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How To Access Reports

Last post 12-03-2015 4:17 PM by Method_Loi. 1 replies.
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  • 12-02-2015 11:03 AM

    How To Access Reports

    I have recently created a report & I am attempting to generate that report in Method but I am not able to gain access to it.  How do I create a link to a newly created report ?  Thnaks !!

  • 12-03-2015 4:17 PM In reply to

    Re: How To Access Reports

    Hey AmsoniaLandscapeandDesign,

    Are you trying to find your created report from the custom report option in MethodOur stock report screens are based on a few of the master tables for example: leads, customers, activities, opportunities and cases. If your report is not based off of one of the stock master table screens then you will have to customize a reports screen and either have no filter or filter the correct master table you are using. I have attached a photo to give you an idea where to look to customize

    -- Loi 

    Loi Nguyen
    Community Support Specialist
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
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