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Creating new group report

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Avid Listener
Posts: 9
Country: England
Accepted Solution

Creating new group report

Is it possible to create a report that returns the group members for a selection of groups? Say hot leads, cold leads, prospects and recently added contacts? I can only see a way to return either one group or all the groups.

 

Thanks

 

Using Act 2008


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Solution
Accepted by topic author HSM1977
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 28
Country: United States

Re: Creating new group report

Question: when you say reports, do you really mean a lookup?  For example, do you want a hot leads group so you can access it quickly or do you need to find all the hot leads so you can create a report to give to someone else...a boss for example?
Tony Holowitz
John Anthony Group
tony@johnanthonygroup.com

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Copper Contributor
Posts: 30
Country: Sweden

Re: Creating new group report

I think you can make a lookup on all contacts that are in those groups and then run a report on the lookup.

Solution
Accepted by topic author HSM1977
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 28
Country: United States

Re: Creating new group report

Question: when you say reports, do you really mean a lookup?  For example, do you want a hot leads group so you can access it quickly or do you need to find all the hot leads so you can create a report to give to someone else...a boss for example?
Tony Holowitz
John Anthony Group
tony@johnanthonygroup.com