Create a New Report

How to create a new report in the online Web Report Designer

Updated over a week ago

The Report Designer is available via your Account Settings in Method. This article will show you how to create a new report. 

This article is for the online Web Report Designer accessible from the web. If you are using the older, deprecated Windows-based Report Design, please refer to this section of the help center

Open the Report Designer and Create a New Report

  1. Click your Profile icon in the upper-right and then click Account Settings.

  2. Scroll down and find and click Reports & Print Templates.

  3. This will bring you to the Reports - All templates screen. Click the New button.

  4. On the New Report / Print Template screen, you can put in the details for your new report or print template. 

  • Name - This name shows up in the reports list.

  • Description - Reminds others and yourself what the report does.

  • Base table - Every report is based on a table. This will be covered in later articles.

  • Detail tables - Add additional tables that relate to the base table. In other words, if any other table has the base table as a dropdown, then you can add it as a detail table. For example, if the Base table is the Estimate table, the available Detail tables will be any table that has the estimate table as a dropdown field.

Once the fields have been filled in, the two disabled buttons will be enabled:

  • Save all changes - Save the fields on the screen into a new report. If you do not launch the builder, you will still have this blank report saved.

  • Launch builder - Bring up the web report designer. This will also automatically save the report.

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