Hello fellow Method users,

I’m happy to announce that report screens are now live in your Method accounts! We have added report screens for Leads, Customers, Activities, Opportunities, and Cases for both QuickBook Online and QuickBook Desktop users of Method.

The new screens have three options for reports Quick Report, Advanced, and Custom.

QUICK REPORT

This option generates a report with pre-defined filters. For example, the Leads Quick Report will give you a list of the logged-in user’s active leads, and the Activities Quick Report report will give you a report of the logged-in users pending activities due on or before today.

ADVANCED:

Depending on the type of report you’d like to generate, this option gives you the ability to add grouping or additional details to your report (Step 2: Add Reports Details). It also gives you the ability to add filters to the report (Step 3: Add Filters)

CUSTOM:

Allows you to choose a report (Step 2: Choose Custom Report) and apply the filters options built into the screen (Step 3: Add Filters) to the selected report. For example, if I created a custom Opportunity report I would be able to select it and apply filters to it.

These reports will give users an easy way to extract data from Method, and can also serve as a blueprint for creating additional reports and reporting options tailored to your specific business needs.

Hope you enjoy the reports!

Cheers,

Michael

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