Web Report Designer
How to create reports and transaction receipts with the Web Report Designer
23 articles
- About the Web Report DesignerWhat the Web Report Designer is and learning how to use it.
- First Look at the Web Report DesignerA closer look at the interface for the online Web Report Designer
- Introduction to Report BandsWhat are Banded Reports in the Web Report Designer
- Create a New ReportHow to create a new report in the online Web Report Designer
- Set the Transaction Template as the Default Print Template
- Learn the Web Report Designer - Create a ReportLesson 1 - Create a Report in the Web Report Designer
- Learn the Web Report Designer - StylingLesson 2 - Style a Report in the Web Report Designer
- Learn the Web Report Designer - GroupsLesson 3 - Using Groups in the Web Report Designer
- Learn the Web Report Designer - Detail ReportsLesson 4 - Using Detail Reports in the Web Report Designer
- Learn the Web Report Designer - FilteringLesson 5 - Filter the data shown in the Web Report Designer
- Learn the Web Report Designer - Calculated FieldsLesson 6 - Using Calculated Fields in the Web Report Designer
- Learn the Web Report Designer - SummariesLesson 7 - Using Summaries in the Web Report Designer
- Learn the Web Report Designer - Conditional FormattingLesson 8 - Using Conditional Formatting in the Web Report Designer
- Learn the Web Report Designer - ChartsLesson 9 - Using Charts in the Web Report Designer
- Learn the Web Report Designer - Generating ReportsLesson 10 - Generating a report created by the Web Report Designer
- Copy a Transaction Print Template (Web Report Designer)How to copy a Estimate/Invoice/etc. template in the Web Report Designer
- Copy a Transaction Print Template to Another AccountIf you create a customized print template in the web report designer, you can copy it to another Method:CRM account.
- Resize Your Logo in the Web Report DesignerChange the size of your logo in transaction print templates using the Web Report Designer
- Add a Line Item Column in a Transaction Print TemplateHow to add another column in invoices, estimates, sales orders, sales receipts, print template.
- Add a Custom Field to a Transaction Print TemplateHow to add a custom field in the web report designer to an Estimate/Invoice's print template.
- Create an Item Report by CustomerA guide on creating a report to track items by customers.
- Create an "Invoices by Customer Report" in the Web Report DesignerA guide on creating a report to track invoices by customers.
- Create a T&C page at the end of a Transaction PrintoutCreate a Terms & Conditions page at the end of a transaction printout, such as an estimate.