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Need help adding a summary total to History Summary Report

New Member
Posts: 4
Country: United States

Need help adding a summary total to History Summary Report

I am a user of:  ACT! by Sage 2008 (10.0) Version 10.0.2.191

 

RE:   Trying to Modify:   History Summary.rep

 

This standard ACT report contains a subreport:  History

 

When I choose a date range for a group of records, I get a nice tally of activities for each record.

 

Example:

Bob Jones Company

            Calls      1

            Emails   1

           

ACME Company

            Calls      2

            Emails   1

 

SMITH Company

            Calls      2

          

 

 

 

I NEED HELP WITH: 

I would like to also get at the bottom of the report a TOTAL of each activity type at the end of the report, for example above:

 

            Calls:    5

            Emails: 2

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Need help adding a summary total to History Summary Report

To provide the totals would require extensive VB scripting. You might want to take a look at the History Summary Classic report, it's a different format but it does give you global totals.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Need help adding a summary total to History Summary Report

Thanks Roy.   Good suggestion.   I do have a follow-up question re: History Summary Classic. 

 

This classic report shows you four columns of history data:  

Attempted Calls  -  Completed Calls  - Meetings Held  - Letters Sent

 

I cannot figure out if/how I could change this to show four columns, but pulling the following data points:

 

Attempted Calls  -  Completed Calls  -  Left Message Calls - EMails Sent

 

 

IS THERE A WAY TO MODIFY THE REPORT TO ONLY ON THESE FOUR?    

 

THANKS,  DAVID

 

New Member
Posts: 2
Country: USA

Re: Need help adding a summary total to History Summary Report

David, did you ever get an answer to this question? I have the exact same question! I want to see messages left.

 

Thanks,

 

John

New Member
Posts: 2
Country: USA

Re: Need help adding a summary total to History Summary Report

Hi did you ever get an anwer? I need to do the same but with the emails sent

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Need help adding a summary total to History Summary Report

Thgis is a very old tread. Please start a new thread with specifics of what your problem is and the specific report you are using.

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