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Creating a new report template

New Member
Posts: 2
Country: United_Kingdom

Creating a new report template

I'm using ACT 16.1 and I'm trying to create a template and I am not sure if I'm going about it the wrong way or it's just not possible.  


I would like to run a Notes/Histories report that displays only the meetings that have been held.  Currently I can only get it to run a report including everything.  Can anyone help? 


Many thanks 



Bronze Elite Contributor
Posts: 1,779
Country: United_Kingdom

Re: Creating a new report template

Rachel - You could try using the new History List and filtering by Meetings Held Type and Date etc.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Creating a new report template

The ACT! reports don't provide that level of filtering for the history entries. There are two options, using a list view to do the filtering and printing ot exporting the list view or using a third party report editor like the Durkin Impact reports.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer