vouchers which we usually sort by date. On the list of results, I can export it to Excel and review the results.

I would like to copy this report and modify it for our own use so that it includes a new field(s) where we can search as well for specific customers for this report. Currently, the report will show us some data but will not separate it by customer as we need it to do.

Can someone tell me where I can find the actual report file on my report server (i.e. what it is named)? I will copy it and add the modified file to our reporting section.

Thanks for your feedback.

[chrisplough]

Re: Modifying Voucher Report

The report file is located under $OTM_HOME/glog/reports/. I'm not sure of the report name, however.

--Chris

[cspadola]

Re: Modifying Voucher Report

That's where I'm looking but I don't see any report file names similar to the voucher report I am looking for.

I was hoping someone here might be able to point me to the correct file - assuming there is actually an rdf file associated to this report?

Thanks.

[chrisplough]

Re: Modifying Voucher Report

Okay, gotcha.

We'll see if someone else is able to provide a direct answer. However, unless the report is accessed via one of the reports pages - it likely isn't a report with an associated RDF file. For instance OTM > Financials > Reports > Payment Invoice Reports (or Billing Reports).

I believe you're looking at an OTM Finder, which is simply a UI results screen and not a report.

--Chris

[cspadola]

Re: Modifying Voucher Report

Hi Chris, I think you are correct. I assumed that because there is an Export to Excel function for this screen it should be an rdf file somewhere. Perhaps it is not which is why I cannot find an associated file.

I'm trying to add a field to the OTM > Financials > Payment Invoice Management > Voucher screen so that I can add a customer parameter so that only vouchers for any one of our customers is retrieved. Is it possible to update this?