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customizing company reports

New Member
Posts: 5
Country: United States

customizing company reports

I desperately need a report showing the list of custom lookups I have put into a custom page. Page title: Timeline
Some of the field names are: Field Measurements Due & Date Completed. The report was created using a company membership or company comprehensive which I have altered, adding the fields from the Timeline page. It looks great on the layout screen, but refuses to fill. I get a page with all the connected contact information and company address, etc. but no critical timeline details.ACT! tech support has not clue, although they have tried. I really hate to have to do the export thing and rearrange this for every single client. That would be impossible.
Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: customizing company reports

You might need someone to actually look at the report.
 
You will not find anyone better than Roy at Tech Benders
New Member
Posts: 5
Country: United States

Re: customizing company reports

Thanks to our local ACT Specialist, I was able to find the correct area to enter these fields and the report has worked. It is exactly what I needed.