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How do I prepare a (HISTORY) Feedback Report

Astute Commentator
Posts: 12
Country: Australia

How do I prepare a (HISTORY) Feedback Report

My Sales Manager wants me to prepare a report on monhtly / quarterly customer HISTORY > FEEDBACK logged in ACT. 

 

I am unable to figure out how to achieve this. 

 

HELP PLEASE

- Felicity

Administrator
Posts: 4,024
Country: United_Kingdom

Re: How do I prepare a (HISTORY) Feedback Report

Hi Felicity,

 

We have a few training videos on report creation in our Act! Premium Training Library, however you may find it easier to report on these history types using the History List view in Act! and exporting to excel.

Astute Commentator
Posts: 12
Country: Australia

Re: How do I prepare a (HISTORY) Feedback Report

Thanks for the reply Gary, 

 

I have looked through your videos - and though informative have not helped me. 

 

You mentioned it may be easier to report on history types using the History List view - but I am unable to find that, are you able to help point me in the right direction? 

 

- felicity

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do I prepare a (HISTORY) Feedback Report

What version of the ACT! program are you using?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Astute Commentator
Posts: 12
Country: Australia

Re: How do I prepare a (HISTORY) Feedback Report

Roy - Sage ACT! Premium 2013 Version 15.0.301.0

Smiley Happy

Copper Elite Contributor
Posts: 107
Country: United States

Re: How do I prepare a (HISTORY) Feedback Report

That version does not have the History List view unfortunately.

Karen Fredricks
Tech Benders
561-470-5450
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do I prepare a (HISTORY) Feedback Report

If you just want counts you could use the History Summary Classic report though it might need to be customized the track the history types you want. If you want more information than a count and because your version of the ACT! program doesn't have the history List. you would need to use a third party report editor like the Durkin Impact Reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Administrator
Posts: 4,024
Country: United_Kingdom

Re: How do I prepare a (HISTORY) Feedback Report


Precision-Felicity wrote:

 

 

You mentioned it may be easier to report on history types using the History List view - but I am unable to find that, are you able to help point me in the right direction? 


The History List was included as a new feature in Act! v16.

Astute Commentator
Posts: 12
Country: Australia

Re: How do I prepare a (HISTORY) Feedback Report

Oh boy - maybe I need to upgrade.
Administrator
Posts: 4,024
Country: United_Kingdom

Re: How do I prepare a (HISTORY) Feedback Report

To get some advice on upgrade options available to you, speak to one of our Certified Consultants, or call us on 03 9111 0500.