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Generating Custom Reports

Last post 05-06-2016 5:32 AM by Maureen. 0 replies.
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  • 05-06-2016 5:32 AM

    Generating Custom Reports

    i am just learning about how to use the Report Designer by watching the videos.  Can someone help me to understand about filtering?  Say I want an Activity report to only include certain "status" items for one certain "assignee", I see that I can filter the custom report from within Method, is that the only way to do it Or is there a spot in the report designer where I can filter?  

    So for instance if I want to do a new one of these reports every 3 days, I'm just not sure if I need to go thru the steps of putting a button on a screen within Method and having the button generate and filter the report or if there is another way?  Is there another help section I can review about setting up list of various reports?

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