Search results by user ID 6798

Re: Using Invoice Table in Report Designer

Kevin P — Fri, 13 Mar 2015 14:11:18 GMT

Hi Justin,

I did design the report in Report Designer. It was a brand new report from scratch and I used the Invoice Table to pull most of the fields I needed. I went into the "Generate Report action" link you provided and I simply cannot find an "Action" Drop down list as referenced in the help article. Where is it supposed to be?

Thanks.

Kevin

Re: Using Invoice Table in Report Designer

Kevin P — Mon, 09 Mar 2015 12:47:45 GMT

Hi Fran, thanks for the reply. I cannot change the default report template for invoices as we use that one for the actual invoices. I'm trying to build a report that I can use for some internal tracking and most of the fields (all but one) I need for that are in the invoice table. I was hoping to build a new report that I could then pull up in customized reports or somewhere. I hope I'm making sense, but I can't see a way to build the report I need and then actually see it in a list of reports when pulling the fields from the invoice table. Am I simply missing something?

Thanks.

Using Invoice Table in Report Designer

Kevin P — Fri, 06 Mar 2015 19:10:47 GMT

Trying to design a report and the fields I needed are in the Invoice Table, but I can't find how to print the report. I've looked in Customer Tab and under invoices but don't see a way to prnt a custom report? Thanks.