Generating reports in Method
Updated over a week ago

The report you designed can range from a simple print template, to a detailed complicated form.

Stock Reports

If the report replaces one of the existing stock templates, then you would need to select that from the Preferences of the application. For example, the below graphic brings up the preferences in the Invoices App. You can change the Print Template of the invoice to one you created in the report designer.

Custom Reports

Note: If you create a custom report, the only way to view that report in Method is to add functionality. The action you will use is Generate Report action.

For example, if you created a custom Contact report, you may add a button to generate that report on the View Contacts. For more details on Customization, you can visit our customization section.

Did this answer your question?