10-08-2008 07:22 AM
I am creating some new ACT reports that need custom fields using expressions but I can not find a guide on act expression syntax anywhere.
What I am trying to do is create a sales person productivity report to show how many calls they made, meetings they had, etc...
I am using the CH:Result field as my base field, but I need a way to break out each task as its own item and then count them.
I am a SQL / Crystal guy and not familiar with act reporting.
Here is what I want to do if it helps:
Custom field 1
If [CH:Result] = "Called Left Message" then 1
Custom field 2
If [CH:Result] = "Call Completed" then 2
Custom field 3
Count Custom Field 1
Custom field 4
Count Custom Field 2
Any help you can give me would be appriciated. If you have any other approaches that may work better for me I would be open to that as well.
10-08-2008 09:58 AM
You might want to take a look at the History Summary Classic report.
I work with both the ACT! reports and Crystal reports. The ACT! reports are more structured, especially in the data sourcing, than Crystal reports but the ACT! report editor has a more direct method of defining and editing the objects and elements of the report template.
10-08-2008 11:24 AM
10-08-2008 11:35 AM