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Nickel Super Contributor
Jeff_Granger
Posts: 681
Country: United_Kingdom
Message 1 of 4 (1,250 Views)

History Report - Meeting Held Detail

I'm trying to produce a History Report to show just Meetings Held in the last Week/Month with details, but I can't see how to filter out other history types. Anyone know if this is possible?

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

*** Support the campaign for fewer mouse clicks in ACT! ***

ACT Training Throughout The UK
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Gold Super Contributor
Roy_Laudenslage
Posts: 3,838
Country: United States
Message 2 of 4 (1,200 Views)

Re: History Report - Meeting Held Detail

There's no filter setting that would allow that. If the number of meetings held are only one for the time period, I would be able to create such a report. If there would be more tha one meeting for the time period it gets a lot trickier but I think I could create such a report template.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
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Nickel Super Contributor
Jeff_Granger
Posts: 681
Country: United_Kingdom
Message 3 of 4 (1,195 Views)

Re: History Report - Meeting Held Detail

Thanks for confirming my suspicions Roy.

 

The history area is really something of a mess. I'm not too hopeful that a new report writer will help the situation.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

*** Support the campaign for fewer mouse clicks in ACT! ***

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Please use plain text.
Gold Super Contributor
Roy_Laudenslage
Posts: 3,838
Country: United States
Message 4 of 4 (1,176 Views)

Re: History Report - Meeting Held Detail

Jeff

The report engine is very powerful and should be comparable to Crystal reports. However, for whatever reason, the editor interface was built with fixed data source modules that limits the basic capabilitied to that of what we had in ACT! 6. What I would like to see is an additional data source module that went through ODBC or OLEDB that would provide open access to the filtering and database tables. Given the proper data source interface, there would be no reason to go beyond the ACT! reports other than for convience or familiarity.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
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