Community
Showing results for 
Search instead for 
Do you mean 
Reply

Printing and Viewing Activity Series

New Member
Posts: 3
Country: USA

Printing and Viewing Activity Series

I would like to be able to preview the status of an active activity series and to be able to print it out to pass along to management as a status report. I would also like to view and print an inactive series to place in a procedure manual. how can this be done.

 

Thanks

Fran

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Printing and Viewing Activity Series

What do you mean by "preview the status" of an Activity Series...?

 

Find out how many steps have been completed to date?

 

Show how many times it has been scheduled???

New Member
Posts: 3
Country: USA

Re: Printing and Viewing Activity Series

Hello and thanks for responding. What I mean by previewing the status is to see what tasks have been completed and when and what still has to be done and when.

 

Printing is an important feature so I can provide a hard copy to management.

 

thanks

fran

Silver Contributor
Posts: 1,813
Country: USA

Re: Printing and Viewing Activity Series

Seeing the stage would be accopliished by naming the stages and series themselves appropriately.  There is not an activity series control panel or report to see the stages.

 

You can access the activity series view from the OLEDB provider within Crystal Reports (it'ts been a while, but I've dont it)

 

At best to accomplish this withing ACT would be to write a report that can be viewed within Crystal reports.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 3
Country: USA

Re: Printing and Viewing Activity Series

Well, thank you Jon, I must admit that I am surprised that it isnt a feature already. I dont know anything about OLEDB provider within Crystal Reports. Where do I go to get more information on this?

 

thanks

Fran

Bronze Super Contributor
Posts: 1,170
Country: USA
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Printing and Viewing Activity Series

We have developed an report designer for ACT which automatically consumes the ACT OLEDB reader.

 

This report designer includes the same functionality other third party reporting with a simpler user interface. 

 

You can learn more here: http://durkincomputing.com/

 

it has a modern and robust layout designer:

http://durkincomputing.com/images/ScreenShots/DCIMPREP/IRD_Columns.PNG

 

A four step report wizard to quickly get reports running:

http://durkincomputing.com/images/ScreenShots/DCIMPREP/IRD_Wizard.PNG

 

Easily adjust or create your own SQL statements:

http://durkincomputing.com/images/ScreenShots/DCIMPREP/IRD_QueryBuilderAdvanced.PNG

 

 

Design and run reports for any table in the ACT database such as:

Activity

Company

Contact

History

Note

Opportunity

Product

 

We also expose; system tables, configuration tables, bridge tables, custom tables, User & Team tables and sycn tables. Over 60 tables in all!.

 

 

Thanks

-- Jim Durkin

Durkin Computing