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Is there a way to exclude the activities associated with other users from being counted in activity reports?

Copper Contributor
Posts: 11
Country: United States

Is there a way to exclude the activities associated with other users from being counted in activity reports?

I run weekly reports of our company's marketing activities in ACT. We have 8 users in the company. I'd like to exclude emails and meetings we have with each other from those reports and just list the activity associated with our clients. That is I'd like to run a report that excludes emails sent to one of our internal users and meetings we have with each other.Does anybody know how to do this?

 

Thanks.

 

Steve

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Is there a way to exclude the activities associated with other users from being counted in activity reports?

Have you tried creating a lookup that excludes those contact records and then run the report for the current lookup?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129