04-05-2016 07:27 AM
I'am struggeling with a custom report template. A would be thankful for all help I can get.
Here is what I would like to create:
A list of all the cleared (choosen types) activities of a choosed user for a choosen time period. At the end, a summary of the total time spent for each activity type.
User John Smith had two meetings last week (each 2 hours), and 6 phone calls (each 10 minutes). All those activities are done and cleared.
My report would list those activities, and summarise the durations at the end, that John has spent 4 hours with meetings and 60 minutes with phone calls.
Report could look something like this:
John Smith - Cleared activity report - last week
Monday - Call - from 9:00-9:10 - duration 10 minutes - with Susan - Regarding: weather
Tuesday - Call - from 10:30-10:40 - duration 10 minutes - Jimmy - Regarding: TV-show
Meeting - from 11:00-13:00 - duration 2 hours - with Doctor - Regarding: headache
Wenesday - Call - from 8:00-8:10 - duration 10 minutes - Kurt - Regarding: weather
Thursday - Call - from 11:00-11:10 - duration 10 minutes - Russel - Regarding: women
Friday - Call - from 13:00-13:10 - duration 10 minutes - with Susan - Regarding: weather
Meeting - from 14:00-16:00 - duration 2 hours - with Peter - Regarding : new cars
Total calls: 60 minutes
Total Meetings : 4 hours
Any ideas where to start to build such a report template ?
04-05-2016 08:06 AM
Sorry to say, not with the ACT! report editor. It might be possible to create something like that report with the ACT! report editor using a significant amount of embedded VB script programming but it wouldn't have the filtering flexibility you describe. A third party report editor would be able to create the report template you want along with the filtering flexibility. My choice would be the Durkin Impact Reports.
04-05-2016 12:54 PM
Could you use the History List and filter for the user etc...?
04-11-2016 12:21 AM
I do not find a history list in my ACT2011, probably that is a feature of the later versions?
Anyway, I already have experimented with reporting histories.
I found a very useful addon, called TopLineDash. There I can build lists and graphs. When I was collecting history I faced the following problem:
Lets say, I scedule an activity, and clear it. An activity cleared history is made. OK.
But if for any reason I unclear the activity (to add notes, or change the duration), and clear it again, another history is made.
Then, if I collect history data, the activity will show twice on the list, both durations added.
So I have to focus on collecting cleared activities.
With TopLineDash I can do it, but have a slight but important problem (that's why I went back to experimenting with Act's own reporting)
When I choose the timefreme, the list I get contains all kind of dates, but not the correct ones. Probably has to do something with my regional date format, but could not find a clue yet ...
04-12-2016 01:37 PM
I could create the report you want with the ACT! reports but it would be a fairly static report an would involve writing several hundred lines of VB script coding. On the other hand I could fairly easily create the report using the Curkin Impact Reports. It would also not be a static report and you could decide at rnutime which history types to track, date range, user filtering, etc.