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by ladybt28
on ‎03-22-2012 05:17 AM

Couldnt agree more Scott.  Would be very useful to me also.  Interesting that we are both in financial services.  In UK we have to do a complicated fact find and also our FSA regulations say "if it is not written down, it didnt happen"!

by eredge
on ‎06-28-2012 12:19 PM

I need the same thing in Reports.  We are a Non-Profit and need to be able to filter out certain items in the History.  I am at my wit's end trying to figure out how to do it.

 

Ernie Edge

Key West Tropical Forest & Botanical Garden

by Nickel Super Contributor scotta
on ‎06-28-2012 04:06 PM
If you have ACT 2011 or newer, consider filtering the history types in the History tab and then use an inexpensive add on called, Export to Excel https://shop.strato.de/epages/15469374.sf/en_US/?ObjectPath=/Shops/15469374/Products/1137 This is what I do as a quick work around. Otherwise, we build our own reports in Stonefield Query or Crystal Good luck. Scott Abboud
by Copper Super Contributor sosoftsol09
on ‎06-28-2012 08:48 PM

You could also consider Topline Dash - www.toplineresults.com  It gives you the ability to report and filter out by type.

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