Method Community

Good Afternoon, The Simple Invoice report is designed to display all outstanding invoices for your customers.  If you can let me know for what reason are you looking at filtering the invoices, perhaps I can provide some guidance.   For instance, If you are looking to filter the invoices by a certain dollar amount (let’s say ...

 How do i filter records in the report desinger. Example - using the already built SimpleInvoice. It will display all invoices for all customers.

 Worked! Thanks.

Hello again!  If you are looking at adding an extra detail table when you’re creating a report from scratch, the report pulls from the relationship with the table you originally based the report on.  So, you’d need to have all the dropdowns already created in the table you’re basing the report on first, then you can access them when ...

Hello! Yes, you figured it out!  That’s exactly what those red squares mean – the fields are too close to one another.  As you saw, separate them a bit more and the red squares will disappear. As for viewing the print preview mode – that’s really designed more for the view that you’d see if you were to print directly from Method ...

Good deal. Thanks for looking into this.

Hello everyone!  This issue was sent to me directly in an email, but I wanted to post it to the forum so others can see what’s going on! Issue: When using the “add new button” (the button with the … periods on it) from the invoice screen > customer drop down box or the item dropdown box – the new customer or new item is not available in ...

When I preview my report everything looks great. When I do print preview method where it rips it to pdf. All my fonts go to MS San sarif and my logo gets distorted. How do I preserve the original look?

I figured it out. When you overlap fields you will get the red boxes as warnings and it will not show correctly in the html view. When using a print preview method - is the format of the report html?

When designing a report in the report designer the preview looks great but when i check the HTML preview and the "print preview" use of the report looks disorientated. Also, in the report designer I notice red squares with "<>" on certain objects i have added tot he report. Thanks in advance!