Report Creation

[razjcz]

It is possible to create a customized report that takes into account certain fields from the Contacts area and also then from the Opportunities area?

For example, let me suggest the following areas and fields:

Contacts - Contact Name, Address, DOB

Opportunity - Opportunity Total

Used Crystal reports in the past however never written a report in Act.  Is there somewhere I can find the listing of fields and associated database to work from as a map?

Frank

[Roy_Laudenslager]

Yes, you would make it as a contact report with an oppertunity subreport.

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

[razjcz]

Thanks for the prompt information.

Last questions:

1. Is it possible to then modify an existing contact report?
2. Is there a place or online manual that details the structure and associated fields in  Act?

Frank

[Roy_Laudenslager]

1. I don't recommend modifying the standard reports because many of then have hidden fields and VB scripting so you would need to reverse engineer the template before starting to modify it.

2. There is a data dictionary available that details the table structure. However the table structure of the ACT! database is very complex and the database dictionary document runs to over 200 pages.

[razjcz]

Can I then sort the report you suggested by an opportunity/service variable?

Frank

[razjcz]

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@Roy_Laudenslage wrote:

1. I don't recommend modifying the standard reports because many of then have hidden fields and VB scripting so you would need to reverse engineer the template before starting to modify it.

2. There is a data dictionary available that details the table structure. However the table structure of the ACT! database is very complex and the database dictionary document runs to over 200 pages.

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Can I then sort the report you suggested by an opportunity/service variable?

Frank

[Roy_Laudenslager]

It depends on the report basis. Reports are Contact, Group, Company or Opportunity based.

[razjcz]

I'm confused.  If I create a opporunties lookup, how can I link and include the contact data so I can use it for a mail merge?

Frank

[Roy_Laudenslager]

In the opportunity list view select all the opportunities and then right click and to create lookup.