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How do you create custom reports

Tuned Listener
Posts: 49
Country: United States

How do you create custom reports

I want to make one for created date, so my admin support can show me all new entries from a weekly basis, and monthly basis.

 

 

Bronze Contributor
Posts: 955
Country: Australia

Re: How do you create custom reports

I think what you are looking for is a lookup not just a report. Reports are the output as a result of a lookup.

 

If you are using one of the later versions of ACT in the groups area there are two groups created looking for Recently edited and Recently added contacts. You could edited these groups dynamic criteria to give you a lookup of the contacts you want to see

 

Create a group and use dynamic criteria to lookup create date in last 7 days and another in last 30 days.

 

Once you have this you can then run any of the standard reports or even customise one fo the standard reports if you want to see specific data.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.