How to Generate a Filtered Report

[et2gogreen]

Hello!

I am attempting to print out a list of contacts, and I want them filtered so it only shows those contacts from Italy. Ideally, I want ACT! to do this work itself so it can be a standalone report rather than an export then process in excel or some other program. Thank you.

[Roy_Laudenslager · Accepted solution]

Create a lookup in ACT! and then either export the lookup to Excel or run an ACT! report for the current lookup.

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

Full disclusure I wrote the reports chapters of the book.

[Roy_Laudenslager · Accepted solution]

Create a lookup in ACT! and then either export the lookup to Excel or run an ACT! report for the current lookup.

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

Full disclusure I wrote the reports chapters of the book.

[et2gogreen]

This looks like it solved it. Thank you Roy.