Reporting and Analytics for ERP

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    Lauren Emberton
    Report on selected bank account
    Topic posted August 13, 2019 by Lauren EmbertonBlue Ribbon: 750+ Points, tagged BI Publisher, Fusion Financial reporting, OTBI, Reports 
    50 Views, 2 Comments
    Report on selected bank account
    I need to report on the selected/default bank account where a colleague may have more than one in the system


    I need to report on the selected/default bank account a person has in the system as my BIP report will bring back both of them if a colleague has two (or more). I've found bugs/knowledge related to this i.e. Doc 2198323.1 suggests this should be possible using SQL, but Bug 23502153 is raised as there's an Enhancement Request in progress to allow the reporting on this from OTBI.

    Following the logic provided on the Doc above, I've attached my SQL but this still brings back both bank accounts. Is anyone able to help please? Or is anyone able to confirm if this isn't yet possible before the ER is in place?

    Thank you,





    • Sudhakara Rao Kovuru

      Hello Lauren,

      I am not clear about the ask here so could you please give me some more details about it?



      • Lauren Emberton

        Hello Sudha,

        Yes sure, a colleague can have more than one bank account details entered into the system, but they select one of those accounts as their default/the account they would be paid in to. The report built using the SQL attached brings back all bank accounts the colleague has, but I only want it to bring back their selected account in Personal Payment Methods.

        Thank you,