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Daily reports

Astute Commentator
Posts: 3
Country: USA

Daily reports

[ Edited ]

Can you set up a daily report in act to automatically send out an email of a daily record of teams notes and history log?  Currently We run the notes report then save it as a PDF and email it to our boss so she can see what we have done for the day.  BUt could this be set up to run automatically for us at a  certain time of day on its own?

 

I am on a shared drive and believe it operates off windows 8.  We are using the newest version of ACT! premium as well

Copper Elite Contributor
Posts: 514
Country: USA

Re: Daily reports

Act! doesn't do this out of the box.

 

You'll have to look at an add-on like topline alerts to accomplish this.

Mark Hammer
ACT! Fanatic
Astute Commentator
Posts: 3
Country: USA

Re: Daily reports

ok thank you so much

Copper Elite Contributor
Posts: 514
Country: USA

Re: Daily reports

no problem. Good luck!

Mark Hammer
ACT! Fanatic
Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Daily reports

As Mark said, Topline.

 

We also use Stonefield Query for a number of our clients, the ability to do complex SQL queryies, the visual query builder, the options to schedule the report to send to email/folder in various formats, all tasty goodness. 

 

Ben.

 

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Daily reports

[ Edited ]

You can also use Impact Report Designer v5.  

 

  1. It has an auto-run feature to schedule reports/alerts, 
  2. Supports pivot tables and 100+ of charts.
  3. Designed from the ground up to work with only act! so there is less set up.
  4. Comes with 60+ reports and we are always adding more.
  5. Includes an advanced query builder.

 

Read more: About Impact Report Designer

 

Watch video Impact Report Designer Video

 

Runtime version only $49.

 

Hope this helps

-- Jim Durkin