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Report Help - Show All Groups per Individual Contact

New Member
Posts: 1
Country: USA

Report Help - Show All Groups per Individual Contact

Hi All,

 

Pretty new to Act! and the Act! Report Designer and am currently stumped.

 

I need to create a report that lists all the groups a particular contact is a member of.  In other words I want to be able to run a report for Mr. X and see his name, address, phone and then list all the groups he is a member of.

 

Can someone point me in the right direction?

 

Thanks in advance!!

tdani

Moderator
Posts: 4,395
Country: USA

Re: Report Help - Show All Groups per Individual Contact

tdani,

 

Try the following knowledgebase article.

 

How to Manage Reports in ACT!

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Report Help - Show All Groups per Individual Contact

That report can't be done at present with the ACT! report editor because of built in limitations of the data sourcing for reports. That report should be possible with Crystal Reports sourcing through the ACT! OLEDB provider. I've not tried that report yet in Crystal reports so I don't know if it would show groups that the contact was a dynamic member of.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 3
Country: United States

Re: Report Help - Show All Groups per Individual Contact

I am having this same issue, the older versions of act could do a contact directory with the group memberships that particular contact was assigned to.  Since this was posted in July 2008, is this an option and what is Crystal?

 

 

New Member
Posts: 3
Country: United States

Re: Report Help - Show All Groups per Individual Contact

I am having the same problem - did you ever get a solution?

 

Thanks

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Report Help - Show All Groups per Individual Contact

It isn't possible yet because there haven't been any significant changes to the data sourcing for the reports. Crystal Reports is a third party report generator program.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129