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How to run a report I created in Report Designer

Last post 05-30-2016 11:30 AM by Method_Ben. 1 replies.
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  • 05-27-2016 11:15 AM

    How to run a report I created in Report Designer

    My apologies for what I am sure should be obvious but for some reason I am unable to make sense out of the instructions for actually running custom reports.

    Just getting started with Method and have created a report in Report Designer. Now I simply want to run the report. According to the tutorials , blog posts and other instructions I have been reading it seems that the report is now supposed to be available to run in the "Method environment". Somewhere else someone was advised that they would have to access the report from within Report Designer? But that is the extent of the instructions I have found. I can't find anywhere to run the report in Method or in Report Designer.

  • 05-30-2016 11:30 AM In reply to

    Re: How to run a report I created in Report Designer

    Hi TurboTim,

    Thanks for posting to the Forums!

    Typically with your Custom report, you will be calling it from a custom Screen you've created using a "Generate Report" Action. But there are other ways in which you can call a custom report, depending on what its purpose is.

    Did you design it to replace something we have built in? What was it inteded to display?


    Thanks Tim.

    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
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