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Fast Tip Friday: Sending Sage ACT! Reports to Excel and More #SageACT

by bwhalen_sage on ‎07-20-2012 10:21 AM (7,246 Views)

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When you generate reports in Sage ACT!, you have several default output options including HTML, Rich Text, E-mail, your Printer, and more. Although those options suit most requirements, you may want to expand your options to include Microsoft Excel, TIFF image, or a Microsoft Word document. I’ll show you how in this week’s tip!

 

Adding Output Options to the Sage ACT! Report Generator

 

Implementing additional report options requires a change to your computer’s registry. Prior to making any changes to the registry, you should back up your current registry. To back up the appropriate registry key:

 

1. Open your registry editor by clicking Start > Run, and typing regedit.

 

2. Navigate to:

 

  • HKEY_LOCAL_MACHINE\SOFTWARE\ACT on a 32-bit Operating System, or
  •  HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ACT on a 64-bit Operating System

3. Right click the key, and choose Export.

 

4. Type a name, such as ACTRegBackup, and click Save.

 

To Automatically Add Report Output Options to the Registry:

 

1. Open Knowledgebase Article 14690, and open the attached ReportsFormat_On_AllUsers.reg file to load the new entries.

 

To Manually Add Individual Entries to the Registry:

 

1. Navigate to:

 

  • HKEY_LOCAL_MACHINE\SOFTWARE\ACT on a 32-bit Operating System, or
  •  HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ACT on a 64-bit Operating System

2. Right-click the ACT folder, point to New, and then click Key from the shortcut menu. A New Key appears.

 

2. Rename the New Key to PToys.

 

3. Right-click the PToys folder, point to New, and then click Key from the shortcut menu. A New Key appears.

 

4. Rename the key Reports.

 

5. Right-click the Reports folder, point to New, and then click DWORD Value. A New Value appears in the Name column in the right pane.

 

6. Depending on the type of output you want to add, rename the New Value key according to the following table, repeating the previous step, and adding additional output options:

 

 

7. Right-click each new key you have added, and then click Modify. The Edit DWORD Value dialog box appears.

 

8. Change the Value data to 1, and then click OK. Repeat this step for each new “IsOut…” key you have added.

 

9. Close the registry editor.

 

Sending Reports to Excel (or other formats):

 

1. Open Sage ACT!

 

2. Lookup Contacts/Groups/Companies/Opportunities to include in your Report.

 

3. Select a Report from the Reports menu or view

 

 

4. In the Report Filters box, select MS Excel Spreadsheet from the “Send the report output to:” box. Select any additional filters, and then click OK to generate the report!

Comments
by Silver Elite Contributor
on ‎07-27-2012 01:41 AM

I wonder why this isn't part of the standard ACT! installation? (Apart from the fact that none of the standard ACT reports is formatted for Excel).

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