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ACT 2008 Reports

New Member
Posts: 17
Country: United States

ACT 2008 Reports

Hello!  I need to learn how to better mine data out of ACT for my salespeople.  We have 8 or so users, and I want to be able to generate a report telling, by salesperson and total:

 

  • outgoing calls made
  • incoming calls received
  • source of the calls
  • breakout between attempted calls and actual conversations

 

And, be able to break this out over a particular time period, i.e., month.

 

Can someone please help? 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT 2008 Reports

I could likely create a report template (might require two templates) to do that.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: ACT 2008 Reports

Did you ever make this report?  I need the exact same report!

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT 2008 Reports

I've created many reports, some similar to the request. However most reports are specific to the databbase and application so most end up being custom report templates.

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