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Email Report - Sort by Company

New Member
Posts: 6
Country: USA

Email Report - Sort by Company

Fellow ACTers,

 

Get it, ACTers......Smiley LOL

 

I am working on compiling an email list. When I run the report, the list is sorted by contact's last name. I would like it to be sorted by company. Is there any way I can get the report to print like that, grouping companies together?

 

I can always run a report by each company but then I have to go group by group and that would take longer.

 

Please advise, fellow ACTers!

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Email Report - Sort by Company

What report are you using?

Is it a custom report?

Does it have a built in sort?

If no built in sort ary you presorting your list and running the report for the current lookup?

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 6
Country: USA

Re: Email Report - Sort by Company

We have SAGE ACT Premium 2012

 

I go to the REPORTS tab and select EMAIL LIST Report and hit run.

 

I'm tempted to create a custom report but do not want to mess up the current settings.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Email Report - Sort by Company

That report has a built in sort by contact (last name). To change the sort to company you would need to change the built in sort for section one in the report template.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 6
Country: USA

Re: Email Report - Sort by Company

Roy,

 

Thanks for the response. Can you provide direction as how to do that?

New Member
Posts: 6
Country: USA

Re: Email Report - Sort by Company

Figured it out. Thanks for the help!