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Create Activities Report that Groups, Calls, To-dos, etc - possible?

Copper Contributor
Posts: 21
Country: USA

Create Activities Report that Groups, Calls, To-dos, etc - possible?

[ Edited ]

Hi All, I have Act! Pro 2012 and want to make a report that shows all activities by TYPE so I can easily see the calls I need to make, the emails, the to-dos, etc?   I can't get the report designer to do this. I have put the TYPE as the "group by" option in the designer but it only partially works,  I still see To-dos spread out, some are grouped, some a re spread out...makes no sense.  any thoughts ideas?

 

 

 

Thank you

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Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Create Activities Report that Groups, Calls, To-dos, etc - possible?

What you're trying can't be done with the ACT! reports. You would need a third party report writer to do that. You can use the task list on the screen and then do a quick print of that screen.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129