Method Community

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 !!

Hey AmsoniaLandscapeandDesign,

Are you trying to find your created report from the custom report option in Method? Our 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