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
Click your Profile icon in the upper-right and then click Account Settings.
Scroll down and find and click Reports & Print Templates.
This will bring you to the Reports - All templates screen. Click the New button.
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.