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New User - How do I create a total calls made to contacts report?

New Member
Posts: 2
Country: United Kingdom

New User - How do I create a total calls made to contacts report?

Hi,

 

I'm a relatively new user to ACT and so far have managed to bumble my way around and create some new reports. My boss wants to know how many calls each user has made within a certain time period. The only record I can see for when someone has made a call is when they've completed the activity, and it puts the 'Call Completed' in the History tab. I can't see how I can create a report for this.......HELP!!!

 

Helen

New Member
Posts: 5
Country: United Kingdom

Re: New User - How do I create a total calls made to contacts report?

Hi, If you go to Report then actvities you can select the typoe of activity you wish to report on.

 

Hope this helps

 

Jackie

New Member
Posts: 2
Country: United Kingdom

Re: New User - How do I create a total calls made to contacts report?

Hi Jackie,

 

Thanks for this - does this report only show the completed calls? When I view the report, it just says type 'Call'. Also, do you know an easy way to then refine it down by one of the custom fields I've added?

 

Thanks

 

Helen

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: New User - How do I create a total calls made to contacts report?

Check out the History Summary Classic report.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129