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ACT 11.0 Reporting

New Member
Posts: 1
Country: United States

ACT 11.0 Reporting

I am running into all kind of problems trying to customize a contact report. Anyone out there having the same problem with ACT 11.0? Just trying to run a summary of the clients we have contacted and getting either way to much info. or not enough?

 

Thanks in Advance!

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT 11.0 Reporting


CCT Matt wrote:

I am running into all kind of problems trying to customize a contact report. Anyone out there having the same problem with ACT 11.0? Just trying to run a summary of the clients we have contacted and getting either way to much info. or not enough?

 

Thanks in Advance!


 

have you tried copying one of the default reports and customising it to your needs?

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: ACT 11.0 Reporting

From your posting I can't tell if you main problem is the report or doing a query in advance of running a report that's you main problem. Also you might want to try running the History Summary Classic report.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129