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Exporting data for Dashboard

New Member
Posts: 1
Country: United_Kingdom

Exporting data for Dashboard

Hello - I am trying to find a way to report on ACT "History List" (ie activities completed whether they are appointments, tele calls etc) & want to create a Dashboard that will automatically update itself to keep the team enthused.

However I have found from ACT that their inbuilt dashboards can only report on activities and not history Smiley Sad

Does anyone know a way I could extract the data into a form of dashboard that could be automatically updated?

Copper Elite Contributor
Posts: 81
Country: Canada

Re: Exporting data for Dashboard

Topline Dash is able to use the history table. They have a 30 day trial so I'd suggest you give that a try.

Ahsan Khalid

Chief Technology Officer
Keystroke Quality Computing Inc.
www.keystroke.ca

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Exporting data for Dashboard

Check out Impact Suite.

 

It's dashboards are build into the native ACT dashboard system. Impact even extends that functionality with 'in-line' dashboards. Dynamic filtering is now available in 7.1

 

In-line dashboards: Read More

 

Dashboards:  Watch video 

Dynamic filtering: Watch video

 

 

Easy to user and set up in minutes. Download page:

http://www.impactact.com/Download.aspx

 

Thanks

-- Jim Durkin