10-31-2011 12:01 PM
Is there a way for ACT to generate automated reports? We are looking to review all our notes/history from the previous day every morning and were discussing that it would be nice if this could be automatically generated and possibly emailed to us every morning so that all we have to do is open the report every morning. Doesn't take long to generate the report itself but there are 5 of us doing it and this would save us some time in the morning. Any ideas?