Generate report

The Generate Report action will fill a pre-created report with values pulled from your Method tables.

Although there are few stock reports, if you wish to create a custom report, you will need to use the Report Designer.

  • Report: the pre-recreated report to use
  • Override with report: if you need to, you can override this report
  • Report table: the main table the report uses
  • Display records where: use the criteria builder to filter what values will go into the report (e.g. only records within a date range)
  • Filter safeguard: restrict when to generate the report by how many records it contains
  • Report type: the file format of the report
  • Display report on generation (checkbox)
  • Optimize fields (checkbox)
  • Store report in: store the link to the report in an action result

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