**BRAND NEW VISUAL USER**
How is the output on Work Order_Traveler reports configured? How can the fields displayed be changed and/or fields added/removed?
Mostly this is done through OpenText Gupta Report Builder that comes with Visual. You can adjust any of the 'canned' reports' layouts, create user-defined custom versions in some areas, and also add / change variables utilizing Report Format File Overrides in App Global. If you've never used Report Builder or RFFO however, there is a bit of learning curve along with SQL query language you may also need either in RFFO or creating custom views on your database to use in your reports.
In general, when creating custom versions of reports, it's best practice to keep these as separate copies from the 'vanilla' ones Visual comes with in a separate directory, so (1) you can keep them in a single folder for future edits (2) you don't overwrite them when new Visual service packs come out and (3) you can compare the 'vanilla' and custom versions of your reports in RFFO after Service Packs or major releases so you can easily update your custom report VMQUERY base if the 'vanilla' report(s) schemas are updated.
Report Builder uses similar variable / inputs that other report writing tools use (e.g. crystal, Access, SSRS, etc.) but its syntax and capability are different / limited to other more evolved tools, so there may be data you want in a report that's complex enough / difficult enough to just redo the entire report in one of the other tools (we predominantly use Crystal).
You will want a working knowledge of SQL as well, so if you can practice with SSRS and a pilot / test copy of your database, you can learn at your own pace. if you have access to the Query Tool under Admin, you can play a bit more w/o having to have access to SSRS.
If you're starting from square one with all of this, I'd honestly get in touch with WM-Synergy and see if they can provide you a quote on some web-based training. Years ago Keith Forem helped us with our custom reports and did a few sessions for us, I found him not only IMMENSELY helpful but have never met another human being as excited about report writing
Thank you so much for the thoughtful and detailed reply to my question! The information is much appreciated and I'm grateful for your help.
