Re: Custom Report not in method

larrydement — Tue, 18 Nov 2014 17:28:38 GMT

Hi Greg

Thank you for your help. You got me pointed in the right direction. Creating a new screen was missing from the video instructions.

Can I link two tables together? I would like to get the company name to show up in place of bill to address. I’m currently using the invoice table. I think I would have to link the customer table.

Larry

Custom Report not in method

larrydement — Mon, 17 Nov 2014 21:06:53 GMT

I reviewed the videos and have set up a custom report in Method Custom report designer. It’s a report using a grid that shows the invoices. In the report designer I can preview the data and even have it colored coded. I have saved the report and named it New_Invoice. I can not locate this report it in Method. I have looked in the tab customer reports under custom reports. I have also looked for this report under the other categories tabs in the report tabs. It doesn’t seem to show up anywhere in Method. Not sure what I’ve done wrong. One other question. How would I go about adding it as a separate tab in the customer screen or to the dash board and can I use and display data from two tables in one report as long as both tables have a common index?

Search results by user ID 6652

Re: Custom Report not in method

Custom Report not in method