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Pivot Grid Report

Last post 09-02-2014 11:11 AM by Method_Greg. 1 replies.
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  • 08-27-2014 11:52 PM

    Pivot Grid Report

    I created a pivot grid report in the Report Desinger. When previewed it show the first 100 customers.

    1.) I can not seem to find a way to preview more records

    2.) When I create a report page in MethodCRM nothing returns

    3.) When I use one of the build in report pages one page of records is returned

    I have been successful getting graph reports to display in MethodCRM

    If I were to get the report to return in MehodCRM would all the records be in the report?

    If yes. How do I get the report to display in MethodCRM?

  • 09-02-2014 11:11 AM In reply to

    Re: Pivot Grid Report

    Hello d.vanbaale,
       To answer your questions:

    1) The preview mode in Report Designer does not allow the previewing of more than 100 records at one time.  It gives you a chance to check formatting and spacing issues while adding efficiency to the designer.

    2) I would like to ask a couple of questions.  When you refer to a "report page", do you mean you are adding a Report object to the screen and linking your report that has the pivot grid to it?  Nothing being returned on the screen may mean the chart is not set up correctly or a setting in the object is broken.
       To get written reports to show on pages, you will need a button on the screen and the Generate Report action on the button.  

    3) The preview mode in the report designer allows you to see multiple records.  Depending on the report in Method, you may only have one record to populate the report.  As an example, an invoice Print Preview only displays the current invoice because the report template only links to the one invoice.  On the other hand, graphs can be posted to screens and allow the summation of multiple records like in the Home Dashboard tab link.

    Take a look at the bottom screen.  It is the report action for the Invoice screen.  Only one invoice appears because the report is filtered by the Screen Active RecordID.  You can filter by more then one record and have multiple appear. This is how you can have multiple reports appear in your PDF.


    Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
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