Method Community

I actually need to do the exact same thing at the moment! 

I do understand that and I have filtered that way but I wanted to add two labels at the top of the report to Show the two date ranges they uiser picked

Hey Pattie, We do date range formatting from the Activity Reports. Head over to Activites > Activity Report > Step 3: Add Filters > Date Range If you open that screen in screen designer you can see at around Action #66 of 'Generate Report' button how it uses that data from the Date Range on screen field. *Also wanted to add: ...

I have watched those videos but they dont show how to do what I am asking

Hey, The reason for that work-flow in Method is due to SDK limitations: you can read more about it HERE. On the bottom of that article it states: It may still be possible to replicate this process using Method actions, but Method has no way of knowing what quantity is "remaining" to be sent over (converted). For example, you can use ...

Hey Pattie, That can be done using the Report Desinger, I suggest watching our 3 part intro webinar on the Report Desinger, HERE. - Mortaza

Can a person add a value from a screen to a report? For example, I have a screen that the user picks a date range and a report is generated for that date range. Can I add that date range, that the user picked, to the report that is generated?

Hey John, As we're still officially in the soft launch phase for the new version of Method, there are a lot of features on the roadmap to be released. I don't have an ETA to give you in regards to Emails out of Activities but it's a feature that is defintely in the pipeline. - Mortaza

  With Method, you’re already saving time by having all your data in one place and synced with QuickBooks. But we’re always looking at ways to help you become even more efficient in your business. This is why I’m excited to tell you about the addition of our Import/Export tool in the new version of Method.   What ...

Hey, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...