Method Community

Hello,  I'm trying to pull a report from the Activity Table.  We have chaged it a bit but basically, I have an Activity TYPE of INSTALLATION, STAFF TRAINING, AND SURGEON TRAINING.  I'd like be able to have a report that pulls ONLY CUSTOMERS that have those ACTIVITIES and the DUE DATES/COMPLETED DATES for them.  I've created plenty of Reports for Method but I'm not sure how to FILTER the data for the report.

thoughts??

Thank you,

WaveTec

WaveTec,

I think you'd be much better off using the Generate Report action to filter the report.  Method gathers all of the data before getting the template from the designer and generating the report. For this reason, it is best to use Method for all of your filtering.  You could build a selection list in the "Filter Report" section of the action that will only pull the activities based on the list.  

Hope this helps.

- Adam

I was able to get it done using the "STRING VALUE" at the top left of the page in Report Designer.

thx.