Reports express data pertaining to the day-to-day running of your company: customer lists, yearly profits, shipping manifests and more. 

Method Report Designer helps make every report you generate look great and make sense. Report Designer is used to build custom templates that can be applied to a variety of information within Method. Once you tweak or build your report, you can use it at the click of a button to create a PDF.

To learn more about the Report Designer, continue to the branch below, or view our playlist of Report Designer videos.

Note: Despite its name, the Report Designer is not limited to creating just report templates – you can also build invoices, estimates, work orders, charts, graphs and all sorts of other templates you use frequently in your Method environment.

To get started, please view this branch on our help center:

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