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Customizing a Notes History Report

New Member
Posts: 11
Country: United States

Customizing a Notes History Report

I want to create a customized Notes/History report that sorts by record manager rather than by contact.  So that, for instance, all calls (etc) made by a particular user are grouped together.  Does anyone know how to do this?



Platinum Elite Contributor
Posts: 6,860
Country: USA

Re: Customizing a Notes History Report

If you want the report to group the notes and history by user, that can't be done. You can run the report for any one user by selecting all users on the general tab and the specific user on the notes and history tabs.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer