05-12-2014 10:10 AM
My first post here so go easy with me please.
Sage ACT! Premium 2012 Version 126.96.36.199
Running on windows 7 - 64
I have a problem when running the contact report for people where if I look in the persons calendar i can see a cleared meeting for the previous week along side others but ACT fails to bring that meeting over to the report but doesbring the others, there does not appear to be any logic as to why it brings reports some and not others. This appears to be the case for the database either locally on the server or on a remote data base on the users laptop.
Any advice / guidance / what / where to look would be greatly appreciated.
05-12-2014 10:25 AM
It's your runtime filter settings. This applies to the subreport filter settings: the general tab selects for the record manager for the contact record involved and the specific subreport record manager selection is for the actual record manager for the actual Item (history, activity, opportunity).
05-12-2014 11:19 AM
Thanks for the quick response.
Not sure I fully follow your line here but to further explain I lookup contatcs that have changed in the last 2 weeks to reduce the report runtime I then on the filters set the following.
General - Stays on preview has use data managed by all users and current lookup for create report for.
on the other tabs activety - opportunity I select date range last week and then the specific user who I want to report on.
I believe this is all correct but it seems as if it wants o just ignore certain reocrd where the record creator is the person I am reporting on.
Thanks for any help
05-12-2014 01:27 PM
From your description you should get all relavant records and I've never seen such an error that can be duplicated. Some points, on oppertunities, the date range selects on the estimated close date for open oppertunities and the actual closed date for ones that are closed, If you're looking at past activities, make sure you've checked to include closed activities. Also all selections are made by the record manager not the record creator.
05-12-2014 11:45 PM
Thanks again Roy
My bad calling it creator it should have been manager also the include closed is checked.
The thing I really dont understand is its as if someway the record I want to have the details of has a different record manager, i have run the report for the particular day for all users and still can not see the meeting that is clearly visible in the calendar ?
Is there any way to interrogate the history to show what might be wrong with these records if its something the users are doing wrong I can soon fix that but first I need to know what might be wrong.
05-13-2014 04:40 AM
Just to add a little further info the report had been changed from its original contact disp[lay to be displayed by customer changing this back appears to have fxed it although I dont really know why I hope someone will be along to tell me.
05-13-2014 06:01 AM
05-13-2014 06:28 AM
Ok I have tracked down what was changed and can repicate this.
On the contact report
edit > define sections
Section 3 shows contact in there and was changed to company nothign else was changed but with company record disapear with contact they are all present. Doesnt make sense.
05-13-2014 09:30 AM
What you describe would only change the sort order for the contact records from the contact last name to the company name. It wouldn't make any other change and wouldn't affect the number of activities included in the final report.
05-13-2014 09:41 AM
Exactly what I would have expected but the reality is it seems to miss some meeting notes out with it sorted by company and include them when sorted by contact.
Some of the records that are missing have a company created some are contact only with no company set up again no real logic to it.
Maybe try it on your own versions see if you can recreate this.