Method:Classic General Q&A

Re: New Custom Report Not Listed

Method_Inderdeep — Mon, 06 Oct 2014 21:56:14 GMT

Hello Jim,

I tried your steps in my account, exactly the same way as you stated in the above post and report is showing up in in Custom Report List. I am not sure why exactly it is not showing up in your account. I would suggest to call on our support line 1-888-925-6238 option 2 for support so that we can look into that and assist you with the issue.

I hope this helps.

-Inder

Re: New Custom Report Not Listed

giseburt — Mon, 06 Oct 2014 21:30:59 GMT

Inder,

I actually started from scratch. Here's what I did:

- I selected New (Create a new blank report).

- I then selected the Activity table as the Master Table.

- I named the report "Activities by Type - Installed Demos".

- I selected Customer.LastCompleted ActivityRef as Detail Table 1.

- I then designed a very basic report. It is simply a list as this point. I haven't added any sorting, grouping, etc.

- I saved the report.

- I looked at Activities > Activity Reports > Choose Custom Report. I do not see the report listed.

As I stated earlier, I already did this with two other reports. Those showed up in the Customer reports just fine. I don't see that I did anything different this time.

Jim

Re: New Custom Report Not Listed

Method_Inderdeep — Mon, 06 Oct 2014 20:36:17 GMT

Hello Jim,

Can you provide a bit more information about which Activity Report is your Customer Report based on? I tried to reproduce the same thing on my account and it is working fine. This is what I did,

- Firstly, I open the Activity report in Report designer in this case it is "CRM_Activities_ByAssignnedTo.".

- Then I made a copy of that report by saving it with different name "CRM_Activities_ByAssignnedTo(Method Support)".

- Made the necessary changes and saved it.

- Then I logged into my Method Account and clicked on Activities >Activity Reports > Custom > CRM_Activities_ByAssignnedTo(Method Support).

The report was available in the custom report list.

Please let me know if you are doing anything different.

I hope this helps.

-Inder

New Custom Report Not Listed

giseburt — Mon, 06 Oct 2014 19:47:10 GMT

Good Day!

I am relatively new to Method. I am currently working on my third custom report with the Method Report Designer. When I created my first two reports, I saved the reports and they were available in the "Choose Custom Report" drop-down list for reports. Those two reports happen to be Customer reports.

This new report is using Activities. I first saved it with a hyphen in the report name. When I did not see the report on Choose Custom Report tab for the Activities Reports, I saved the report without the hyphen in the report name. However, the report is still not listed.

I checked the Customer Reports list just to be sure it didn't show up there.

What am I doing wrong?

Jim Giseburt