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Notes and History report in date order

New Member
Posts: 1
Country: United_Kingdom

Notes and History report in date order

Sage ACT! Premium (Web) 2013 Version 15.1.108.0

 

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!

 

Pete

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Notes and History report in date order

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Employee
Posts: 10
Country: United_Kingdom

Re: Notes and History report in date order

Hi Peter,

 

I would suggest looking at the following article, it explains how to sort report details.

 

http://kb.swiftpage.com/app/answers/detail/a_id/13681/kw/sort%20report%20date

 

Cheers.