07-26-2008 05:49 AM
I am trying to create a report that groups the "Regarding" field within Activities. My goal is to view all grouped Regardings within a time period. I just can't seem to figure how to edit the Activites report to do this...if it is even possible.
The Activities report groups by Contact with a sub report on the contact's activities listed in order by Type-Date-Time-Duration-Priority-Regarding-Scheduled for.
Is there any way to make this report group or sort by the "Regarding" field in Activities? I am not even concerned with the actual contact associated with the activity...only the "Regarding" field. Any help with this would be GREATLY appreciated and save me a tremendous amount of time every week.
Thanks and Have a GREAT day!
08-05-2008 11:19 AM
In ACT! 2008, you can sort by any field using the following steps:
- In Report Designer for the Activities report, in upper left, change the report to ContactActivities
- When the ContactActivities subreport comes up, go to menu and click Edit/Define Sections
- When the Define Sections dialog box comes up, click on Section 1 in the left pane
- You will get a list a fields you can sort by...choose the Regarding field, click OK and save the report
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
08-05-2008 01:05 PM
Thanks for the help! I do no see Section 1 in the left pane. I see:
- Section 3
- Section 3 Header
- Section 3 Footer
If I click on Section 3, there are no fields listed to sort from. I have Act 2007. Could this be the issue? Can this be done using Act 2007?
Thanks again for the help. It is extremely appreciated!
08-05-2008 01:44 PM
08-05-2008 01:45 PM
08-06-2008 06:16 AM
Thanks for th info! That''s ok. Yes I wanted to sort by the regarding field in the Activity report. I currently use ACT to run a staffing agency which I started up. I entered all my clients in the regarding field. So when I book a temp, I schedule them for the activity - regarding the client they are at. I can look at my calander and see everyone I have out and where they are at. I then use the calander for billing my clients. I currently manually go through the calander every 2 weeks and just write the dates on a piece of paper. It would be nice to just open a report and sort by the Regarding field (which would show all my clients who have used temps) in a chronological order so I could easily use that report for billing.
It hasn't been much work, but my company is getting larger and it is taking more time. I would love to see a future enhancement in ACT to incorporate more options for the reports!
Thanks again for all the help!