Sample Notes & History Reports
Combined Notes and History by Contact: This report retrieves records from both the Notes table and the History table. The report is grouped by Contact Name.
Combined Notes and History by Date & Contact: This report retrieves records from both the Notes table and the History table. The report is grouped by Date, then by Contact.
Combined Notes and History by Date & Contact 2: This report retrieves records from both the Notes table and the History table. The report is grouped by Date, then by Contact. Each date is separted by a line.
Combined Notes and History by Record Manager: This report retrieves records from both the Notes table and the History table. The report is grouped by Record Manager.
History by Contact: This report lists and counts history records for a given date range, broken down by contact name.
History Summary by RM: This crosstab report shows a count of history records broken down by the type of record, and the record manager. This report requires ACT! version 7.0.1 or later.
History Summary by RM and Company: This crosstab report shows a count of history records broken down by the type of record, the record manager, and the company name. This report requires ACT! version 7.0.1 or later.
History Summary by RM and Contact: This crosstab report shows a count of history records broken down by the type of record, the record manager, and the contact name. This report requires ACT! version 7.0.1 or later.
History Time Spent Fancy: A history report showing the duration of history items, organized by contact, with totals for each contact and a grand total for the entire report.
History with Calculated Filter: This simple history report demonstrates the use of an expression to create a dynamic filter condition. This report shows history records from the past 60 days.
History with Calculated Filter 2: This simple history report demonstrates the use of an expression to create a dynamic filter condition. This report shows history records from the current month. History with Layout: This is a history report with an ask-at-runtime filter. The report layout has been modified in the Advanced Report Designer.