Community
Showing results for 
Search instead for 
Do you mean 
Reply

Help Creating a Custom Report

New Member
Posts: 3
Country: USA

Help Creating a Custom Report

I want to create a custom report that sorts my list of agencies by country and shows information on agency, contact, title, and status. How would I go about doing something like this?

 

Thanks in advance!

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Help Creating a Custom Report

You would need to create a custom template using the report editor. An alternative would be to hire somone to create the template for you.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

 

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

 

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