03-20-2013 03:31 PM
I've been given the task to produce report on Contacts and one of the requirements it be able to produce a monthly by their creation date.
This is the first time I've updated a report for ACT so any assistance would be greatly appreciated. I have attempted but was unable to work out how to add a date range when running an updated template.
We are using Sage ACT! Pro 2012 Version 220.127.116.11.
03-20-2013 03:59 PM
The reports don't provide a date reange filter for the contact reports, only the notes, history, activities, and opportunities components. You can do a lookup of the contacts by create date and run the report for the current lookup.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclusure I wrote the reports chapters of the book. The report chapters work for all version of the ACT! program since ACT! 2007.
03-20-2013 04:46 PM
Thanks Roy, I'll take a look at your book. In the meantime I did manage to create an Advanced Query and obtain the report details I require.