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ACT! report to Excel

New Member
Posts: 5
Country: USA

ACT! report to Excel

Greetings I'm trying to export certain company info to excel.  I don't' want to just vomit all of the company info to excel; I would like to create a report that shows company/company status/country/industry, but sorts by and only displays biogas companies under the company description.  I know how to filter in excel, but I don't want to do that every time I want to see the report in excel.  I was hoping I could make a report template and export it to excel rather than print it off.  Is this possible?  Thanks

 

 

-Andrew

Nickel Contributor
Posts: 173
Country: Australia

Re: ACT! report to Excel

Use the OLEDB2 connect and set-up a SQL query
http://kb.sagesoftwareonline.com/app/answers/detail/a_id/25186/kw/OLEDB2/session/L3RpbWUvMTMzMjQ2MDg...
Travis Rosevear ACC for
Act Today Australia and New Zealand
New Member
Posts: 5
Country: USA

Re: ACT! report to Excel

Would be able to set up an acess database somehow, that would pull the reports I need?

Nickel Contributor
Posts: 173
Country: Australia

Re: ACT! report to Excel

I would suggest you engage an Act Certified Consultant
http://www.act.com/partners/certified-consultants
Travis Rosevear ACC for
Act Today Australia and New Zealand