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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: 6,652
Country: USA

Re: Notes/History Report is Empty

What are you setting on the History tab and the Notes tab?
Roy Laudenslager
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