Method Community

I have already tried reverse engineering it by looking at several monthly reports that already exist and the default chart showing the overall win/loss/cancelled ratio. The issue I am having is creating one that will first break the proposals down by month and then show the number "Closed - Won" and the number "Closed-Lost" or ...

I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either get it to show the win loss ratio for the ...

Hi, I am working in the Report Designer and I am trying to create a bar or line graph that shows our new opportunities by count (not dollar value) by month over a 12 month period. For us new opportunities represent proposals made and tracking our monthly proposal activity is very important to our business. Do you have any documentation that you ...

Hi Method Team, I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into the chart wizard once it has ...

I figured it out, had to go into the report writer. Is there anyway to get the report writer to save custom palettes between reports?

I have copied over the home dashboard screen and when I edit the report objects I don't see the option anywhere to change the colors. I have already changed the default colors of my site as a whole and they clash with it pretty horribly now . If you could point me in the right direction I would dearly appreciate it. 

I figured it out. I needed to go to add fields instead of add objects on the customization page. I deleted the Objects I had added then readded them as fields, published the changes and then logged out and back in. Did a test and it works perfectly.  Thanks for pointing me in the right direction.

I expect this is the problem. On the non-working screen they say Dropdown Object Properties and on the working screen it says Dropdown Field Properties.  Do I need to delete the field and readd it on the non-working screen, and if so what options do I need to select to ensure that it ends up as a bound field.   Thanks so much, this ...

I have customized both my New Opportunity Screen and my Edit Opportunity screen to include drop down fields for "Project Category" and "Project Type." I have included these in the Opportunities database as well. However, when I save the New Opportunity with information in these fields the information is not actually being ...