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Hi Marcelo, How do you want to filter the report? Can you provide an example of what you are looking to do?  It is generally better to use Method to filter the report.  There is a filter section on the Generate Report action that you can use to filter based on the criteria you need. - Adam

Adam, thanks, I'll take a look at those articles.

Hi Marcelo11756, I don't understand what your question is, can you please elaborate and provide an example? - Ashur

Hi jdibona, Do you want to show this information on it's own tab, when I say tab I'm referring to the tab to select before selecting a tab link which points to a screen, i.e. Customers/Activities/Cases tabs. If you want, you can show this information on your Edit Customer screen just by adding another grid to the screen in its own ...

Hi Andy, Method server installations can be really tricky.  I would go over these two acticles in our Help Center for some ideas on what you may need to look for to troubleshoot. Method Server Installations Sync Engine Troubleshooting We also have 5 IP addresses that may need to be opened ...

Can you memorized lists and the use them as a filter?

How do you filter reports?

I have just installed Quickbooks on a new hosted server and installed the integration engine. During installation I wasn't prompted by QuickBooks to allow access via the 'Yes Always...' option. The integration engine is now showing an error... 'Connection Failure...' to IP 72.32.228.234 on port 10000. Method is ...

Ashur, thanks. I'll take a look at that blog. Looks very useful.

I'm brand new to this app so please excuse my ignorance... I sell software and for each of my customers, I need to track the Program, Version, Serial Number and date of purchase for every license they buy. Some customers may purchase multiple licenses per year. I have created a screen/table that allows me to enter all four pieces ...