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Sage ACT! 2011 Dashboard and Report Cookbook by Roy Laudenslager, Karen Fredricks

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Filtering Notes and History in reports

In the previous task, we created a lookup using the contact's activity. While the resulting lookup can be used with any contact report, it's most often used for the Notes History report.

How to do it…

  1. From any screen in the ACT! program, click on Reports in the navigation bar on the left-hand side of the screen.
  2. In the Report List, double-click on the Notes - Histories report.
  3. Click the radio button, next to Current Lookup.
  4. Check Exclude 'My Record'.

    Note

    In most cases, you will want to exclude the My Record because your report will be focused on contact data. In some cases, you may have pertinent data recorded on your My Record, and in that case you would want to include the My Record.

  5. Click the dropdown for Send ...

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