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ISSUE reporting on Business Type

New Member
Posts: 4
Country: New_Zealand

ISSUE reporting on Business Type

Act! Premium (Web) Version: 17.1.156.0

 

Hi all,

 

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!

 

LearningPlanet

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: ISSUE reporting on Business Type

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: New_Zealand

Re: ISSUE reporting on Business Type

Hi Roy,

 

I simply want to run a report and list of businesses by Business Type such as Council or Power companies that I have in my database. 

 

Regards

LP

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: ISSUE reporting on Business Type

That shouldn't be that difficult but you would need to create a report template designed for that purpose.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: New_Zealand

Re: ISSUE reporting on Business Type

Thanks Roy so thats not a standard reporting item?  Really? 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: ISSUE reporting on Business Type

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: New_Zealand

Re: ISSUE reporting on Business Type

Thanks Roy, all I wanted to do was try and get a list of my companies by industry sector but clearly this is getting a little too hard.

 

Thanaks for your help.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: ISSUE reporting on Business Type

You  could set it up in contact list view and sort by Id/Status and then print or export to Excel.

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