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Exporting to Excel

New Member
Posts: 7
Country: USA

Exporting to Excel

HOW can I export a list of subgroups to Excel?

 

NOT the contacts...but the subgroup names?

 

For example, what I want to export is the name of the study, while still knowing what higher subgroup it belongs to.  For example…

COMPLETED STUDY (subgroup)

                Very Important Research Study (subgroup)

                                John Q Researcher (contact)

                                Jane P Researcher (contact)

                Ultra Important Program Evaluation (subgroup)

                                Mary Q Researcher (contact)

                                Sarah P Researcher (contact)

IN PROGRESS STUDY (subgroup)

                Research Study XXXX (subgroup)

                                Bill Q Researcher (contact)

                                Bob P Researcher (contact)

                Program Evaluation YYYY (subgroup)

                                Carol Q Researcher (contact)

                                Grace P Researcher (contact)

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Exporting to Excel

What you're showing in your post can't be done as a direct export to Excell. You would need to use an ACT! report to get a listing like that.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: USA

Re: Exporting to Excel

alright...i'll be flexible.

 

how do i run that kind of report. becasue then, i'm hoping, i can copy/paste it to Word and then eventually to Excel

New Member
Posts: 7
Country: USA

Re: Exporting to Excel

by the way...when I tried running a report using these steps:

 

  1. Click Groups tab and select ‘List View’
  2. Customize columns to only include ‘Group Name’ & ‘Record Manager’ – add other fields as necessary
  3. Click ‘Reports’ from the top, green menu bar
  4. Go to ‘ Group Reports’ > ‘Group Lists’
  5. Define filters as ‘Current Lookup’ and Use data managed by ‘Selected Users’ select – Shirley
  6. Click ‘OK’ – displays the group list in a new window

the list is out of order & does not show me the correct studies under the correct sub group.

 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Exporting to Excel

A couple of things, the groups list view has nothing to do with the ACT! reports so the first couple of steps has no meaning.

 

Based on your original post the Group list report wouldn't give you the information you want. 

 

The Group Membership report would more likely be the report you want though the template may require editing to produce the desired result.

 

A final question based on your following post, what is the specific need to have the results in Excel?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: USA

Re: Exporting to Excel

[ Edited ]

i want the list of studies/per category so that ultimately I can cound how many i have in each category.

 

ie.

COMPLETED = 40

IN PROGRESS = 25

WRONG ADDRESS = 10

etc...

 

and i'm using ACT! for the web (ACT! by Sage Premium for Web 2010  Version: 12.1.169.0)

 

it seems crazy that I can't get a report of the subgroups within a specific higher-level subgroup. 

 

New Member
Posts: 7
Country: USA

Re: Exporting to Excel

group membership report doesn't work...it only shows me

 

either all my studies

or

just my name

 

 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Exporting to Excel

I just did a custom report for a customer that is very similar to the report you want including the counts. It did require a custom report template that once completed can be used any time you want and Excel wasn't required.

 

Excel is a flat file and can only work with a single ACT! table at one time. What you're wanting requires data from two different ACT! tables and that can't be done with a simple export to Excel.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: USA

Re: Exporting to Excel

I know I'll need to do the count in Excel. that's okay.
but I can't get ACT! to give me the list of studies within a subgroup so that I can use some other program (ie excel) to count them.

some of my subgroups have 60+ studies in them. I don't want to hand-count everyone of them myself.
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Exporting to Excel

You can't do the export to Excel directly from the ACT! program. It appears that part of the information you want is in the Group table and part of the information is in the Contact table. You can export to Excel from either the Group table or the Contact table but not both at the same time. To extract related data from both the Contact table and the Group table you need to use an ACT! report.

 

I would need to examine your database to be sure but I believe that I could make a custom report template that would provide the information you want and would include the counts.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129