Method:Classic General Q&A

Re: Lead Source Reports

Method_Greg — Mon, 15 Sep 2014 19:53:39 GMT

Hello Tim,
Method does not have a default report that displays invoices of customer's who are categorized under a specific lead source. It would have to be created through the report designer. You would have to make a report based on the invoice table (or transaction table). Then link back through the customer's to the lead source. You will have to use one of the customization services or take a look at our customization resources if you are going to tackle it yourself. There may be a report you can use as a basis to create the report from.

The report designer may look and act outdated but it is powerful. Unfortunately, you do need a pc to run the program. It is by a company called DevExpress and you can Google more information on XtraReport, which is the program's name.

Greg

Re: Lead Source Reports

timvreeland — Mon, 15 Sep 2014 16:34:46 GMT

Mainly sales from each lead source. I want to know where most of our customers are coming from. I was hoping that after I input the lead source under a customers name that the report would pull from all sales from that customer, both past and future orders. I am not very familiar with the report desinger because i mainly use a mac, but I do have access to a pc. I was honestly hoping that there would be some sort of pre-setup report that I can use. It really is a lot of work to get eveything all setup for some basic features. But none the less, this would be a report that I eventually need. and Im not sure if you can put a feature request, but being able to edit templates and reports online would be a REALLY helpful feature. Having to edit something on a computer to then upload it is a little out dated. I really want to use Method, but having to spend all this time to figure out how to do things is getting a little much. Thanks.

Re: Lead Source Reports

Method_Greg — Mon, 15 Sep 2014 15:49:48 GMT

Hello Tim,

What in the end would you like to see in the report? Do you want to see a list on invoices based on the customers' lead source? It is possible to do this with our report designer. How familiar are you with the designer?

Our customization team can help create reports or you can find a Method Partner.

Greg

Lead Source Reports

timvreeland — Sun, 14 Sep 2014 07:31:28 GMT

Hello,

How do I run reports based on "lead sources"? I'm wanting to see what sales we genertate per lead source and I'm not sure how to accomplish this. Thanks.

-Tim