Method:Classic General Q&A

Re: How to Customize Reports

Method_Greg — Tue, 30 Sep 2014 13:58:28 GMT

Hello Cameron222,

You can certainly add more fields to the report. As Victoria noted, we have the Help Center with documentation and links to our video series on the Report Designer. If you need some additional help, you can also look into the Method customization team to help you out or a Method Partner. If you get stuck, post on the forums and we can help you out.

Thanks Victoria for helping out!

Greg

Re: How to Customize Reports

v.cameron — Mon, 29 Sep 2014 22:21:52 GMT

Yes you can., but you need the Method Report Designer which is installed as a local program on your PC. You'd start by copying the Method standard report and then adding you own fields.

Here's a link to the Report Designer help - it includes some how to videos:

https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

How to Customize Reports

Cameron222 — Mon, 29 Sep 2014 21:18:30 GMT

Can you customize reports to add additional information to be included, such as the description/notes of the activity or opportunity? If yes, how would I do that?

Thanks