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Customizing Print Preview

Last post 10-28-2014 10:24 AM by Method_Inderdeep. 1 replies.
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  • 10-28-2014 9:41 AM

    Customizing Print Preview

    Is there a way to customize our print preview so that we can change the address, logo, and other items?

  • 10-28-2014 10:24 AM In reply to

    Re: Customizing Print Preview

    Hello Justin,

    Here's my answer. When you select any of the "Print Preview" buttons in Method, you are actually pulling a pre configured template that pulls the data from the table and creates the report. These reports are created with the Method Report Designer. If you want to make changes to those reports, you have to customize them using Report designer. For example, if you want to change the Logo,address and other items on Estimate report, you can select the estimate template, make a copy of it and start making the changes. For more information on customizing the reports, you can check out our Video Tutorials on report designer.

    Hope this helps!

    -Inder

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