Community
Showing results for 
Search instead for 
Do you mean 
Reply

History Report sorted by Company or History Date

New Member
Posts: 3
Country: Canada

History Report sorted by Company or History Date

SAGE Act!  Premium 2013 Version 15.1.108.0 English Canada

Shared Database

Windows 7

 

I created a new History Report that includes ONLY Company and History (Date and Regarding & Details).

I need the data sorted by Company or History Date, how can I get it that way?

Is it possible to generate a lookup from the History Report?

Thanks

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: History Report sorted by Company or History Date

No to creating a lookup from a report, you can run a report for a lookup but not the other way around. Also no to sorting my the history date except within and individual dontacts history. Sorting my company should be possible but I would need to see the report structure for a final answer.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: History Report sorted by Company or History Date

Hi Roy

 

Can a history report be created that only has selected history types like closed actvity?

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: History Report sorted by Company or History Date

I will give a conditional yes answer to your question. I have a teport that reports only the most recent Call Completed, Meeting Held, Todo Done and Note for any date range. However creating the template involved imbedding extensive VB script programming and directly modifying the template XML code.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: Canada

Re: History Report sorted by Company or History Date

Thank you Roy.

I hope software developers will think about this in the future.

For my purposes is not useful at all sorting by contact.

 

Happy Holidays!!!