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Generating reports in Method
Solution No. 409

 

OVERVIEW
Quick reports
Advanced reports
Custom reports

Overview

In addition to our transaction based reports, there are currently five main tabs within Method's CRM app which include pre-built report options for Quick reports, Advanced reports, and Custom reports.  Each of these can be found under the following five tabs in Method: Leads, Customers, Activities, Opportunities, and Cases under the Report tab links. Let’s take a look at each type in detail.

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Quick reports

A quick report is a great way to compile a large amount of information quickly and efficiently.  The quick report pulls information directly from the table it’s associated with and displays it under stock headings.  Here are the stock headings for each quick report type:

  • Lead report shows Contact/Lead/Company, Phone/Email/Mobile, Status/Rating/Source, Rep/Type, Last Activity, and Next Activity.
  • Customer report shows Contact/Customer/Company, Phone/Email/Mobile, Customer Type/Source, Rep/Type, Last Activity, and Next Activity.
  • Activity report shows Contact name, Activity type, Status, Priority, Assigned to, and Due date.
  • Opportunity report shows Name/Assigned to/Stage, Contact/Customer/Company, Probability, Amount, Pipeline, Last Activity, and Next Activity.
  • Case report shows Case, Contact/Name/Company, Priority/Status, Assigned to, Last Activity, and Next Activity.

Clicking on Quick Report > Generate Report will bring up a PDF version of the report you can save, print, email, or just stare at on your screen for a while.

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Advanced reports

Choosing Advanced report opens up several more options beyond “just generate my report, already” which can be quite helpful if you’d like to further group your report.  The options differ depending on which tab you’re in, so let’s look at them individually.

  • Lead report: Clicking on Advanced in the lead report tab group opens two tiers of additional options.  Additional Report Details allows you to display only leads with associated activities, or only leads with associated opportunities.  Report Grouping gives you the option of grouping leads by sales rep (e.g. all leads assigned to Danny will be shown together on the list, followed by all leads assigned to Errol, etc.).
  • Customer report: Clicking on Advanced in the customer report tab group opens two tiers of additional options.  Additional Report Details allows you to display only customers with associated activities, or only customers with associated opportunities.  Report Grouping gives you the option of grouping customers by sales rep (e.g. all customers assigned to Danny will be shown together on the list, followed by all customers assigned to Errol, etc.).
  • Activity report: Clicking on Advanced in the activity report tab group opens up two tiers of additional options.  Additional Report Details allows you to display only activities with associated comments.  Report Grouping gives you the option of grouping activities by the Method user the activity is assigned to, by contact, by status, or by type.
  • Opportunity report: Clicking on Advanced in the opportunity report tab group only gives you the option to Group your reports by the Method user the opportunity is assigned to, by contact, by opportunity stage, or by type.
  • Case report: Clicking on Advanced in the case report tab group opens up two tiers of additional options.  Additional Report Details allows you to display only cases with associated activities.  Report Grouping gives you the option of grouping cases by the Method user the case is assigned to, by contact, or by status.

Once you move onto step 3, you are given the option of adding filters to your report.  These filters will allow you to display only information associated with particular parameters.  In every report, you can apply multiple filters from each option.  

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Custom reports

So you’ve created and saved a report in Method Report Designer.  Now you want to access that report in the Method environment.  But where do you go about finding it?

That all depends on which master table you chose to use as a source of information for your report at the beginning of the creation process.  Depending on the table the information is drawn from, the report will be available in the corresponding area of Method (as shown above).

Since we used Contacts as our sample table in our new report example, let’s use it here too!

  1. From your Method CRM, go to Customers > Customer Reports.  
  2. In Step 1, click on Custom.
  3. In Step 2, choose your custom report (which will be found under the name you used to save it) from the drop down menu.  
  4. Step 3 will allow you to add filters to this report.  Choosing the filters you want to apply and clicking Generate Report will create a PDF version of your report that you can email, print, or just look at on your desktop.

You can repeat these steps in all the noted locations above, and the same rules apply.

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