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Running reports

New Member
Posts: 19
Country: United States

Running reports

All,

 

 

I have a question in regards to running a report within ACT to acquire information related to contacts. I want to run a report that provides me History results based off of a range of time. The goal with this report would be to see when was the last time a contact was contacted by means of email or phone call. The information that I want to find is under a contact's business call, choosing the "History tab" and the information to filter by is under "Result." Is there a possible solution for this and if so, I would appreciate any help that can be provided?

 

 

Ian

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Running reports

Possibly. There's a report in my custom report package that will list only the most recent call completed, meeting held, tTodo done and note for a specified date range.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 19
Country: United States

Re: Running reports

Is there any example output or information that can be provided to see and verify if this will give me what I need?

 

Ian

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Running reports

Check the attached PDF.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129