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Report Sorting

Accepted Solution Solved
Tuned Listener
Posts: 31
Country: United States
Accepted Solution

Report Sorting

I understand that ACT! reports default to search by Company and then by contact. I also understand that you can change the default sort to run reports. However, when I change my report to Sort by State and then by Company it isn't working. Any suggestions or ideas on what I am doing wrong?

Accepted Solutions
Solution
Accepted by topic author Pormelanie
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Report Sorting

Then the report likely has a sort built into the template which takes precedence of the lookup sort.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Report Sorting


pormelanie wrote:
I understand that ACT! reports default to search by Company and then by contact.

That's not correct. Some reports templates have a built in sort, others use the presort of the database and that can be different depending on whether you select to run the report for all contacts or the current lookup.

 


I also understand that you can change the default sort to run reports. However, when I change my report to Sort by State and then by Company it isn't working. Any suggestions or ideas on what I am doing wrong?

Without information on what you did to change the sort in the report, I can't say.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 31
Country: United States

Re: Report Sorting

This was on a certain lookup, I went to Edit and Sort. Changed it to sort by State first and then by Company. I then ran a report that I created.

Solution
Accepted by topic author Pormelanie
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Report Sorting

Then the report likely has a sort built into the template which takes precedence of the lookup sort.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 31
Country: United States

Re: Report Sorting

Thanks for your help. I am very new to learining the ins and outs of ACT!.
Copper Super Contributor
Posts: 478
Country: Australia

Re: Report Sorting

Is there a sorting feature in the reports that excludes companies that dont have any Opportunities/Contacts?

 

I used the Company Comprehensive Report, removed all the sub reports except Contacts, modified some other fields and run the report

 

It did not list all the company's

 

Any ideas??

 

Thanks

 

Jason

 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Copper Super Contributor
Posts: 478
Country: Australia

Re: Report Sorting

Never mind I answered my own question

 

For those with similar issue there is a tag in the "Detail" section that allows it not to display if subreports are empty

 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6