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Date range From/To report for Contacts on their creation date

New Member
Posts: 2
Country: New_Zealand

Date range From/To report for Contacts on their creation date

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 14.1.108.0. 

 

 

 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Date range From/To report for Contacts on their creation date

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.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

 

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: New_Zealand

Re: Date range From/To report for Contacts on their creation date

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.  

 

Cheers

Jodie