3 steps to becoming a report guru

re: 3 steps to becoming a report guru

Beth Heffernan — Tue, 26 Oct 2010 04:03:02 GMT

Danny,

I have created a customized invoice in Report Designer called SimpleInvoiceBoss for my company. I connected with my acount and refreshed.

When I go to my screen menu in Method there is not a template with the above name. When I go to copy/Import - likewise there is no template with that name.

When I go to preview any invoice in my Method account I now get an error message that says:

Error^Action Sequence Order.3^ERROR; The report SimpleInvoice does not have a master table assigned to it.

When I go to try and find Simple Invoice I cannot find in my Screens.

What is going on?

Thanks,

Beth

re: 3 steps to becoming a report guru

Method_Danny — Wed, 04 Nov 2009 21:47:17 GMT

Michele,

Great questions - I would post the technical questions on the user forum. It's hard to cover all of the topics within the movies.

While we don't have documentation, we are hoping to have some soon and will continue to explore the report designer in our Community Webinars.

re: 3 steps to becoming a report guru

Michele — Mon, 26 Oct 2009 19:06:16 GMT

Movies were helpful but I quickly ran into questions. How can I format a numeric field to show with 2 decimals? What is a cross band line and other questions on the controls. Is there a manual for the report designer?

Michele

re: 3 steps to becoming a report guru

Michele — Mon, 26 Oct 2009 14:58:41 GMT

Just viewed your 3 movies. Very helpful. Back to the lead tracking report I tried to create. Will try to apply the lessons and let you know how I make out.

Michele

re: 3 steps to becoming a report guru

Danny_Do_Couto — Thu, 26 Jun 2008 19:50:35 GMT

I've been working on putting together an invoice template that you can use to print invoices through Method. Obviously, you can totally change the way it looks to fit your company - or you can just stick with my cool design and switch the logo.

Here is a link to the way the invoice template looks when printed to a PDF file. Just click on the link below.

http://www.methodintegration.com/images/SampleInvoice.pdf

In order to get this template, you'll need to download the screen that I created. This screen also contains the customer list report created during the movies. In case you forgot the steps, here's how you do it.

In Method, click Customize.
Click Screens.
Go to the bottom of the screen and click Copy/Import Screen.
Click Method Library.
Click Next.
Click the 'Screen Name' drop down list and click Invoice with Print Preview.

You can change the name of the template if you like and enter it under the 'Save As' option.
Click Next. Choose where you want to save your screen.
Click Finish.

As a suggestion, when printing templates, use the ‘Print to PDF' option. The HTML version of the template never looks as good as a PDF. I've outlined the button to use, in red, in the image below.

Enjoy!

re: 3 steps to becoming a report guru

Danny_Do_Couto — Wed, 18 Jun 2008 21:17:40 GMT

Okay.....for those who want to cheat and take a look at the finished product. The Method Library has the screen I created available for download. Here are the steps you would take to copy/import it into your own database.

In Method, click Customize.
Click Screens.
Go to the bottom of the screen and click Copy/Import Screen.
Click Method Library.
Click Next.
Click the 'Screen Name' drop down list and click Invoice with Invoice Report.

You can change the name of the template if you like and enter it under the 'Save As' option.
Click Next.
Choose where you want to save your screen.
Click Finish.

That's it!