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How do I create a report for "Meetings Held"

New Member
Posts: 2
Country: USA

How do I create a report for "Meetings Held"

I need to create a report for "Meetings Held" in the History tab.  I need either 1 or 2 reports.  One report to show me the number of meetings my sales guys went on in any particular months, and another (or could be in the 1st report) to show me which companies they visited.  Is there a standard report for this or can I create one.  I dont seem to be able to find a way.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How do I create a report for "Meetings Held"

Have you checked the History Summary Classic

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: How do I create a report for "Meetings Held"

Ok that is what we are looking for, however, when I go to generate the report it is blank.  It seems to want to pull the data.  It says 80 pages, but they are all blank.  Am I missing something in the settings?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How do I create a report for "Meetings Held"

Unfortunately the standard History Summary Classic report doesn't suppress blank line from contacts that are processed but have no applicable history to include. One way to minimize that is to use the Lookup | Contact Activity to create a lookup of more applicable contacts. I also have a rewrite of the History Summary Classic report that does suppress the blank lines.

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