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Completed Activities Report

Bronze Contributor
Posts: 1,394
Country: USA

Completed Activities Report

I may have asked this before, but I didn't find it in the forum.

 

I would like to produce a report - screen or paper - that lists the completed activities for the past X days.  I've tried most of the canned reports, but I can't find one that works for me.

 

 

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Completed Activities Report

John,

If I understand correctly - the canned 'Activities' report won't suffice because it will also list un-cleared activities. 

If that is correct, I'm guessing it would take some back-end VB scripting to get the result you desire.

 

If you haven't already, take a look at the Notes/History report.  You can filter it to show only History, but it will sort by Contact and will also include history items other than activities.

Greg Martin
Sage
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Completed Activities Report

This is something that you could likely do using the OLEDB v2 driver in Excel or Access or another tool that you are familiar with...

 

The dashboard Data chart component should allow this potentially also...