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Act 2008 Task List Report not in date order

hls
New Member
Posts: 6
Country: United Kingdom

Act 2008 Task List Report not in date order

Hi

I would like to be able to print the Act Task List report in date and time order. At the moment I cannot tell what order it is using as it does not appear to be date or Contact.

 

I would like to be able to print showing the date going forward, all uncleared tasks.  I do not want it to split it into calls, meetings etc, but for it to be more like a diary/calendar type listing so that it shows things in the order they need to happen.

 

I have searched the forum and cannot see a response and unlike other reports cannot see how to edit this one to do what I would like.  I have edited the Contact report to change sort orders and info shown successfully previously.

 

Thanks

Moderator
Posts: 4,395
Country: USA

Re: Act 2008 Task List Report not in date order

The Task List report is sorted alphabetically by the contacts last name (A-Z).  Then the contact's activities are sorted by date in ascending order.

 

How to Change the Sort Order in an Existing Report

hls
New Member
Posts: 6
Country: United Kingdom

Re: Act 2008 Task List Report not in date order

Thank you, I have tried to change the sort in the Section 3 Header to Contact Activity, then Date and Time ascending, however, they are now coming out in alphabetical company order!  I cannot see a Section 1 or 2, and assume that these are the report header and page header.  I am using a copy of the default task list report from Sage ACT 2008.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Act 2008 Task List Report not in date order

The task list report, and any report that included activities, can only be sorted by the fields in the contact table. The sort for the individual activities for any one contact can be changed in the activities sub-report.
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: United States

Re: Act 2008 Task List Report not in date order

I need the ability to print task lists in date order too.

 

 It seems kind of crazy that this isn't an option.

 

- Dave 

hls
New Member
Posts: 6
Country: United Kingdom

Re: Act 2008 Task List Report not in date order

Is this an option in newer versions of ACT or will the restriction always be there that it has to be sorted by Contact first?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Act 2008 Task List Report not in date order

To have a task list report in date order would require significant rework of the data sourcing for the report editor and possible changes to the database structure. To say the least it would not be a trivial update. Your best bet is to make a feature request for it.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
hls
New Member
Posts: 6
Country: United Kingdom

Re: Act 2008 Task List Report not in date order

Thank you for your reply.  How would I raise this as a feature request?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Act 2008 Task List Report not in date order

It's on the forum welcome page.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Moderator
Posts: 4,395
Country: USA

Re: Act 2008 Task List Report not in date order

Heres a direct link.

 

http://www.act.com/community/feature/