Community
Showing results for 
Search instead for 
Do you mean 
Reply

Activities Report - Sort by Date, Not by Contact?

New Member
Posts: 15
Country: USA

Activities Report - Sort by Date, Not by Contact?

I have done a search on this topic and it seems that the question has been asked several times in the past, but the solutions are either broken links, or non-existent.

 

I want to be able to create an activities report to simulate a weekly 'call report.'  UInfortunately ACT groups them by contact and then by date, making it very confusing to see what I have done in a chronological order for the week.  Is there a way to not group by contact, but by day?  Can I modify the template?  Editing templates is VERY confusing to me, BTW.

 

Thanks.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Activities Report - Sort by Date, Not by Contact?

Your options are to print the task list or use Crystal Reports to create the report you want. It can't be done with the ACT! reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 15
Country: USA

Re: Activities Report - Sort by Date, Not by Contact?

OK, the 'print task list' looks promising, but I do not see all of my activities when I am on the 'Task List'.  I see them on the 'Activities' tab for my contact, but they do not show up on the Task List at all.  Do I somehow need to associate them differently with something?