Method Community

Hi, I want to have a month to date sales graph displayed on the home dashboard, sorted by rep. I have created a graph in Report Designer that I think should be right, however the results the graph displays differ to those shown when I run a 'Sales By Rep Summary' with a period of 'This Month To Date'. For the graph, I have the ...

All looks good! Thanks a lot.

Any further insight regarding the estimate quantity? This is slowing us down quite a lot and we need to get it resolved.

Ok, that's a shame. I've duplicated the report to assign to another user, but when I assign the user and press 'Add/Save Report', it automatically reverts the assignment back to the original user (i.e. me). Surely you can have multiple instances of the same report assigned to individual users? The field that I'm using for ...

Couple of problems I'm running into that hopefully someone can help me with! Firstly, is there a way to assign a scheduled report to multiple users? I want two different accounts to have access to the same report, but I can only see an option to assign one user. Obviously I can set up two instances of the report and assign each to the user, ...

Yup, that route worked. Thanks!

Hi guys, I want to customise the Transactions table under the Customers tab to show me the total amount of the figures displayed (currently it only does this for 'Balance'). When I right click on the table and select 'Customise', I get the message 'The value passed in the URL appears to have been altered. Please check the link ...

Hi, On our estimate report, we have our prices in GBP. Out of three people who access the report, two see the prices in GBP, but one guy sees dollars. The report is formatted to show GBP, and as far as I'm aware Method just points at the report, so I don't really understand why 2/3 see £, but 1/3 see $... any ideas?

Hi Audisho, Excellent, that's done the job. Thanks a lot. Whilst I'm bathing in naivety, perhaps you can give me a couple of hints on a few other problems I'm having: When I enter "LegalAddressState", the field comes up blank. It looks to me like it's trying to pull a string from 'dataSet1' - where exactly is ...

Hi, I've just recently started using Method, and have been tasked with looking after it for the company. So, in Report Designer, I have a detail line with 'Estimate Description', 'Estimate Quantity', 'Unit of Measure', 'Estimate Rate', 'Estimate Calc Total Amount'. It all displays properly, except ...