Method Community

Using the Method Report Designer, what is the best way to generate reports from the work orders completed?  Trying to generate a report by employee with times associated to each work order.  Any help will be greatly appreciated.  Thank you.

Hello Instadryhost,

   There isn't a default report that would give you the details you are looking for.  You would have to do a custom report to display your information.  The report would be based on the time tracking table and sorted by Entity field (ie. Employee) and filtered by ActvityTypes that equal 'Work Order'.  A work order is in fact a souped-up activity and has a relationship to the TimeTracking table.  This month we released report designer videos and Help Centre articles to help you with your customer reports.  Check them out.

   We do carry the QuickBooks reports.  You can go to CRM -> QuickBooks -> Scheduled Reports to create the reports and go to QuickBooks tab group -> QuickBooks Home -> QuickBooks Reports to view them.

Greg