Act! Reports

You can run reports based on contact records, activities, opportunities, or products. For example, you can run a report showing opportunities lost to a specific competitor, or a report showing your gross margin by product. All the various types of reports that are available can be accessed from the Act! Reports menu. Reports can be printed or e-mailed to contacts, or saved as HTML, PDF, or a text file.

To run a report:

1. Use one of the Lookup commands to search for the contact records you want to include in the report.
2. From the Reports menu, select the report you want to run.

The Define Filters dialog opens.

The options available in the dialog depend on the type of report you're running. Not all the tabs will be available for every report.

3. Under Create report for, select the contact records you want to include.
4. Under Send the report output to, select the type of output for the report. For example, you can create a text file, an HTML file, or a PDF file, or you can send the report directly to the printer. Select Preview if you want to preview the report before printing it.
5. Under Use data managed by, select the users whose data you want to include in the report.
6. To include activities in the report, select the Activity tab:

1. Select the activities and date range for the report.
2. Select the users whose activities you want to include.

7. To include notes in the report, select the Note tab:

a.      Select the Notes checkbox.

b.      Select a date range to use from the drop-down menu. You can also click the Custom button to enter start and end dates.

c.      Select the users whose notes you want to include.

8.      To include history items in the report, select the History tab:

a.      Select the history items to include in the report.

b.      Select the date range to use, or click the Custom button to enter start and end dates.

c.      Select the users whose histories you want to include.

9.      To include opportunities in the report, select the Opportunity tab:

a.      Select the opportunities you want to include.

b.      Select the date range to use, or click the Custom button to enter start and end dates.

c.      Select the users whose opportunities you want to include.

10.  Click OK to run the report.