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Tuned Listener
Posts: 40
Country: USA
Message 1 of 6 (867 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.

 

 

Platinum Elite Contributor
Posts: 6,041
Country: United States
Message 2 of 6 (824 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
Silver Contributor
Posts: 1,769
Country: USA
Message 3 of 6 (821 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.

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Platinum Elite Contributor
Posts: 6,041
Country: United States
Message 4 of 6 (817 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
Tuned Listener
Posts: 40
Country: USA
Message 5 of 6 (800 Views)

Re: Create a Contact Report

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

 

Platinum Elite Contributor
Posts: 6,041
Country: United States
Message 6 of 6 (786 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