Method Community

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...

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.

I am using Report Designer to customize a print preview form. I want to use an image other than the logo image defined on the Change Display Settings screen under the Customize tab. I placed a picture box on the form. I find I am able to enter an Image URL, pointing at an image on my local hard drive...

Hi Method Team, I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem...

I'm sorting a report detail section by Date. For any records with no Date assigned, how do I make sure they sort to the bottom? Is there a way I can identify and/or group these particular records and make sure they end of at the end of a list? Thanks

Am wondering if it's possible to assign a custom report name when generating a report? My users are attaching a generated report to an email they are sending and I'd like to provide a more simple, custom report name. I've spent some time looking around the report designer settings but have...

Greetings, Im taking the simple estimate report and i want to divide the AmountTotal field and divide that by 12. I want to get a monthly amount in a new field. Anyhelp? Thanks, John M

Hi Michael: Ok, I am working in the Report Designer which has brought up a number of questions I can't figure out? My Report is based on Customer - Invoice.Customer tables. (Would this be correct?) 1. If I include the Amount field and the Amount Applied field to the report and I want a third field...

A prospect needs a 2nd Class table created so as to associate additional information to all Sales & Expense gransactions. The goal being a P&L filtered 2nd Class selection. I think I have the table & screen logic but want to verify I can then create the P&L report. Thanks

He guys, I am in the process of creating my work order templates in report designer. One thing I can not figure out is how to bring certain fields into the report from 3 different tables. The three tables I need are Customer, Activity and Activity Job Items. If I choose Customer as the master table,...