http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/4020.aspxTue, 16 Nov 2010 20:17:55 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:4020Anonymous0http://forums.method.me/cs/forums/thread/4020.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=4020<p>Hello Alex,</p> <p>We wanted to get back to you regarding filtering in reports. There are indeed many ways to filter a scheduled report, including the three options you mentioned. In order to view, for example, a Sales by Customer report, for a specific Rep, (which is really a subgroup of your employees list), on <b>step 8.</b> <b>Entity Type</b> select <i>Employee</i> and in the drop-down below select the Rep that you wish to see the report for. </p> <p>Hope this helps. <img src="http://www.methodintegration.com/cs/emoticons/emotion-1.gif" alt="Smile" /><br /><br />Regards,<br />Denis</p>http://forums.method.me/cs/forums/thread/3991.aspxMon, 15 Nov 2010 16:30:29 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:3991Anonymous0http://forums.method.me/cs/forums/thread/3991.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=3991<p>Alex emailed in asking the following:</p> <p> <p>Is there a way to create scheduled reports whereby I can filter by Rep? &nbsp;For example, I would like a rep to be able see his/her reports such as:</p> <p>&nbsp;</p> <p>Sales by Customer (whereby invoices are filtered by Rep)</p> <p>Sales by Item (whereby invoices are filtered by Rep)</p> <p>A/R Aging (whereby invoices are filtered by Rep)</p> <p>&nbsp;</p> <p>I see many way to filter a Scheduled Report (by Account, Entity, Item, Class) but no way to filter by Rep? Can this be done? This would be incredibly valuable.</p> <p>&nbsp;</p> <p>Thanks,</p> <p>Alex</p> <div></div> </p>