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Custom Reports

RPC
New Member
Posts: 8
Country: United States

Custom Reports

I'm new to ACT and I'm trying to edit one of the reports.  We have three users on 2008 and I want to create a report based on the History Sumary Classic report.  I want to add columns for opportunities that were created out of completed calls.  So I can see total calls made for a time frame and compare that to how many resulted in an opportunity.  Any help is appreciated.  We are using the dialer to make calls. 

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Custom Reports

The History Summary Classic report uses extensive scripting to accomplish the counting. It's not very difficult to change a specific column to collect information on a different result but it's not easy to add additional columns without fully understanding the scripting involved.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
RPC
New Member
Posts: 8
Country: United States

Re: Custom Reports

Thank you for getting back to me.  I was just looking to change the "meetings held" column to show if they had an opportunityat a specific stage.  
Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Custom Reports

I believe what you want to do is possible but would require significant script modification and addition to make it work. It would not be an easy change.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129