Sorting activites by date

[mlong5146]

I am trying to create or modify a report that would just list all activities for a user during a month, sorted by date of activity.  The existing report sorts by contact then shows a subreport showing activities.  I want a report just showing activities by date

[GLComputing]

View the task List ... filter the activities you want, select the columns.

Then print or export to Excel

[Roy_Laudenslager]

That can't be done with the ACT! reports.

[mlong5146]

That's too bad -  I want to have a report for each salesperson showing last week's activities, sorted by date.  The best I can do with the standard report is to sort by company.  I tried the other suggestion of looking at tasks, selecting columns and exporting to excel - but it only shows current tasks - not last week's history of tasks.

Is there any way to do this?  Using Crystal Reports maybe?

[GLComputing]

You can turn on display of cleared activities in the Task List under Options.

If that's not enough, then yes you can use Crystal

[mlong5146]

Looking better, thanks!  But the "Details" column just shows an icon - no text of the details.  How do I get the full text of the details?

Thanks,

[Roy_Laudenslager]

You might want to take a look at the History Summary Classic report. You can specify a date range and get counts of activities.

[mlong5146]

Good idea.  Looks like something we could use, but wanted more detail than just a summary count.

Thanks

[GLComputing]

No, the details won't show from the Task List

It would be possible using Crystal (or even Excel) to generate this report from the OLEDB or ODBC connection.

[gleo]

I recommend you use the Crystal Clear Essentials Reports which has an Activities Report sorted by date over a selectable range. You can get a trial copy from here ADS Programming Services

Message Edited by gleo on 02-20-2010 04:58 AM