Reporting and Analytics for ERP

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Topic

    Virginia Baez-Ponce
    OTBI Report - Payment Document Count
    Topic posted August 17, 2017 by Virginia Baez-PonceBronze Medal: 1,250+ Points, last edited January 30, 2019, tagged Payables, Reports 
    212 Views, 4 Comments
    Title:
    OTBI Report - Payment Document Count
    Summary:
    CFO is requesting a report that will show the number of ACH/CHECK/WIRE Payments
    Content:

    Hello All,

    I am trying to build a report that will show the amounts of checks/wires/electronic payments issued every month. I have built a report that shows the total $ amount spent by each Payment Method Type but I am unable to get an actual count of the number of payments issued. Can someone please help me!

    Are there any good youtube tutorials/webminars that cover OTBI?

    Thanks!

     

    Image:

    Comment

     

    • Alexey Shtrakhov

      Hi Virginia,

      In criteria tab add e.g. check_number or check_id column
      Then from the column related menu (cogwheel icon) select <Edit Formula>
      Modify formula like COUNT( let here the column identifier as it was when you opened the edit formula )
      Save Changes
      You can also modify Column Name from <Column Properties>

      Now you should have column which will count check_id's or some other value whatever you select...

      Attach some image with example how i can add column to count invoice numbers..

      Hope I understood you and this can help you... 

      Alexey  

    • Usman Askofare

      Also, In Order to get the most current and accurate count add this command in the Prefix Section under Advanced:

      SET VARIABLE DISABLE_CACHE_HIT=1,DISABLE_PLAN_CACHE_HIT=1;

       

       

      Best Regards,

      Usman

    • Virginia Baez-Ponce

      Thank you so much! I was able to accomplish this. I will posting these reports!