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Report Writer: Query Documents/Attachments/Library Documents

New Member
Posts: 2
Country: USA

Report Writer: Query Documents/Attachments/Library Documents

Hi,

 

Having a tough time trying to find a solution.

 

We have implemented Premium 2011 and are attaching PDF's under Contacts, then the Documents tab.

 

I am trying to build a simple report that lists these by contact and then group. The hierarchy is not the issue, but finding the right field code like [C: Contacts] to use when building the report.

 

I have heard attachments described by Sage as attachments, documents, and our third-party implementation consultant called them "library documents".

 

Thanks for any guidance!

 

Joe

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Report Writer: Query Documents/Attachments/Library Documents

You won't be al;e to do that with the ACT! reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Report Writer: Query Documents/Attachments/Library Documents

Hi - was just playing with one of the stock reports: Notes - Histories.

 

It is pulling up the file attachment names, which is what I am after, just trying to isolate that as a report.

 

Seems to use

 

Subreport: Histories

 

then

 

[CH: Regarding&Details]

 

When testing the report, when I use the wizard, and select Preview, All Users, All or Past for the date range, and then turn on all tick boxes for Notes and History it will pull the file attachment names as well as any notes and system history updates to the contact.

 

If I do Preview, All Users, and only turn on the tick box for Attachments, All Past I get a single blank page as output.

 

If I can get it to just pull the file attachment names by contact, I'd be set. 

Silver Contributor
Posts: 1,813
Country: USA

Re: Report Writer: Query Documents/Attachments/Library Documents

THere is not a built in application or report in aCT that generates a history or list of just documents. You would need a third party reporting solution. The only two which I think would work would be Crystal Reports or Stonefield Query.

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