05-20-2016 08:41 AM
Sage ACT! Premium (Web) 2013 Version 184.108.40.206
Hi there, trying to print off a notes and history report for a calendar month but all the reports are jumbled dates wise.
What can I do to have the reports run chronologically?
Thanks for any suggestions!
05-20-2016 10:09 AM
As an ACT! report, that can't be done because the ACT! reports only treat the Notes and History as subordinate to Contact, Group or Company. To directly report on Notes or History you would need to use a third party report editor like the Durkin Impact Reports. If you're using ACT! 17 or 18 you could sue the history list to create something like what you want.
05-23-2016 04:00 AM
I would suggest looking at the following article, it explains how to sort report details.