06-03-2016 01:40 PM
Here is what I would like to do...is this possible within ACT.
I have about 50 specific group reports that need to be completed each month. Each contains multiple groups within the report.
Here is my current process...is there a way to automate this?
1. create a lookup using a advanced query and group description as the contains portion with a specific group description code.
2. once the lookup is created, go to group reports, other group reports, and then selecting the custom report I've created.
3. save the resulting pdf.
I'd love to have them uploaded automatically but that seems like asking for too much.
Thanks for any help you can provide.
06-03-2016 01:50 PM
Not with the ACT! reports. It probably can be done with the Durkin Impact Reports.