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Adding a total to value fields in customised contact reports

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New Member
Posts: 3
Country: United_Kingdom
Accepted Solution

Adding a total to value fields in customised contact reports

Hi, we are a fairly new user on Act Premium V18 and are in the process of developing customised contact reports.

 

One thing we are stuck on is adding a 'total value' to columns which include monetary values, e.g. fees won, fees quoted etc.

 

Does anyone know if this is possible and have a solution? Support are not able to help us with this. 

 

 

Many thanks

 

Brendan 


Accepted Solutions
Solution
Accepted by topic author bhall-smh
‎08-24-2016 09:17 AM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Adding a total to value fields in customised contact reports

Yes but not over the community. Contact me offline at royel@techbenders.com

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Nickel Super Contributor
Posts: 346
Country: USA

Re: Adding a total to value fields in customised contact reports

Act! Marketplace has some good ideas...

 

http://www.actaddons.com/addons/categories/category-reports.asp

 

Best regards,

 

 

firmapequena.png

Juan Carlos Otero
juancarlostero@icloud.com
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Adding a total to value fields in customised contact reports

I would say the answer is yes but that's a conditional answer. The information about what you were trying to do was rather limited. Much depends on where you want the totals to show up. I would need to know more about the overall structure of the report to give you a definitive answer.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United_Kingdom

Re: Adding a total to value fields in customised contact reports

Hi Roy, thanks for your response.

 

The report we're building is based on fees generated from new clients in a specific time period.

 

The data fields I need to be able to add up are for 'recurring fees' and 'non recurring fees'.

 

So very simply I just need to be able to add these values up at the end of the report like I would do in an Excel spreadsheet.

 

 

Kind regards

 

Brendan 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Adding a total to value fields in customised contact reports

Assuming those are separate fields all that is required for a total of each field is having the field in the appropriate footer section. To add the totals together is also relatively simple but is required embedding a Visual Basic script in the report and the use of a custom field to display the results.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United_Kingdom

Re: Adding a total to value fields in customised contact reports

Thanks again Roy, is this something you can assist with?

Solution
Accepted by topic author bhall-smh
‎08-24-2016 09:17 AM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Adding a total to value fields in customised contact reports

Yes but not over the community. Contact me offline at royel@techbenders.com

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129