06-07-2015 09:12 PM
Act! Premium (Web) Version: 126.96.36.199
I have been ripping my hair out trying to find a way to run a report on "Business Type" under ID/Status on top right corner.
If anyone knows a quick way to run reports by business type this would be really helpful, many thanks!
06-07-2015 09:20 PM
Not sure just what you mean but one possibility would be to do a lookup on the ID/status type and then run the report foe the current lookup.
06-08-2015 09:05 AM
That shouldn't be that difficult but you would need to create a report template designed for that purpose.
06-08-2015 01:35 PM
Depends on how you want to define it. No there isn't a standard report for that but the standard reports are intended to be examples rather than all possible reports. The ACT! reports are fully capable of running such a report as you describe but you would need to provide the template which you could create with the ACT! report editor. Another option would be to hire someone to create the template for you.
06-08-2015 02:33 PM
You could set it up in contact list view and sort by Id/Status and then print or export to Excel.