03-26-2010 10:50 AM
I am tweaking a report that is created this way:
1. Click the Groups button on the left.
2. Right-click one of the Groups in the list and select "Create Lookup."
3. Under the Reports menu choose Another Template and choose my custom report.
Right now, my custom report has a single line at the top of it: "Contact List." I wonder if there is a way to programatically fill in that field with the name of the Group from which the Lookup was created?
I am checking because, otherwise, I'll need to save various versions with different titles. It's not a lot of work, but I thought I'd ask.
03-30-2010 04:42 PM
03-30-2010 06:58 AM
I'm unable to come up with a way for having the 'Group' name populate on the heading of your report without having to first populate a field in the contact data. There is no relationship from the Group screen to the Lookup results to feed to the report. Depending on the number of templates you will have to create, having separate templates may be your best option. There are add-on reporting solutions available (such as Crystal Clear and Stonefield), you may want to look at them and see if they will produce the type of report you desire. A list of add-ons can be found at Act! Certified Add-ons.
03-30-2010 07:37 AM
After reading your message, I had initially thought putting a Group field on the Contacts detail sheet would work, but, unfortunately, a contact can be a member of multiple groups, so I don't think that would work.
Thanks for the insight. It's certainly less expensive to make the multiple forms. I will work on that.
03-30-2010 07:49 AM
Hi M - welcome to the ACT! Community.
On your report question, have you looked at one of the Group Reports? I don't know what other data you have on the report, but if you run a Group Report for the Current Group it will list the Group Name at the top.
Hope that helps -
03-30-2010 07:52 AM
Hmmm... Thanks. I will take a peek at this. The Report template I do have is fairly customized but basic. Mostly it's just set up to make sure certain fields have enough space and 12 names fit on one landscape page.
Perhaps I can open up one of the Group reports and see how it prints out the Group name...
03-30-2010 08:37 AM
Maybe this is a clue?
I opened up a Group template and saw that the field "Group Name" was there. So, I opened up my template and tried to add a Group Name field, but all I see are Contact related fields.
How can I add a Group Name field?
03-30-2010 09:44 AM
03-30-2010 10:11 AM
Wellllll.. I'm not sure. I see your point that I would want to start it as a Group Report, and I'd create a subreport for the contact data...
But how do I ensure that the very meticulous field sizes, locations, etc, in my current contact report wind up the exact same way in the Group subreport w/o having to essentially replace and re-do all those fields?
I'm only asking because it's been many, many, many weeks just to get the fields right. We came from Act 2000 and so much changed that Sage told us to recreate the reports that didn't convert properly.
03-30-2010 11:41 AM
To answer your one question, all ACT! reports have a primary table connection. They are Contact, Group, Company, Opportunity and Product. Each of those types can have subreports associated with it.
Regarding converting you existing report template, I believe I could do it but it would require an in depth knowledge of the report structure and would include direct editing of the template XML code.