Re: Report Designer report not showing in Method CRM

Method_Greg — Fri, 01 Aug 2014 16:08:31 GMT

Hello Michele,
I would suggest creating a button on one screen to open the report. It can be any screen you like.

Let's take a look at the 'Print Preview…' button on the Invoice screen. The button contains a 'Generate Report' action on the Click Action. On your own button add a 'Generate Report' action. In the action, select your report name for Report. You can filter your report, but it doesn't look like you want to do this in your case. You have an overall case that does not need to be filtered with a current value on the screen. (Unless for example, you want to filter prices based on the customer chosen on the current screen). Select PDF as Report Type. That should be enough to see your report.

See the Print Preview actions and Generate Report sample below for guidance.

Greg

Report Designer report not showing in Method CRM

micheleh — Fri, 01 Aug 2014 13:40:39 GMT

I am working on a Price List/Master Item list. I have the report mostly complete but cannot find it in Method or a way to see all the records to test the data further. How do i get this report to show in Method under a tab - Activities is the preferred tab but at this point I'd take any tab. I am using iteminventory data with no other drop down.

Michele

Method:Classic General Q&A

Re: Report Designer report not showing in Method CRM

Report Designer report not showing in Method CRM