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Yet another question for reports in ACT! 2008

Astute Commentator
Posts: 22
Country: USA

Yet another question for reports in ACT! 2008

I'm running client meeting reports by date.  I lookup "client" in id/status and run the report.  The report lists all id/statuses and only runs the report until 10/5/12.  I would like it to only run only clients with the most current meetings - the last one was 10/12/12.  HELP!

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Yet another question for reports in ACT! 2008

More information please. What specific report are you using? Is it a customized report?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Astute Commentator
Posts: 22
Country: USA

Re: Yet another question for reports in ACT! 2008

Thanks, Roy!  I guess I'm not actually running a report?  I go to "Lookup", "ID/Status" and type in client.  I used to just customize the info I'd like to see and upload it into Excel.  As I wrote previously, it's listing all the id/status (prospects, business contacts, etc.) and only using printing meetings up to 10/5, which isn't up to date.  I don't get it...