Community
Showing results for 
Search instead for 
Do you mean 
Reply

How to Generate a Filtered Report

Accepted Solution Solved
New Member
Posts: 5
Country: USA
Accepted Solution

How to Generate a Filtered Report

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.


Accepted Solutions
Solution
Accepted by topic author et2gogreen
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How to Generate a Filtered Report

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

View solution in original post


All Replies
Solution
Accepted by topic author et2gogreen
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How to Generate a Filtered Report

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
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: USA

Re: How to Generate a Filtered Report

This looks like it solved it. Thank you Roy.