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Find tomorrow's customer appointments and create email reminders for the attached contacts.
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1. Find all Act activities scheduled for tomorrow that match "customer appointment". 2. For each activity found, identify all attached contacts. 3. For each attached contact who has an email address, create an email reminder. 4. Set the email subject to "Activity Reminder". 5. Confirm the list of recipients and review the email content before sending.
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Reusable Reports of Any Type
The Report Scheduler provides all tools that may be necessary to create professional
reports of virtually any type, including hierarchical master-detail reports from
custom tables, table and multi-column reports, as well as interactive drill-down
and drill-through reports.
Example Reports
Click on link below to view an example PDF report.
Below are 15 examples of the 60+ pre-installed reports.
Opportunity Time Spent
report which total all the activities by the duration.
User Login history by date
with filterable criteria such as date range, user names and other fields.
User Login history by user
with filterable criteria such as date range and other fields.
Opportunity Top 5 By record Manager
a new report which lists the top 5 opportunities for value for each record manager.
Opportunity Stage Changes
a new report which lists each opportunity and the anount of time it is in each stage.
Opportunity with activities, notes and history
a new opportunity bookmarked report listing all activities, notes and histories.
History Pivot report
a new history pivot report on history type, users and day of week.
Help Topic:
Download and install new reports.
Activities By Contact
Labels Avery 4030
Pivot Activities on User Type and Day
Activities Closed By User
Notes By Date Range
Pivot Opportunity on User and Month
Activities With Scripted Rates
History Counts of All Types
Pivot Opportunity Pipeline Status
Contact Relationship Detailed
Group Counts of Attached Contacts
Opportunity Chart By Company
Histories By Contact and Date
Opportunity By Company
Opportunity By Company with Chart
Report Criteria and Filtering
As a powerful extension to the lookup capabilities of the impact , report parameters allow you to create the most complex reports without writing a single line of code.
Help Topic: parameterized_report
Friendly Design Time
The Report Designer is completely integrated into the ACT! Data dictionary. No need to teach itm anything. The Report Designer provides special panels that make the process of data binding, managing a report's structure and data grouping/sorting as easy as possible.
Help Topic: Report Designer
Mail Merge and Rich Text Reports
The Report Designer allows you to create mail merge reports by embedding data field placeholders into a rich text control's content.
Help Topic: Rich Text
Master-Detail Reports and Sub-Reports
With the Report Designer , you can choose between two approaches to creating master-detail reports: by creating a hierarchy of nested Detail Report Bands or by using the XRSubreport control to show separate detail reports within a master report.
Help Topic: Detail Report
Pivot Tables Reports
Our reporting tool provides sophisticated controls to embed pivot tables and charts of numerous types into your reports.
Help Topic: Cross Tabbed (Pivot Table)
Charts and Dashboard Reports
Impact Report Designer can create dashboard style reports from any table inside the database including; activities, opportunities and custom tables.
Help Topic: Charts
Table and Multi-Column Reports
The Report Designer allows you to create tables reports from any ACT! table with ease. Tbales include: Activities, Contacts, Companies, Groups Opportunities, custom tables to name a few. We also support system tables such as sync, Users and products.
Help Topic: Table Report
Product and Mailing Labels
With over 1500 supported Label types, our Report Wizard becomes an indispensable tool to produce labels and badges of various kinds.
Help Topic: Lables
Side-by-Side
You can present data from different reports side-by-side, as well as merge multiple reports into a single document, while preserving their original page settings.
Help Topic: Side-by-Side
Support for Barcodes
The Report Designer supports the most popular barcode types available on the market.
Help Topic: Barcodes
Multiple Exporting Formats
Report Designer supports exporting to PDF, HTML, MHT, RTF, TXT, CSV, XPS, Microsoft Excel (both XLS and XLSX) and image (BMP, EMF, GIF, JPEG, PNG, TIFF and WMF). For each export format, numerous specific export options are available.
Help Topic: Export Reports
Powerful End-User Designer
Impact Report Designer provides an intuitive, easy-to-use, powerful and extremely functional Report Designer for Windows Forms.
Help Topic: End-User Reporting
In-Depth Appearance and Look-and-Feel Customization
With Report Designer, you can create complex styles to precisely control the look-and-feel of a report. You can even apply them conditionally to reflect certain states (for instance, even and odd styles for rows). Moreover, using conditional formatting, you can customize the appearance of any report element based on complex logical conditions such as cleared activities font strrike-thru
Help Topic: Appearance Customization
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