Method:Classic General Q&A

Re: New to report designer

gardinersteven — Tue, 30 Sep 2025 16:23:31 GMT

Yeah, Method does offer paid onboarding/training, and there are certified consultants who’ll do 1-on-1 screenshares to set things up. If you just want it customized quickly, hiring a Method partner is usually the fastest route.

Re: New to report designer

Method_Inderdeep — Tue, 05 Aug 2025 11:47:21 GMT

Hello Pelectric,

Thanks for reaching out and welcome to Method! We’re excited that you’re exploring what the platform can do.

You’re absolutely right. The Report Designer and customization tools are incredibly powerful, but we understand the learning curve can feel steep at first.

Hands-on training & customization options:

Free Live Webinars & Resources
We offer live training webinars and an extensive Help Center that covers the basics and beyond.
1-on-1 Personalized Training (Paid)
If you're looking for a more guided experience, we can connect you with one of our Certified Method Consultants. They offer:
- Screen-share walkthroughs
- One-time setup sessions
- Full customizations based on your unique needs
Custom Setup Packages
For those who want a “set it up for me” experience, our consultants can handle the heavy lifting and tailor your Method account to match your workflows and reports.

Would you like us to connect you with a consultant to scope out a one-time session or customization package? Just let us know a bit more about your goals, and we’ll get you started.

Looking forward to helping you get the most out of Method!

Re: New to report designer

MarkC — Mon, 04 Aug 2025 17:30:31 GMT

Hi Pelectirc, There are a number of people who will customize the account for you. You can search for someone on the Method partner page. We, Cloud Consultancy, are listed there. Also, Method provides customization services. Hope that helps.

New to report designer

Pelectric — Sun, 03 Aug 2025 13:47:25 GMT

I'm giving Method a free trial run to see if it really can do whatever I want it to do. Just started messing with the report designer. Watched a few youtube tutorials, but this learning curve is HUGE. Does method, or anyone else, offer hands-on training or a walkthrough via screenshare? Or paid? I'd gladly pay a one-time fee for someone to just customize my account if it can give me exactly what I want out of it.