04-27-2010 06:57 PM
The 2010 History Summary Classic report has 4 preset columns. Is there a way to add/remove columns to reflect custom activity types? Seems crazy that ACT! allows you to customize the activity types yet doesn't allow you to report on those types. Thanks for any advice.
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04-28-2010 12:40 PM
The following steps are only recommended for someone who is familiar with the report editor. If you are unfamiliar with the Report Designer, first visit this link: How to manage reports in Act!
Disclaimer: Customized reports are not supported by the Act! Technical Support team, be sure to perform a 'Save As' with the History Classic Summary report to a different name and then edit the new copy leaving the original version intact.
If changing the columns will suffice, here are instructions for updating what the History Classic Summary report will tally:
- Open the Report editor through the Reports > Edit Template option- Select the ‘History Summary Classic.Rep’ file and click on Open- Save this file to a new name (File > Save As) before updating to leave the original intact For this example, the ‘Letter Sent’ value will be replaced with ‘E-mail Sent’.
As Roy notes - adding additional columns is far to intensive to attempt to explain in this medium.
04-27-2010 10:30 PM
04-28-2010 12:40 PM
The following steps are only recommended for someone who is familiar with the report editor. If you are unfamiliar with the Report Designer, first visit this link: How to manage reports in Act!
Disclaimer: Customized reports are not supported by the Act! Technical Support team, be sure to perform a 'Save As' with the History Classic Summary report to a different name and then edit the new copy leaving the original version intact.
If changing the columns will suffice, here are instructions for updating what the History Classic Summary report will tally:
- Open the Report editor through the Reports > Edit Template option- Select the ‘History Summary Classic.Rep’ file and click on Open- Save this file to a new name (File > Save As) before updating to leave the original intact For this example, the ‘Letter Sent’ value will be replaced with ‘E-mail Sent’.
As Roy notes - adding additional columns is far to intensive to attempt to explain in this medium.
10-13-2010 10:48 AM
I understand it is hard to access the adding columns part. I have one question. the subreport part uses cnctColumnA as the variable and I figured out how to modify that name. I even figured out how to add an E to each line using similar programing and a custom system field label. now my question is this. the sum at the bottom of the page uses colA not columnA. is it possible to get to the programming that shows were columnA is linked to colA without the SA password..
and Roy, I am not itnerested in buying your prepared reports. I would rather do it on my own or get the sa password and do it on my own then.
10-13-2010 02:32 PM
The answer to your question is yes. It's all done with VB scripting.
FYI, it took me over 10 hours to reverse engineer the History Summary Classic report. I wish you luck.