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Help running a report of activity by user

New Member
Posts: 7
Country: USA

Help running a report of activity by user

[ Edited ]

Let me start by saying that I'm VERY amateur to ACT!

 

I'm trying to run a simplified version of the History Sumary report. I need to run a report that lists each user  and the number of calls, "to-do's", meetings, and closes each user completed in a given period. I don't need to know what activities were completed, just how many. It doesn't matter if each user has to have his own page or if they're all on the same one. I just need to be able to start tracking this info. Is this a report that's already built, or will I have to build it custom. If I'll have to build it, how do I?

Silver Contributor
Posts: 1,813
Country: USA

Re: Help running a report of activity by user

to get this report in ACT, you would have to run the report one time for each user. There is not a way to run for multiple users grouping by user.  In Crystal Reports, you could make such a report.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 7
Country: USA

Re: Help running a report of activity by user

Ok, so which report do I run, or if I have to build it, how do I do it?
Copper Contributor
Posts: 38
Country: USA

Re: Help running a report of activity by user

You could ouput a notes / history report to XLS and then do some matches / vlookups on them to pull out the data you are looking for.  Not the most eloquent solution but I started doing some custom reporting through ACT this way.

ACT 2010 Core Certified
New Member
Posts: 7
Country: USA

Re: Help running a report of activity by user

That's still a little complicated for me to follow. I only have about a week of experience with ACT!
Copper Contributor
Posts: 38
Country: USA

Re: Help running a report of activity by user

Well there is nothing turn-key or out of the box that will allow you to get the reporting that you desire.  This will take some development using either ACT, SQL, Access, Excel or Crystal Reports.

ACT 2010 Core Certified
Copper Super Contributor
Posts: 130
Country: USA

Re: Help running a report of activity by user

Try Topline Dash. www.toplineresults.com You can download it and install it in about 10 minutes (with ACT! closed). It has exactly what you are looking for. It's called a KPI report. It comes standard with the product and you can customize as needed. Very user friendly. Report creation is wizard driven. Hope that helps.
Thanks!

Leanne Evans
sosoftsol@gmail.com
New Member
Posts: 7
Country: USA

Re: Help running a report of activity by user

I'm totally fine with building a custom report, but I need instructions on the how-to that are a little dumbed down. I'm willing to get that report however I need to.
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Help running a report of activity by user

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: USA

Re: Help running a report of activity by user

Are there any other similar resources available?