10-11-2008 11:29 PM
I need to figure out how to group a new report by month using a contact field storing a date ('departure date'). The report should group departures by month/yr, count one field and total two others. I've got the totals working, but the grouping by month is harder.
Thanks in advance. -Matt
10-13-2008 09:13 AM
10-13-2008 10:01 PM
Roy. Thanks for the reply.
We need subtotals for every month. e.g. Contacts sorted by departure date. We need to count the contacts and sum a number of other fields with each month sub-totaled and listed in order chronologically for any date range. Easily done in Access, but seems beyond me in Act. See mock-up below.
Company Departure Room Nights Revenue
ABC Convention 09/01/08 300 150,000
AIG Corp Retreat 09/04/08 200 450,000
Count: 2 Total: 500 Total: 600,000
10-14-2008 08:34 AM
I thought that might be what you wanted. That is most certainly possible with the ACT! reports using VB scripting to do the actual total accumulation. I've created several report templates of a similar nature. Without knowing more about what all you would want in your report it's difficult to say exactly how complex the scripting would need to be for your report. However, a recent opportunity template that I did where they wanted to accumulate a 12-month history along with performance against goals took me around 700 lines of VB script programming.