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Dashboard Reports

New Member
Posts: 1
Country: United States

Dashboard Reports

I'm trying to print a report from Dashboard that lists activities for everyone in our office, and lists them by "Scheduled For" name...I can highlight the whole list, but when I try to print it, it only prints what is VISIBLE on the window/screen. Any suggestions??

 

Thanks!

Mary

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Dashboard Reports

Hello Mary,

Welcome to the ACT! Online Community. When you copy the Dashboard view, it basically just copies the screen to the clipboard, so what you see is what it will copy. What might work better for you is to use the Task List (use filters, add the columns you want, and sort the way you want), then export the list by clicking the Export to Excel icon on the task list toolbar. Another option would be to run the "Activities" report under the Reports menu. By default this report is sorted by contact, but you can change the sort order to Scheduled For by following the steps in the following Knowledgebase article:

 

How to Change the Sort Order in an Existing Report

 

 

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.