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Trying to design a report and the fields I needed are in the Invoice Table, but I can't find how to print the report.  I've looked in Customer Tab and under invoices but don't see a way to prnt a custom report?  Thanks.

Hi Kevin,

You have a few options. Without getting into a bunch of detail... Easiest,  make your report the defult report template for invoices.   Then when on invoice screen, use "print Preview" button which brings up PDF of your report.  With PDF you can then print...  OR... make a copy of the invoice screen (so you can customize it) - then  add a button with "generate report" action to your invoice screen to call your report. Look at the actions under the print preview button for a sample.   Method consulting team or one of their partners  could help you with this if you need guidance - Its not free but can say you lots of time.

Hope that helps.

Hi Fran, thanks for the reply.  I cannot change the default report template for invoices as we use that one for the actual invoices.  I'm trying to build a report that I can use for some internal tracking and most of the fields (all but one) I need for that are in the invoice table.  I was hoping to build a new report that I could then pull up in customized reports or somewhere.  I hope I'm making sense, but I can't see a way to build the report I need and then actually see it in a list of reports when pulling the fields from the invoice table.  Am I simply missing something?

Thanks.

Hi Kevin,

Have you taken a look at the Report Designer section of our Help Center?

Once you've designed the report, you'll want to use the Generate Report action in Method to generate your report with the appropriate parameters.

Hope this helps.

- Justin

Hi Justin,

I did design the report in Report Designer.  It was a brand new report from scratch and I used the Invoice Table to pull most of the fields I needed.  I went into the "Generate Report action" link you provided and I simply cannot find an "Action" Drop down list as referenced in the help article.  Where is it supposed to be?

Thanks.

Kevin

Hi Kevin,

You'll want to customize the screen you'd like to print the report from, then add a button to the screen. Clicking Edit on the button object should result in its Properties popping up. Click Next to navigate to Step 2 of the Properties and you should be able to select the Generate Report action from the action dropdown, as in this screenshot:

Hope this helps.

- Justin