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History Report not working correctly

Copper Contributor
Posts: 49
Country: United States

History Report not working correctly

I'm using ACT Premium 2011 Ver. 13.1.111.0 Hot Fix 6.  I amd trying to run the notes history reprot on an outside sales rep from last month.  When I run the report, it only picks up once contact that she has notes on instead of the 10+ entries she has.  Has anyone else encountered this problem with ACT not printing the report the way it should?

 

Thanks for your help.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History Report not working correctly

What user filter settings are you using? Should be all users on the general tab and the specific user on the Notes and History tab.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 49
Country: United States

Re: History Report not working correctly

Roy - I did what you suggested and it is still only pulling one company.  Something isn't working correctly.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History Report not working correctly

What date range settings are you using on Notes and History? Perhaps try all dates.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 49
Country: United States

Re: History Report not working correctly

I did the "Last Month".  It works on the current month.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History Report not working correctly

Last month would be December and Current month would be January. Which month did you want?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 49
Country: United States

Re: History Report not working correctly

December. 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History Report not working correctly

Try setting the date range using the custom settings rather than the Last Month from the dropdown.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129