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Creating Custom Reports

New Member
Posts: 1
Country: United States

Creating Custom Reports

I'm new to act, but would like to create a custom activity report that exports to an Excel file. Is that possible?
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Creating Custom Reports

You would not be able to do that  from a report template but you can export the task list to Excel.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Contributor
Posts: 209
Country: United States

Re: Creating Custom Reports

Yes, you can export the Task List to Excel but the available fields / columns are limited. For example, you cannot add Title.

New Member
Posts: 4
Country: USA

Re: Creating Custom Reports

Have you given Stonefield Query for ACT! 4.1 try? Create custom reports for ACT! with the latest version of Stonefield Query for ACT! 4.1. Visit the website for a free trial version. www.stonefieldquery.com

Nickel Contributor
Posts: 209
Country: United States

Re: Creating Custom Reports

Yes, I just got the latest version of Stonefield Query for ACT. It works well and is fairly easy to create a new, custom report. A little steep in price but a good add-on.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Creating Custom Reports

Hello kkupchyk,
Welcome to the Sage ACT! Community. Please see your Private Messages (envelope in the upper right under Go To) in this forum. Thank you.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.