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Unable to print chronological report list from a look up

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UFO
New Member
Posts: 7
Country: United_Kingdom
Accepted Solution

Unable to print chronological report list from a look up

I hope someone may help with this issue. ..  

 

I have just upgraded from  act v 6 to act pro v19.  I use act primarily to generate lists for field engineers visits. using v 6 was so simple.

If I apply the same procedure in v 19, the printed list is not chronological despite the contact list displaying correctly.

This is what I do:

From my contacts, I create a look up based on a date field ie only show contacts that contain data in the date field

I then sort the date field in my list, this displays my list chronologically 

But when I preview the print list  it is in some crazy random order !

 

Am I missing the obvious ??

 

Any help appreciated

 

 


Accepted Solutions
Solution
Accepted by topic author UFO
‎02-27-2017 06:25 AM
UFO
New Member
Posts: 7
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

Gary W,

Spot On  . .. .  I get it now !

It works a treat

 

Many many thanks most appreciated

View solution in original post


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Platinum Elite Contributor
Posts: 6,538
Country: USA

Re: Unable to print chronological report list from a look up

How are you printing the list?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
UFO
New Member
Posts: 7
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

Thanks for your reply. .... 

An ink printed list is posted on the engineers wall board for reference.

I know I can export to Excel & do it that way, but a hard copy for quick reference is invaluable for several reasons.

I'm just so frustrated, that this process was done quickly with a macro in version 6,  now I'm on  v19 I can't

Administrator
Posts: 3,141
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

Hi UFO,

 

To print a list of contacts, ordered by a date field, you can do the following:

  1. Lookup those contacts containing data in the date field you are interested in
  2. Ensure that the date field is added to your list view as a column (Click View > Customise Columns)
  3. Click the date field column header to sort by date ascending or descending
  4. Click File > Print
  5. Choose a print layout (I used 'Plain A4 Full Page (P) (2 Col)' in my testing)
  6. Click Print

The printed list will be ordered in the same way as the list view is displayed in Act!

Highlighted
UFO
New Member
Posts: 7
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

Hello Gary W,

That's exactly what I do, the look up is perfect, but the print preview is random ?

I am on Act! Pro Version 19.0.147.0, Update 4  (pc based)  see attached

 

list.jpg

Administrator
Posts: 3,141
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

Ahh, it looks like you're printing the list as a Report Printout Type.

 

If you're doing this so that you have visibility of specific fields (in your case the Equipment or Calibration fields for example) in the printout, then a report is one way of doing this. If you only need the Company and Contact Names, then you could use the Address Book Printout Type.

 

Let's assume you need those extra fields, and want the printout as a report. You'll need to edit the report to set the sorting order in the section which produces the contact list. To do this:

  1. Click Edit Template, when you've selected the report you want it in the print window
  2. In the report designer window, click Edit > Define Sections
  3. In the left hand panel of the Define Sections window, select the section which contains the contact detail
  4. Under the Group Behaviour options, select the field you wish to sort by, then select the sorting direction (see screenshot below)
  5. Click OK and save the changes to the report
  6. Run the report and check the output

Setting sort order in the Define Sections windowSetting sort order in the Define Sections window

Let us know how you get on.

Solution
Accepted by topic author UFO
‎02-27-2017 06:25 AM
UFO
New Member
Posts: 7
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

Gary W,

Spot On  . .. .  I get it now !

It works a treat

 

Many many thanks most appreciated

Administrator
Posts: 3,141
Country: United_Kingdom

Re: Unable to print chronological report list from a look up

You're very welcome UFO.
Glad you're back up and running.