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Merge all Activities into a Report and E-mail it

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New Member
Posts: 11
Country: United Kingdom
Accepted Solution

Merge all Activities into a Report and E-mail it

I'm looking to create an e-mail that has...

 

some text

 

Date, Time, Duration, Regarding from one Activity Type

Date, Time, Duration, Regarding from one Activity Type

Date, Time, Duration, Regarding from one Activity Type

(for however many activities of that type there are within a pre-defined period)

 

some more text

 

I can achieve this in a report but need to e-mail the output to the contact to which it relates.  Copying the text from the Report Preview and pasting it into Outlook is pretty rubbish as all formatting is lost.

 

Once achieved, one at a time is okay'ish, but an e-mail mailmerge of a lookup / group would live the dream.

 

Is this at all possible?


Accepted Solutions
Solution
Accepted by topic author Phil_McC
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 19
Country: United Kingdom

Re: Merge all Activities into a Report and E-mail it

Phil,

 

It sounds like you have something like: Section 1 (Contact Activity) with the Detail of your selected Activity fields.  In this case anything in the Section 1 Footer will always repeat after every Detail (Activity) item.  Anything in the Page Footer will always appear at the bottom of the page anyway.

 

How about trying this....

 

  • Section 1 (Contact)
  • Section 2 (Contact Activity)

 

Then put what you want to appear immediately under the list of Activities in the Section 1 Footer.

 

Does that achieve what you need?

 

Kim Kendall

Kendall-IT ACT! Specialists

www.kendall-it.co.uk

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All Replies
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Merge all Activities into a Report and E-mail it

Print to PDF and then attach the PDF to the email.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 11
Country: United Kingdom

Re: Merge all Activities into a Report and E-mail it

Thanks Roy - I'd tried that but would really like it in the body of the e-mail, and really, really like to e-mail mail-merge.  Are there any add-ons that could fulfil this?

 

Plus, one slight problem I have with this report is that the lower text never sits quite right.  If it's in the Page Footer it displays from the bottom of the page upwards - as you'd expect - but this leaves quite a gap between the end of the Activities and the start of the bottom text.  If I put it in the Section1 - Footer it repeats for every Activity listed.  That doesn't seem quite right - am I missing something?

 

ACT! by Sage 2010 Version 12.1.181.0, Hot Fix 1

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Merge all Activities into a Report and E-mail it

As to an addon, no and I don't think it would be really possible as an addon.. It would require a conveersion to HTML.

 

As to the page footer, you're right, it configures from the bottom of the page. One possibility would be to remove oaa fields from the footer. I suspect that you're trying to think of the report generator as a word processor. It's not. It's actually a program to extract informatio from the dataase and format it for the page. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 11
Country: United Kingdom

Re: Merge all Activities into a Report and E-mail it

Thanks for you help Roy.  I bow to your greater knowledge but it beats me why one section can't follow another.  Some times you'd want things right at the bottom (Footer) and sometimes you'd want to place something after the repeated items of information (Section Footer) - it just doesn't seem to follow the convention I've used with other report writers.  Thanks again anyway.  BTW..."oaa fields'?  There are really fields for the "Older Americans Act" - ahhh, is that why it's called ACT!?!?!?!?!?!

Solution
Accepted by topic author Phil_McC
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 19
Country: United Kingdom

Re: Merge all Activities into a Report and E-mail it

Phil,

 

It sounds like you have something like: Section 1 (Contact Activity) with the Detail of your selected Activity fields.  In this case anything in the Section 1 Footer will always repeat after every Detail (Activity) item.  Anything in the Page Footer will always appear at the bottom of the page anyway.

 

How about trying this....

 

  • Section 1 (Contact)
  • Section 2 (Contact Activity)

 

Then put what you want to appear immediately under the list of Activities in the Section 1 Footer.

 

Does that achieve what you need?

 

Kim Kendall

Kendall-IT ACT! Specialists

www.kendall-it.co.uk

New Member
Posts: 11
Country: United Kingdom

Re: Merge all Activities into a Report and E-mail it

You absolute genius Kim - EXACTLY what I need.  Thank you so much.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Merge all Activities into a Report and E-mail it

The sections you can add or remover are used to modify the detail section. The page footer is fixed part of the report structure. The basic structure of the report ir Report Header, Page Header Detail Section, Page Footer and Report Footer. Most report editors I have worked with use this same basic structure.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 11
Country: United Kingdom

Re: Merge all Activities into a Report and E-mail it

Not too sure where you're coming from at this stage but thanks anyway Roy - Kim's idea of adding another section is spot on for what I need and works every time.