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  • "Customer Type" Field is not an option in Method Design Report

    Hello! When creating the invoices and estimated in Method Design Reports, I have successfully added the currect "label tasks" from the field list in the appropriote areas. Unfortunitly, the type area that I want to pool from the customer invoice/ estimate screens that is being used is "Customer...
    Posted to Forum by scott on 05-31-2012
  • Report Designer - DetailReport Band

    I'm having a couple issues. 1. I have a report with a DetailReport Band and it was working but after watching your webinars I went and messed with it and now it's not. :) The simple question is I have a DetailReport Band that referrences a table and if there is 1 thing in the table I get 1 printout...
    Posted to Forum by Wavetec on 05-17-2012
  • Re: Method Report Designer - Creating a Variable

    Well, I AM embarassed!!!! The field property "Multiline" was not set to YES. And I also discovered that I can re-declare a string variable with the same name. Thanks! Carol
    Posted to Forum by CarolOliver on 04-25-2012
  • How do I make reports honor whitespace created in fields?

    Specifically, when i use the "description" field of LineItem grids in the SO and other screens, the report does not keep newlines or linebreaks or whatever they are called. So while my SO screen's description field will properly save and display "Item Description line Made in: USA...
    Posted to Forum by smohyee on 04-19-2012
  • Report Designer: Help with Charts

    I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either...
    Posted to Forum by Inclusivitie on 04-03-2012
  • Estimate Screen - New Line Item

    Does anyone know if I can "choose" where to create a new line item on the estimate screen. After creating an estimate with many items, we sometimes need to add something that is best placed in line with like items instead of just at the bottom of the estimate. Also - Shipping and handling is...
    Posted to Forum by John on 02-23-2012
  • Report Designer Graphs and Charts

    Hi, I am working in the Report Designer and I am trying to create a bar or line graph that shows our new opportunities by count (not dollar value) by month over a 12 month period. For us new opportunities represent proposals made and tracking our monthly proposal activity is very important to our business...
    Posted to Forum by Inclusivitie on 02-13-2012
  • Questions for a newbie

    Hello, just signed up over the weekend and started playing around with the sytstem to fit my needs. I have run into some questions/issues with the report designer and was wondering if I could get some help. 1) Is there a support documentation or training manual for the designer showing the fields and...
    Posted to Forum by khorner on 02-13-2012
  • How set PARAMETER on Report Design?

    I'm new to the community and product, and I was wondering if there was any instruction on the report designer tools besides the web casts out there? I have used those. Specifically, how do I set a parameter for a report? I'm running a report to show Opportunities and Activities and I don't...
    Posted to Forum by Abbie Sherman on 01-31-2012
  • How Report on ONLY Leads?

    What field in the Customer table do I use to only pull LEADs into my report? Do I need to set parameters on the field? New to reporting tool. Thank you.
    Posted to Forum by Abbie Sherman on 01-30-2012
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