The Web Report Designer allows you to create a number of reports and print templates to be used with data from your Method account.
In this series, you will go throughmultiple lessons which will display the basics of creating a report in the Web Report Designer.
This will be done in a linear fashion, so you should read the articles one after another. Once complete, you will have a basic understanding on how the Web Report Designer works.
This article is for the online Web Report Designer accessible from the web. If you are using the older, Windows-based Report Design, please refer to this section of the help center.
Lesson 1 - Create a New Report Based on the Contacts Table
1. Select the circular preferences icon in the upper-right corner and then click Account Settings.
2. Scroll down and find and click Reports & Print Templates (Beta).
3. This will bring you to the Reports & Print 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 - Give the report a name. You can enter "Contacts List"
- Description - Reminds others and yourself what the report does.
- Base Table - Every report is based on a table. Here, select the Contacts table.
- Detail tables - You can add additional tables that relate to the base tables. This will be covered in later tables none need to be added.
5. Click Save and Launch Builder.
This will take you to the Design View for your new report!
Show Contacts in Report
Let's create our first report. It will be very plain, but it will list out the contacts in our Method account.
1. On the right, select the database symbol to show the field list.
2. In order to see the fields for your contacts table, first select the arrow beside the line with your Method Account name, and then select the arrow beside the Contacts table line.
3. From the fields listed under Contacts, drag the Name field into the Detail1 band.
4. Click the Preview button in the top main toolbar.
5. This will show you your report. It will list out the contact names in your Contacts table.
6. Click the Designer button to return back to the Designer view.
7. Click the Save button to save your work.
The Detail1 Band
Let's explain why the contact names looks as it does.
The report will list all of the records from the base table chosen for the report. If you recall, we chose the Contacts table.
The Detail1 band defines how each record looks in the report. The Detail1 band had a lot of whitespace above and below the field name:
This means for each contact that is listed in the report, it too will have a lot of whitespace above and below the displayed field name:
The Detail1 band acts as a template for each row in the table. By styling it, you can change the look of each row.
In the next article, we will look into how to style the report.