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Creating a customized report - new to ACT! please help

New Member
Posts: 1
Country: USA

Creating a customized report - new to ACT! please help

Hello,

 

I am trying to create a customized report on ACT! All i want to do is collect the information on how our customers were referred to our business. We have a Referral field on ACT where it has options like TV, Newspaper, Phone Book, etc., and i want to be able to create a report just for that. In addition to being able to collect the information of where the customer came from, i would also like to have the date that customer was entered into our system and we have a field for that as well. So, all i need is to collect two information about our clients and not sure how to do this. Appreciate any of your assistance.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Creating a customized report - new to ACT! please help

The report you describe doesn't sound very complex and should be fairly easy to create. However, the ACT! reports have a fairly significant learning curve.

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