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Lookup Report by multiple Variables

New Member
Posts: 10
Country: USA

Lookup Report by multiple Variables

I want to do a lookup/report that shows a particular record creator/manager within a certain time frame.  For example, I would like to run a report that shows all activity by John Doe, the record manager, from January 1, 2013 to present.  Thanks for any help on this one.

Silver Contributor
Posts: 1,813
Country: USA

Re: Lookup Report by multiple Variables

The process would be to first do a look up of the records that you want included in the report, Then run the notes/History report for this "current Lookup"  Within the report, you will see three tabs, specify the date range and and user on the notes and the history tabs.

 

While the above solution will work in ACT, beyond that if you wanted a report that prompted you or allowed you to select variables, you would need to consider a 3rd party reporting tool like Crystal Reports or StoneField Queries.

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New Member
Posts: 10
Country: USA

Re: Lookup Report by multiple Variables

Thanks.