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Create report based upon fields and not tabs?

New Member
Posts: 2
Country: United States

Create report based upon fields and not tabs?

I had a rather large excel group listing of current and prior clients (roughly 2800 entries).  I was easily able to import the excel data into Act as a group contact.  I know have 2800 entries.  One of the fields is anniversary date.  I would like to be able to run a monthly report that will show me all groups that have a renewal date of June 1st or July 1st etc.  I have never used Act reports so am very new to this.  Is there a report that will allow me to specifiy what fields (not tabs such as notes) that I can report off of?  Thanks!

 

Bob

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Create report based upon fields and not tabs?

A report template like that could be created. It would require some scripting to get just the information that you wanted.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: United States

Re: Create report based upon fields and not tabs?

And where do I find the information to set up this scripting?  I would think a report like this should be very standard is it not?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Create report based upon fields and not tabs?

Another option is to run a query on the date range and then print a list of the contacts.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129