Generate Report Action

This action allows you to use a report created in the report designer.

Updated over a week ago

Using the data from your Method account, Method can display reports that have been created in the Web Report Designer.

You can also filter the data before displaying the report. For example, using the criteria builder, you can have the report display data from a specific time period, like the first quarter.




A stock report or a custom report you created in the Web Report Designer.

Override with report (optional)

Optionally, you can override this report.

Report table

Every report is based on a table. Select the table this report requires.

Display records where

Configure the criteria builder to filter what values will go into the report.
โ€‹(e.g. only records within a date range).

Filter safeguard

Restrict when to generate the report. This is based on when the filter criteria produces:

  • 1 record

  • 10 or fewer records

  • 100 or fewer records

  • 1,000 or fewer records

  • 10,000 or fewer records

  • 100,000 or fewer records

  • Always generate

Report type

File format of the report:

  • CSV

  • HTM

  • PDF

  • PNG

  • RTF

  • TXT

  • XLS

Display report on generation

Once generated, display the report.

Optimize fields

To allow the report to load faster, the report will attempt to only load data from fields found in the report, rather than all the fields in the report's tables.

Report Name (optional)

Change the filename of the report (although the random generated characters will be retained.)

Where to store the link to the report.

NOTE: If an error occurs while generating a report, Optimize Fields may skip a field when assessing which fields to include. Although Optimize Fields should be checked, uncheck if you are troubleshooting a report that is not loading.

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