Report Designer

3rd party app to create reports and modify transaction print templates
  1. About the Report Designer

    Welcome to the Report Designer documentation!  Here you’ll find step-by-step instructions and guides on how to make the most...

  2. Installing Report Designer

    The Method Report Designer will only run on a Windows-based computer, so you’ll have to make sure you are...

  3. Creating a new report

    In this section of the documentation, we will take you through the most basic steps to creating a new...

  4. Grouping and sorting

    One of the many ways Report Designer allows you to control and organize information is by creating and sorting...

  5. Styling

    The Styling section of this documentation is meant to give you a rundown of the basic tools you can...

  6. Detail reports

    Method Report Designer allows you to create reports of varying complexity.  In previous sections of this documentation, you’ve learned...

  7. Calculated fields

    One of the great functions of Method Report Designer is the ability to use specialized fields to achieve certain...

  8. Summaries

    Quite often when you build out a report it can be helpful to be able to access specific information...

  9. Conditional formatting

    Conditional formatting in Report Designer allows you to create a set of rules that dictate how your report appears....

  10. Charts and graphs

    Charts are a great way to visually represent all kinds of information, from the simple to the very (very)...

  11. Pivot grids

    In general terms, a pivot grid is a data summarization tool used in Method Report Designer to automatically sort,...

  12. Scripting

    Some of you who are familiar with programming or coding may already know what scripting is all about.  A...

  13. Glossary of terms

    On the left-hand side of the Report Designer, there is a box called Standard Controls.  This is your primary...

  14. Report fonts

    When designing reports, the Method Report Designer will install its components onto your local computer.  While previewing the report...

  15. MICR fonts

    If you require printing QuickBooks checks with MICR numbering on the bottom of the check we have some good...

  16. Generating reports in Method

    The report you designed can range from a simple print template, to a detailed complicated form. Stock Reports If...

Can’t find what you’re looking for?

Contact Us