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Showing Report Criteria

Last post 08-14-2014 1:25 PM by Blake C. 2 replies.
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  • 08-14-2014 10:28 AM

    Showing Report Criteria

    I'm creating a commission statement report based on the Invoice table. Each invoice record has a commission amount on it. To gen the report, a user will filter an Invoice grid based on date range and salesman. I'm passing the invoice record id's to the report no problem. I would like to have the date range and salesman search criteria also printed on the report. Is there any way to pass this information to the report from Method so I can print it on the report? I know I could create a custom report table with this search criteria as the master and the invoice record id's as the detail but that's a lot of hassle for just a couple pieces of information I need printed on the screen.

    Anyone done something like this before?

    Thanks..

    Blake C
  • 08-14-2014 1:02 PM In reply to

    Re: Showing Report Criteria

    Hi Blake,

    One way, as you mentioned, would be to create a custom report table and upon hitting print have the values stored so they can be pulled into the report. Another option however is to create custom fields in the Company table or any relevant table. This means you would not be required to create a table and it is just a case of updating these fields with the entered start, end and sales rep used to filter to invoices.

    I hope this helps.


    -Cian

    Cian Geoghegan
    Community Support Specialist
    Method Integration
    c.geoghegan@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.778
    Fax: 416.640.6027
  • 08-14-2014 1:25 PM In reply to

    Re: Showing Report Criteria

    Heh...yeah I actually thought about shoving data into some other table like as well. I think I'll probably just go ahead and create master/detail tables for this report. It's more straight forward/obvious that way and easier to maintain.

    Thanks

    Blake C
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