Community
Showing results for 
Search instead for 
Do you mean 
Reply

Need help making task reports and note reports

Copper Contributor
Posts: 172
Country: USA

Need help making task reports and note reports

I would like to give my employer a report of: my daily tasks, my daily notes, my daily activities (I can make the activity reports ok)
 
1. How do I make a report of my tasks?
2. How do I make a report of my notes (I have tried, and the report preview is just blank)
 
Thanks to all in advance
Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Need help making task reports and note reports

What version of ACT! (the full build from Help | About)?

 

1. Try File Print from the Task List or the Calendar

2. What steps have you tried?

Copper Super Contributor
Posts: 72
Country: USA

Re: Need help making task reports and note reports


newatatc wrote:
I would like to give my employer a report of: my daily tasks, my daily notes, my daily activities (I can make the activity reports ok)
 
1. How do I make a report of my tasks?
2. How do I make a report of my notes (I have tried, and the report preview is just blank)
 
Thanks to all in advance

I use Act Prem 2005, so this applies to that.  But I'm guessing it applies to all version afterwards.  To get a listing of all the notes you've created, add all of the contacts in question to a group (or just make a group with everyone).  In the Group Detail page, click on the 'Notes' tab.  Click 'Select Users' and choose only you.  Only your notes will appear in the window and you can print them by doing a right-click and 'Print Notes' or File | Quick Print Current Window.  (You can also filter by dates if you just want notes for one day.)  The Tasts and Activities sections will all print in nearly the same way.
Copper Contributor
Posts: 172
Country: USA

Re: Need help making task reports and note reports

Im not on the PC with ACT right now - but it is Premium 2008 V 10.09 ??

 

 

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Need help making task reports and note reports


newatatc wrote:

Im not on the PC with ACT right now - but it is Premium 2008 V 10.09 ??


The possible versions are 10.00, 10.01 or 10.02
Copper Contributor
Posts: 172
Country: USA

Re: Need help making task reports and note reports

I have version 10.01.199 --- Can this version make the reports I need?

 

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Need help making task reports and note reports

1. Try File Print from the Task List or the Calendar

2. What steps have you tried?

Copper Contributor
Posts: 172
Country: USA

Re: Need help making task reports and note reports

I have a calander that printed - but it doesnt have all of my tasks on it --- I am still working on this