Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Tuned Listener
Phoerster
Posts: 40
Country: USA
Message 1 of 6 (827 Views)

Create a Contact Report

I want to create a report that will show me how many contacts of a certain ID/Status that reside in each state...i/e a report that groups contacts by state and counts them for me.

 

 

Please use plain text.
Platinum Elite Contributor
Roy_Laudenslage
Posts: 5,657
Country: United States
Message 2 of 6 (784 Views)

Re: Create a Contact Report

That can be done but it would require some VB script programming to accumulate the numbers you want.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Please use plain text.
Silver Contributor
jonmklub
Posts: 1,715
Country: USA
Message 3 of 6 (781 Views)

Re: Create a Contact Report

There are two easy ways to do this.1) export your contact list along with state, id status/ to excel using export to excel in the contact list, then try grouping in excel.

 

The second way would be crystal reports. This is a failry simple report there that most consultants can do pretty quickly.

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider


ACT! Weekly Webinars: ActTrainer/webinars.com
Reporting in ACT! on Aug 21st @ 2pm CEN
ACT! Email Marketing Aug 28th @ 2pm CE...

Please use plain text.
Platinum Elite Contributor
Roy_Laudenslage
Posts: 5,657
Country: United States
Message 4 of 6 (777 Views)

Re: Create a Contact Report

The scripting to create the report in ACT! is very simple and I've done it several times.  Frankly Crystal reports would be overkill.  

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Please use plain text.
Tuned Listener
Phoerster
Posts: 40
Country: USA
Message 5 of 6 (760 Views)

Re: Create a Contact Report

So what is the script?  Where do I put it in the report template?

 

Please use plain text.
Platinum Elite Contributor
Roy_Laudenslage
Posts: 5,657
Country: United States
Message 6 of 6 (746 Views)

Re: Create a Contact Report

The script would be specific to the database information. It would be one or more simple If - Then statements. As to placement, that would be specific to the report structure.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Please use plain text.