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Meetings in History

New Member
Posts: 13
Country: USA

Meetings in History

We need to create a report that lets us pull meetings held from history.  But when I look at all of the history report options, it does not list "meetings" as an option.  Is there any way around that?

Silver Contributor
Posts: 1,813
Country: USA

Re: Meetings in History

There is not a report that allows you to filter out History types.  There are several report options that will allow this.  Topline dash, Stonefield Queries, or Crystal Reports.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 13
Country: USA

Re: Meetings in History

Are these report types available through ACT?  Or are they outside packages that have to be utilized?

New Member
Posts: 13
Country: USA

Re: Meetings in History

I meant "report options"

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Meetings in History

They are third party addons or plugins.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 13
Country: USA

Re: Meetings in History

Are they purchased through ACT?  And do you know how much each costs?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Meetings in History

StoneField Query is about $700 the last time I checked. Crystal Reports has severl different levels at different prices and it has a major learning curve. Topline is about &150 but if you need printed reports I've found them to be poor. One not mentioned is a new one called Durkin Impact Reports But I don't have pricing.

 

If you only need the one report consider having it custom built in Crystal Reports or Durkin Impact Reports and just purchase a runtime version to allow you to run the report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 13
Country: USA

Re: Meetings in History

Great!  Thank you very much for the helpful information Smiley Happy