01-18-2012 07:22 AM
Does anyone know if it is possible to run a date driven report based on a custom date field? I would like to run a report to see how many leads came in for the month, Quarter, Year. We are currently tracking leads that come in as contacts with a custom fields (inquiry date) this is the field I would like to run date driven reports from.
01-18-2012 08:00 AM
A quick way to do this is to do a Lookup on Inquiry Date and use the "Wthin Last (days)" or "Month Equals [number]", Year Equals [number] to create the appropriate Lookup.
This will create a list of contacts in the Contact List View that meet the data criteria. Then Tools -> Customise -> Colums to show the information you want in your report (Contact, Company, Inquiry Date etc.)
Finally, either right mouse click and "Print Contact List" or Tools -> Export to Excel for further formatting and printing.
01-18-2012 09:19 AM
After creating the lookup as Trevor suggested you would be able to run any contact based report for the current lookup.
01-18-2012 03:23 PM
I'm using Stonefield Query to run a report that uses ACT! Contact fields, and Custom Table fields, one of the filters is a date range of First day of Previous Month to Last day of Previous Month. It's automated and runs twice, once to email a .PDF to the appropriate people and the second time to create a .csv file to a pre-determined folder on the server. This allows the bean counter to play with those figures with MS Excel in his magical ways.