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New Contact Reports

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New Member
Posts: 2
Country: USA
Accepted Solution

New Contact Reports

Is it possible to generate a report showing any "New Contact" entered into ACT in the month of October 2011 by each user?  Trying to figure out how fast we are growing our database by each employee.

 

Thanks.

 

Sean


Accepted Solutions
Solution
Accepted by ghollister (Platinum Elite Contributor)
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 173
Country: Australia

Re: New Contact Reports

do a lookup on create date and then build a contact report grouped by Record Manager
Travis Rosevear ACC for
Act Today Australia and New Zealand

View solution in original post


All Replies
Solution
Accepted by ghollister (Platinum Elite Contributor)
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 173
Country: Australia

Re: New Contact Reports

do a lookup on create date and then build a contact report grouped by Record Manager
Travis Rosevear ACC for
Act Today Australia and New Zealand
New Member
Posts: 2
Country: USA

Re: New Contact Reports

That was extremely helpful!  Thank you kindly Travis!

New Member
Posts: 3
Country: USA

Re: New Contact Reports

This did work great. This is exactly what I did:

Look-up - advanced  - advanced query -

Search for: contact

type: contact

Field Name: create date

Operator: within last days

Value: 120 days (or whatever you want)

add to list - ok

export to excel if you need, keep in mind you can custom the columns on the look-up.

New Member
Posts: 1
Country: USA

Re: New Contact Reports

Thank You!