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Notes/History Report is Empty

Copper Contributor
Posts: 31
Country: United States

Notes/History Report is Empty

Hello group, we're just getting started with ACT across the company we're having trouble with reports. We simply run the canned Notes/History Report and it's coming up blank.

 

It seems that if I run with the option "Create Current Report for" Current contact, then choose records managed by "John Doe", the report works. But If I run with Current Lookup or All Contacts the report returns empty.

 

Any ideas? This is very frustrating as this is a new installation and there are many records and these simple reports aren't working correctly.

 

Platinum Elite Contributor
Posts: 6,853
Country: USA

Re: Notes/History Report is Empty

What are you setting on the History tab and the Notes tab?
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 31
Country: United States

Re: Notes/History Report is Empty

Thanks for the reply. It turns out that I was unchecking the email checkbox and it was leaving out email history records. I misunderstood what checking that box would include. It was my fault!!

 

Greg