Issue 17 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

So you've amassed a huge collection of information about your customers. So what? What good is it if you can't produce customized or specific reports on this data?

ACT!'s report writer gives you the ability to create just about any sort of basic report that lists information on your contacts. You can pull information from ACT!'s fields, your custom fields, notes, histories, opportunities, activities, and more.

This issue of our tips & tricks newsletter focuses on running reports we think you'll find useful. 

Click these links to learn more detailed information about the the tips outlined in this issue:

As always, if you have any questions about ACT!, please do not hesitate to get in touch with me at 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

  

Brought to you by:

Innovative Solutions
ACT! Certified Consultants
4423 Lehigh Road
Suite 404
College Park, MD 20740
800-322-1049
www.is-crm.com
 

  

L A T E S T   N E W S

This section removed for the newsletter archive.
 

We recommend that you purchase:

Managing Contacts
with ACT! 2006
$24.99   $22.49

Click here to order.
 
 
Running a Standard Report
Relevant for ACT! 2005 & ACT! 2006 Users

ACT! ships with about two dozen pre-designed reports that will probably meet most of your reporting needs. If you're new to ACT! reports, you should probably run a Contact Report to see the sort of information that can be included in an ACT! report. The contact report includes basic field, activity, and notes/history information for a contact. It's a good report to run if you want to print basic information for your contact and take it offsite.

To run a standard report:

  1. Click the Reports menu.
  2. Select a standard report to run. (If you need examples, try running a Contact, Notes/History, or Activities/Time Spent report.)
  3. In the General tab, select a report output method from the drop-down menu.
  4. In the Create report for area, select a range of contacts to include in the report. Your options are: Current Contact, Current Lookup, or All Contacts.
  5. In the Use data managed by area, select the users whose data should be included in the report.
  6. Click OK. The report will appear or print, depending on the output method you selected.
 
Filtering an Activity Report
Relevant for ACT! 2005 & ACT! 2006 Users

To include or exclude specific information in your reports, you'll want to take advantage of the Filter tab in the Run Report dialog box. This is especially important when you're printing reports that contain activities, notes, histories, attachments, or opportunities. Filtering an activity report will give you the ability to produce a report that contains just specific types of activities. You can filter to show activities in a given date range. Or you could show just activities that have been scheduled with specific users in the database. You can also include/exclude specific activity types and priorities.

To filter an activity report:

  1. Click Report | Activities. The Define Filters dialog box will appear.
  2. In the General Tab, select an output method from the drop-down.
  3. Also in the General tab, select a range of contacts whose data should be included in the report.
  4. Click the Activity tab to show the activity filter options.
  5. In the Activities area, select whether or not to display calls, meetings, to-dos, cleared, or custom activities.
  6. In the Date range drop-down, select a range of activities to include in the report.
  7. In the Use data managed by area, select the users whose activities should be included in the report.
  8. Click OK to run the report.
 
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© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.