01-31-2012 10:27 AM
Let me preface this by saying that this is the first time I have tried to run any kind of report on ACT!
We are a sales office and the president of the company would like to see a report for each sales peron (user) for all meetings and call for 2011 by company. In essence she'd like to see how many time X user had a meeting with X contact from each company we work with.
What I though would work was going to Reports then Activities. I would then select a specific user in the general and activity tab and run the report. This runs a report which gives the information I need but it is not complete. I went into the calendar by week and there were appointments missing.
What am I doing wrong? I have to submit this today! Please help!
01-31-2012 10:59 AM
The general tab selects the contact records by record manager and the activities tab slelct the indifidual activities by record manager. You likely want to select all users on the general tab and the specific user on the activities tab.
01-31-2012 12:39 PM
That did the trick! Thank you!
Now I'd like to see the list by company instead of by contact. Is that possible. I tried saving it as a text file and then opening it in Excel, however, it wasn't formatted to be able to sort easily through the information.
Again thanks so much!