Method Community

When using the Report Designer, can you add a dropdown customer list (Customer_fld) to select the customer data for only one customer?  If so, how would one do this?

 If you're talking about how to show only one customer in Method Integration in the browser I would do the following.

1. In the design screen (Customize > Screens) edit or create a new screen.
2. Drag a dropdown object onto the screen.
3. Edit the dropdown object. Go to step 4.
4. Select Customer under the Value From Table dropdown.
5. Select Name in the 1st Column dropdown.
6. Click Finish
7. Drag a button (you can add a button on the drop down or an action when the value changes on the dropdown, we'll just add a button for this example).
8. Edit the button added in step 7 and proceed to step 2.
9. On the left drop down list select 'Generate Report'.
10. Click Add Action.
11. The first dropdown select the report.
12. For Tables of Report. Select the table the report is based on.
13. Select the field which has the Customer information.
14. Condition should be Equal To
15. From should be Value From Screen. When you change the drop down to Value From Screen, the dropdown next to it will list all controls on the screen. Select the control you added in step 2.
16. Click Save & Close,
17. Click Finish.
18. Click Publish.

Now go to the screen in Method. Select a customer from the drop down and click the button to show the report. You'll see the information will be filter for only the customer selected.

Hey Don,

What I think you're trying to do is select what information the report is going to show. You wouldn't add a drop menu on your Report. You would design your report with the fields you want it to display. Then create a button that generates a report. When configuring your action ‘Generate Report’ select the report you created.The report would pull the active record on your screen.

I think this is what you’re looking for.