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Sorting activites by date

Tuned Listener
Posts: 7
Country: United States

Sorting activites by date

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
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sorting activites by date

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

 

Then print or export to Excel

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Sorting activites by date

That can't be done with the ACT! reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 7
Country: United States

Re: Sorting activites by date

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?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sorting activites by date

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

Tuned Listener
Posts: 7
Country: United States

Re: Sorting activites by date

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,

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Sorting activites by date

You might want to take a look at the History Summary Classic report. You can specify a date range and get counts of activities.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 7
Country: United States

Re: Sorting activites by date

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

Thanks

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sorting activites by date

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.

Bronze Elite Contributor
Posts: 2,544
Country: New_Zealand

Re: Sorting activites by date

[ Edited ]

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

Graeme Leo
Xact Software - consultants and developers
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