09-09-2009 11:41 AM
I've developed a Referral report listing Prospects that have been referred to our company. It's a contact report. I need a way to split out Referrals 2008 and Referrals 2009. I'm using the Create Date field as my Date field. How do I specify 2008 date range for 2008 and 2009 date range for 2009?
Also, same report....I need a way to count the values in a certain field. I have an ID/Status field with values Warm Lead, Cold Lead, etc. I need to show on the report
Warm Lead (total # contacts)
Cold Lead (total # of contacts)
Total (Warm Lead # plus Cold Lead #)
09-09-2009 01:35 PM
The ACT! reports don't have any built in filtering for dates for the contact table. Grouping would be one option except the grouping by date is by the whole date. I've been able to do pseudo filtering in the contact table using VB script programming. It should be possible to pick up the records for one year that way and would then require running the report separately for each year you wanted to report on.
the counting is easier though it depends on how many individual types you have in the ID Status field. If you want counts on all the types you can do that as a part of grouping on ID Status and placing the ID Status field in either the appropriate section header or footer with the field properties set to do a count. However, if you want a count of two specific ID Status types, that would nave to be done using VB script programming.
09-10-2009 08:52 AM