Search results by user ID 6926

Month to Date Sales Graph

callumbowran — Mon, 17 Aug 2015 16:11:20 GMT

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 following:

Master Table: Invoice

Series Binding Argument: Invoice.SalesRep

Series Binding Value Summary function: SUM([Invoice.Amount])

Series Binding Data filter: Invoice.TxnDate Greater Than or Equal 01/08/2015 00:00:00

So firstly - what am I missing out so that these don't match? The graph sales are larger than the report sales if that's of any help.

And secondly - How can I make it automatically update/refresh each month to that I don't have to keep manually updating the data filter at the beginning of each month?

Re: Scheduled Report Multiple Assignment / Estimate Quantity Fault

callumbowran — Thu, 13 Aug 2015 10:03:48 GMT

All looks good! Thanks a lot.

Re: Scheduled Report Multiple Assignment / Estimate Quantity Fault

callumbowran — Tue, 11 Aug 2015 08:18:21 GMT

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

Re: Scheduled Report Multiple Assignment / Estimate Quantity Fault

callumbowran — Mon, 03 Aug 2015 08:30:42 GMT

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 the Quantity is the '[EstimateLine.Estimate.Quantity]'

I'll try what you suggest for the blank page and let you know how I get on.

Scheduled Report Multiple Assignment / Estimate Quantity Fault

callumbowran — Fri, 31 Jul 2015 10:54:32 GMT

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, but that seems a bit clunky. Surely there must be a more elegant way?

Secondly, on our Estimate report, when we edit the quantities of the line item, the calculations follow through correctly, however when we select 'print preview', all of the quantities display the value entered into the first line item (see pics attached - in this instance, because the first line item is '1', all of the quantities on the print preview display '1'. If this quantity is changed to '6', without editing any other quantites, all of the quantities on the print preview would display '6', even though the price calculated would be correct for the quantity input on the line item within the browser')

We also seem to have an extra blank page on the print preview... I've seen that people have asked about this before, but I don't seem to recall there being a definitive answer.

Thanks in advance!

Re: Customise Customer Transactions Table

callumbowran — Wed, 29 Jul 2015 11:01:46 GMT

Yup, that route worked. Thanks!

Customise Customer Transactions Table

callumbowran — Mon, 27 Jul 2015 16:14:34 GMT

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 that you used to access this page.'.

As far as I know, nothing's been changed about the table... any ideas why this may be happening? Or is there another way to go around acheiving the same aim?

Dollars/Pounds on Report

callumbowran — Wed, 15 Jul 2015 08:21:48 GMT

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?

Re: Estimate Cost Currency

callumbowran — Mon, 15 Jun 2015 14:16:50 GMT

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 'dataSet1', so that I can check that the field it's trying to point to is populated?

Also, when we create estimates for customers in Method, they're coming up as commercial invoices in quick books - how can I stop this from happening?

Thanks in advance, and apologies for the babysitting - this is a tag on to my job, and I don't really have time to figure out how it all works, I just need it to work!

Estimate Cost Currency

callumbowran — Mon, 15 Jun 2015 10:50:44 GMT

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 for the 'Estimate Rate', which shows a dollar symbol in front of it, instead of GBP. Under the format string option, the currency is set to be GBP, and I can see it display in the 'Sample' box at the top. If I move the box to elsewhere within the report, e.g. to a group header, it displays the £ symbol. If I move the box to anywhere else in the report, it crashes Report Designer...

Any ideas?