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At this point, we'll need to address what's changed since you created the original report and copying it.  Especially because you were able to create the original report and it still functions properly, but now you are unable to create a new one.  I'll need for you to retrace your steps for me, detailing the entire ...

We do this already in the Field Services app.  I recommend you follow the steps in the Field Services app on emailing a work order.  You can do this from the Work Order List screen and follow our lead by reviewing the actions under Customize.  

I see.  No, there’s nothing else that I’m aware of that you would need to do.  Again, it could’ve been something along the way that just wasn’t entered in right.  Not sure from here.  But everything is currently working as it should for this report?

Hi there! Well, we discourage screen shots on the forums since the forum is intended for general how-to questions that can benefit all Method users.  Your issue is quite a bit more specialized as it pertains to specific concerns within your customization job and may require booking some consultation time if we can’t get to the bottom ...

You may also want to try this work-around to see if there is an issue with the report itself.  But it doesn't seem like this is the same issue.  Please see Valbon Shabani's post at the bottom with the Report Designer work-around and let me know what happens!  Thanks!!!  Click here to view: ...

That's odd.  There is a known issue with the Report Designer that is administrated by a third-party.  They are looking into it now.  Try the work-around here and let me know if this helps you.  Please see Valbon Shabani's post with the work-around and let me know what happens.  Click here to view: ...

Hi there! I confirmed with Val that he doesn't have any login information for your account.  If at some point you added him as a user, we do not save the login info for security purposes. Likewise, it is not our policy to log into an account and do forensics on a customization job that we did not do, to do so would require a ...

There are no additional steps that need to be taken to allow for another user to access the report.  There are controls in the Tab Group/Role setup where you can grant a user permission to create/edit reports, but there are no limits on a user viewing the report.  For instance, if you didn't want a particular user in a specific Role ...

 Matt, This was an issue with non-accounting tables.  I've update the API so you can try the delete out again. Let me know if you have any other questions/issues. Pete

The Entity table is a 'special' table that exists in Method only - it doesn't exist in QuickBooks and you cannot add fields directly to it.  You can add fields to either the Customer, Employee or Vendor table and miraculously the field will automatically show up in the Entity table for you!  :)  This is similar to the ...