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Act Reports Salesperson Activity report (count of calls and emails)

New Member
Posts: 2
Country: United_Kingdom

Act Reports Salesperson Activity report (count of calls and emails)

Hi

 

Just getting started with Sage Act and been asked to create a report on Sales Person activity (count of emails, calls)

 

I can see these on the default dashboard - how do I access this information through the reports designer? It doesn't seem very intuitive.

 

I have acess to the Act Reader and can access the Act Database in SQL Server, but I am not sure how I should be filtering

 

Any help much appreciated

 

Thanks

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Act Reports Salesperson Activity report (count of calls and emails)

Check 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