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Adding a query to a report

Copper Contributor
Posts: 8
Country: United States

Adding a query to a report

I'm not a beginner, but not advanced.

 

I track Leads in my Networking Group.  Leads from and Leads To.

 

I have a database of the leads.

 

I want to create an automated report of:   "Leads From" and "Leads To" by person.

 

I can't figure out how to query the "Leads From" field by person .... or am I thinking the incorrect way?

 

Can someone point me in a direction?  I'll do the research so I can learn!

 

Thanks, 

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Adding a query to a report

I am not entirely clear on what you are doing...

 

Did you create a custom field 'Leads To' and another 'Leads From' on the contact record?

 

And then you put a name in the appropriate field?

 

If so, isn't it possible that you would need more than one name in a field when someone provides more than one lead?

 

What version of Act! are you using? 

Copper Contributor
Posts: 8
Country: United States

Re: Adding a query to a report

ACT 2009.  I created a new field LEAD_TO and LEAD_FROM and I want to print a monthly report that reports how many leads were offerered and received by each member of the networking group.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Adding a query to a report

What you are describing can't be done either with a query or a report because you have no date/time component directly related to your custom fields. 
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 18
Country: United States

Re: Adding a query to a report

What you are describing is two cross tab reports since you have two fields Lead_To and Leads_From versus one field with multiple choices. The reports are almost identical and would display the Lead_  heading in a column and each person in the networking group would be a row with their total displaying.

 

 

Jason Okrepkie
Channel Account Manager
Stonefield Software, Inc.
jason@stonefieldquery.com
http://www.stonefieldquery.com