Community
Showing results for 
Search instead for 
Do you mean 
Reply

Report - History Classic + Marketing Calls Completed

Accepted Solution Solved
Silver Elite Contributor
Posts: 3,350
Country: United_Kingdom
Accepted Solution

Report - History Classic + Marketing Calls Completed

Working on the demo database I am trying to add a fifth column to the report to include Marketing Calls Completed.

 

So far I've done the following:

 

1. Added a label "Marketing Calls Completed" to the page header.

2. Copied the totalColumnD field in the footer, pasted it to the right and renamed it totalColumnE.

3. Created a custom ColumnE field in the Detail Section

4. Edit OnClose script to include Column E

 

 'Clear any residual data in the custom field
Custom1.Text = ""
'Clear out values before returning to the report designer
ColumnA = 0
ColumnB = 0
ColumnC = 0
ColumnD = 0
ColumnE = 0
totalColumnA = 0
totalColumnB = 0
totalColumnC = 0
totalColumnD = 0
totalColumnE = 0

 

5. Edit the OnPrint Script in Detail section to include Column E

 

'Update the running total with the contact total
totalColumnA = totalColumnA + ColumnA
totalColumnB = totalColumnB + ColumnB
totalColumnC = totalColumnC + ColumnC
totalColumnD = totalColumnD + ColumnD
totalColumnE = totalColumnE + ColumnE

'Reset subreport totals
ColumnA = 0
ColumnB = 0
ColumnC = 0
ColumnD = 0
ColumnE = 0 

 

6. Opened Sub-Report Histories and created a cntColumnE field.

7. Edited the OnPrint Script in the Sub-Report to include Column E

               if Result = "Call Attempted" then
               cntColumnA.Text = cntColumnA.Text + 1
               endif
               if Result = "Call Completed" then
               cntColumnB.Text = cntColumnB.Text + 1
               endif
               if Result = "Meeting Held" then
               cntColumnC.Text = cntColumnC.Text + 1
               endif
                if Result = "Letter Sent" then
               cntColumnD.Text = cntColumnD.Text + 1
               endif
               if Result = "Marketing Call Completed" then
               cntColumnE.Text = cntColumnE.Text + 1
              endif

 

The Marketing Calls Completed show up in the sub-report sction, but not in the totals in the Report Footer.

 

What am I missing here?

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

Accepted Solutions
Solution
Accepted by topic author Jeff_Granger
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Report - History Classic + Marketing Calls Completed

Click on the blank area around the template and then right click and choose Edit Report Scripts, you will be interested in on open and on close.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Report - History Classic + Marketing Calls Completed

The transfer from the subreport to the parent report.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Elite Contributor
Posts: 3,350
Country: United_Kingdom

Re: Report - History Classic + Marketing Calls Completed

Roy

 

Could you just expand on that a little?  It's getting late here and my brain has already gone to bed.

 

Many thanks

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Solution
Accepted by topic author Jeff_Granger
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Report - History Classic + Marketing Calls Completed

Click on the blank area around the template and then right click and choose Edit Report Scripts, you will be interested in on open and on close.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Elite Contributor
Posts: 3,350
Country: United_Kingdom

Re: Report - History Classic + Marketing Calls Completed

Roy

 

Thanks

 

That's the one I missed!

 

Much appreciated

 

Rest of me is going to bed now.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Copper Contributor
Posts: 41
Country: United States

Re: Report - History Classic + Marketing Calls Completed

Thanks for laying out the steps for adding a column.  I've been wanting to customize this for a while.  Can you share how you access the "OnPrint Script"?

 

Chris 

Copper Contributor
Posts: 41
Country: United States

Re: Report - History Classic + Marketing Calls Completed

Answered my own question