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Rejoice! Method:CRM Report Designer documentation and videos!

Welcome back to another glorious guest blog courtesy of your friendly neighbourhood documentation specialist, here to bring you More Good News from the Method Education Team.

Many of you are familiar with the Report Designer tool supported by Method – some of you may even have used it to build out functional, elegant reports for your own small business.

The thing is, up until now you’ve kind of had to figure it out on your own. But thanks to the hard work of the Education Team (not to shine my own button or anything) that’s all about to change.

As of now, you can access a full range of documentation and video tutorials for all your Report Designer needs.

I’ve put together a guide to walk you through all the major functionality you’ll likely need to build out great looking, accurate reports for use throughout your small business.

 Errol has also recorded a baker’s dozen video tutorials to show you what’s what (with his characteristic verve you’ve all come to know and love).  

You can find all this new material on Method’s Help Center right here, and as ever, if you have questions or concerns, you can reach us directly at education@method.me, via Twitter, or on our YouTube channel.

Enjoy your week, and happy reporting!


Method Documentation Specialist

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