Community
Showing results for 
Search instead for 
Do you mean 
Reply

Meeting Held Report

New Member
Posts: 2
Country: United Kingdom

Meeting Held Report

I need to create a report that will only show meetings held in the last 4 weeks. All other Histories will be ignored and assuming that a contact does not have 'meeting held' the contact will be 'skipped' and a report page not created. I have tried editing a history report but get all of the results when I only want 'meetings held'.

 

Does anyone have report I could have.

 

I am using just the basic ACT! layout.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Meeting Held Report

I believe the report template that you want can be done but it's not easy because it would require both VB script programming and direct modification of the the template XML code. The custom report package that I sell has a similar report that prints only the most recent Call Completed, Meeting Held, To-do Done and Note for any date range.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129