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Creating a report to track changed data

New Member
Posts: 4
Country: Canada

Creating a report to track changed data

[ Edited ]

Version - Premium V 16.1.207.0 HF 2
Shared database
Platform - Windows 7 64

I am trying to track the changes to a specific contact field in Act!.  I want to be able to run a report that will show all contacts where the value of the field changed in the last x days.

The field in question is a yes/no checkbox.

The field in question is already set to Generate History.

I am quite new to using and administering Act!  I can not seem to find any logic that would only return data if the field changed.

Thank you in advance for your assistance.

If there is a better method to track these changes, I am open to it.  

Note that for regulatory compliance, Act! is not connected to the email system.

Copper Super Contributor
Posts: 478
Country: Australia

Re: Creating a report to track changed data

Now thats a great idea, i would be interested in an answer to this one as well

Thanks

Jason

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Copper Elite Contributor
Posts: 405
Country: United States

Re: Creating a report to track changed data

In v16, use the history list.

 

Filter the type to just field changes

 

Use the keyword box to limit the list to just the field name.

Geoffrey B. Boulden
Twelve/Three Marketing, Inc.
Buffalo, NY
ACT!
SageCRM
GoldMine
SQL Certifications
New Member
Posts: 4
Country: Canada

Re: Creating a report to track changed data

Essentially, that is the workaround I have used.  There does not appear to be a way to actually extract the data (txt, csv, etc.)
It seems to me that a product like Act! should have more robust reporting capabilities. 

Copper Elite Contributor
Posts: 405
Country: United States

Re: Creating a report to track changed data

Fully agree with you there. If you know some SQL, or Excel tricks you could get this data out. The ACT report writer on its own is very limited and a relic,

 

All of the tools you need to access the databases, write your own dashboards, etc are there but most people wouldn't be able to use them. They are there.

 

Search on OLEDB2 for Excel

actreader for SQL

 

You could buy Stonefield Query for ACT as well.

Geoffrey B. Boulden
Twelve/Three Marketing, Inc.
Buffalo, NY
ACT!
SageCRM
GoldMine
SQL Certifications