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Dashboard History Report to Include Customized Activity

Copper Contributor
Posts: 41
Country: USA

Dashboard History Report to Include Customized Activity

[ Edited ]

Running Act Pro 2012

 

I have created a custom activity in Act with it's own RESULTS as well. It works well, creating a history in the contact record when I complete/clear it, however, I'd like it to be included in the "Contact History Count By History Type" dashboard graph report as one of the Histories - can I do this?

 

If I can't get it to be one of the histories in this specific dashboard graphs, then how about a report at least?

 

Thanks!

 

Mike

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Dashboard History Report to Include Customized Activity

You should be able to do that is the dashboard and it definitely can be done in a report provided you edited the results on your custom activities to make the results unique. If you used the default results of Completed/Not Completed, you won't be do the tracking.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 41
Country: USA

Re: Dashboard History Report to Include Customized Activity

Hmm, OK.

 

So for example, if my custom activity is "FOLLOW UP CALL" and I simply have "COMPLETED" or NOT COMPLETED", it will not have a distinct reference in the dashboard history graph. But if I make the possible results be, "FOLLOW UP COMPLETED" or "FOLLOW UP NOT COMPLETED", then they will show in the dashboard history graph - correct?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Dashboard History Report to Include Customized Activity

yes

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 41
Country: USA

Re: Dashboard History Report to Include Customized Activity

I just tested it - very nice!!!

 

One last question - does Act allow me to choose which history events are included/excluded in the dashboard report entitled,  "Contact History Count By History Type". I don't care to see the data related to fields changed, etc.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Dashboard History Report to Include Customized Activity

I don't know, I'm more familiar with the reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 1
Country: USA

Re: Dashboard History Report to Include Customized Activity

Did you ever find an answer to this?  I have way too many items here that I don't need to see

Copper Contributor
Posts: 41
Country: USA

Re: Dashboard History Report to Include Customized Activity

I never did. I think we're stuck with this.