Act! 2005-2013 Sample Reports

Reporting4Act! comes with over 70 pre-defined sample reports for use with Act! versions 2005-2013. To add any of these to your list of reports, choose the Import Reports function, move into the Sample Reports\Act! 200X subdirectory of your Reporting4Act! program directory, and select the desired report.

Activities by Contact: This report lists and counts activities for a given date range, broken down by contact name. This also demonstrates how to have a report start a new page for each contact.
Activity Summary by Scheduled With: This crosstab report shows a count of activity records broken down by the type of record, and the scheduled with field.
Calculated Field Sample: This report shows how to create a calculated field in the advanced layout designer. In this report, the commission field is a calculated field, and is defined as 15% of the total field. In the advanced layout designer, double-click the commission field to see how this calculation is created.
Calculated Filter Sample: This report shows how to create a calculated filter condition. The filter on this report shows history records from the past 90 days. To create such a dynamic filter, edit a filter condition, click the More button and select Expression for the Compare To setting.
Calculated Grouping Sample: This sample report shows how to group a report based on a calculation. In this case, the report is grouped by the first letter of the contacts' last names. This kind of calculated grouping is created using the Data Grouping option on the Report menu in the Advanced Layout Designer.
Column Chart - Monthly History Items by Record Manager: This simple column chart shows a count of the number of history items recorded each month for a particular record manager. The report also has a date range filter for specifying the months to be displayed in the chart.
Company Mailing Labels: Prints mailing labels with Company on the first line.
Contact Mailing Labels: This report is an example of using the Label Wizard to create a mailing label report.
Contact Name Badges: This report uses the Label Wizard to create name badges. Some simple formatting is included, such as making the contact name bold, and centering the information on the badge.
Contact Report with Multiple Details: This report gives information for a selected contact from multiple detail tables, including Activity, History, and Note information.
Contacts Not Called Recently: This report lists contacts who do not have any calls recorded in history since a given date. This is an example of an exclusion filter; the report looks for "call" history items in the date range, and excludes any contacts with any such history records.
Contacts Not Contacted Recently: This report lists contacts who do not have any items recorded in history since a given date. This is an example of an exclusion filter; the report looks for history items in the date range, and excludes contacts with any such history records.
Detailed Contact Opportunity Report: This is a nicely laid-out opportunity report, including opportunity product information. Requires Act 7.0.1 or later.
Drilldown 1 - Child - History: This history report can be run through links on the Drilldown 1 - Parent - Contacts report. Clicking on a contact in that report will run this report, and will use the contact clicked as the filter for this report. The result is that this report will show the history items for that particular contact.
Drilldown 1 - Parent - Contacts: The contact field on this report is linked to the Drilldown 1 - Child - History report. This allows you to click on any contact to view a report of that contact's history items.

The settings which create this drilldown ability are available on Step 2 of the Quick Report Wizard, in the properties of the Contact field. The link tab of the Properties screen shows the report that should be fired when a contact is clicked, as well as the filtering that should be used for the child report.
Drilldown 2 - Child - Group Contacts: This report can be run through links on the Drilldown 2 - Parent - Group Listing report. Clicking on a group in that report will run this report, and will use the group clicked as the filter for this report. The result is that this report will show the member contacts for that particular group.
Drilldown 2 - Parent - Group Listing: The group field on this report is linked to the Drilldown 2 - Child - Group Contacts report. This allows you to click on any group to view a list of that group's member contacts.
Dynamic Font Color Sample: This report shows a dynamic font color for a field. In this report, the Opportunity Total field is displayed in red when it is greater than $500. To create a dynamic font color, double-click on a field in the selected fields list on step 2 of the quick report wizard, and select the Style tab.
Dynamic Font Style Sample: This report shows a dynamic font style for a field. In this report, the Opportunity Total field is displayed in bold & italic when it is greater than $100. To create a dynamic font color, double-click on a field in the selected fields list on step 2 of the quick report wizard, and select the Style tab.
Email List: This report shows contacts and their email addresses. It also demonstrates using the advanced layout designer to add My Record information to a report.
Email Validity Check: This report shows any contacts who have an email address entered, but whose email address is missing a "@" or a ".".
Exclusion Filter Sample: This report shows a simple example of an "exclude" filter. Exclude filters are used to locate the absence of records with a certain property. In this case, the report is set to exclude history items after a given date. This means that the report will display any contacts who do not have any history records after that date. Such a report is very useful for locating contacts who have not been contacted recently.
Gross Margin By Contact: This report shows opportunity information summarized by contact.
Gross Margin By Product: This report shows opportunity information summarized by product.
Gross Margin By Record Manager: This report shows opportunity information summarized by the opportunity record manager.
Group List Filtering: This report shows how to use the Group List field to report on contacts with a certain set of group memberships. For example, this type of filter allows creating a report with all contacts who belong to both the "Customers" and "Top 100" groups, but do not belong to the "Do Not Call" group.
Group Listing: A simple listing of groups in the database.
Group Listing by Hierarchy: A simple listing of groups in the database, including their full group hierarchy. This allows the report to be organized according to the group hierarchy, rather than simply by the groups' names.
Group Listing by Hierarchy Fancy: A simple listing of groups in the database, organized by their full group hierarchy. The group names are displayed in an indented format, graphically showing the subgroup hierarchy structure.
Group Membership Report: This is a simple report showing which contacts are members of each ACT! group.
Groups and Totals Sample: This report has a grouping on the Product field and totals on the Amount and Units field. To add a grouping on a field, double-click it in the selected fields list on step 2 and select the Grouping tab. To add a total on a numeric field, double-click it in the selected fields list on step 2 and select the Format tab.
History Summary by Company: This cross-tab report tabulates history records by the type of history item and by company name.
History Summary by Contact: This cross-tab report tabulates history records by the type of history item and 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 Basic: A simple history report showing the duration of history items, organized by contact.
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 by Contact: This report lists and counts history records for a given date range, broken down by contact name. This demonstrates how to have a report start a new page for each contact.
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 designer.
Linking Email and Web Addresses: This report contains links on the E-mail and Web Site fields. These links allow you to click on an e-mail address to open a new mail message, or on a web site to open your internet browser to that site. The settings for these links are available on the Link tab of the field properties on Step 2 of the Quick Report Wizard.
Lost Opportunities by Reason: This report shows opportunities broken down by reason. The default filter is set to show only opportunities that are closed and lost.
Missing Contact Information: This report lists any contacts in the database that are missing address, phone, or e-mail information.
Monthly Calendar: This report shows scheduled activities in a calendar layout, with one calendar month per page.
Multiple Data Sample: In a crosstab report, it is possible to select more than one Data field. This sample opportunity report has three data fields: a sum of the Total field, a sum of the Weighted Total field, and a record count.
Multiple Grouping Sample: This report demonstrates using more than one grouping on a report. Once you have added more than one group to a report, you can select the order of the groupings on the Grouping tab of the field properties screen of any of the grouped fields. This sample report is grouped by Record Manager and State.
Multiple Row Sample: In a crosstab report, it is possible to select more than one Row field. This sample opportunity report has the Record Manager and Stage fields as Row fields.
Opportunities Detailed by Actual Close Month: This report displays opportunities with product information. The opportunities are grouped by actual close month; only those opportunities with an actual close date are included on the report. This report requires Act version 7.0.1 or later.
Opportunities Detailed by Est. Close Month: This report displays opportunities with product information. The opportunities are grouped by estimated close month. This report requires Act version 7.0.1 or later.
Opportunities Detailed by Probability: This report displays opportunities with product information. The opportunities are grouped by the probability of the opportunity. This report requires Act version 7.0.1 or later.
Opportunities Detailed by Record Manager: This report displays opportunities with product information. The opportunities are grouped by the record manager of the opportunity. This report requires Act version 7.0.1 or later.
Opportunities Detailed by Stage: This report displays opportunities with product information. The opportunities are grouped by the stage of the opportunity. This report requires Act version 7.0.1 or later.
Opportunities by Actual Close Month: This report lists opportunities broken down by the month of their actual closing dates. The report includes monthly totals.
Opportunities by Estimated Close Month: This report lists opportunities broken down by the month of their estimated closing dates. The report includes monthly totals and weighted totals.
Opportunities by Probability: A listing of opportunity records, broken down by probability. This report includes columns of total amounts and weighted total amounts.
Opportunities by Record Manager: This report lists opportunities broken down by record manager. The report includes monthly totals and weighted totals.
Opportunities by Stage: This report lists opportunities broken down by record manager. The report includes monthly totals and weighted totals.
Opportunity Product Crosstab: This crosstab report shows product totals for all opportunities, broken down by estimated close month. This report requires Act version 7.0.1 or later.
Opportunity Product Report: This report lists opportunity product information. The report is grouped by product name. Requires Act 7.0.1 or later.
Percentages Sample: This report shows how to create a percentage column for a field. In this example, the percentage is calculated based on the Opportunity Total field.
Phone Listing: This report lists contacts alphabetically by their last name, and includes all phone information.
Phone Listing Ledger Style: This report lists contacts and phone information in a ledger-style layout.
Pie Chart - Opportunity Totals by Record Manager: This pie chart displays the total opportunity amounts for each record manager, for a specified date range. The date range is based on the estimated close date field.
Placing Fields in Group Header: This report demonstrates placing fields into a group header. This report is a simple product report, showing opportunity information grouped by Product ID. The report also includes the Product Name field, which has been marked as belonging in the Product ID group header.

To place a field in a specific group header, select the field in Step 2 and click the Properties button. On the Grouping tab of the Properties screen, there is an option to include the field in a particular group header, rather than in the main detail section of the report.
Positioning ACT to a Contact Record: This report shows Stonefield Query's ability to position ACT! itself to a record in a report. This simple report displays a list of contacts who have at least one history item after a given date. The contact field is set with a link action so that clicking a contact in the report will display that contact in ACT!.

This link action is new in Stonefield Query for ACT! version 3.2. Note that ACT! must be running for the link action to function.
Product Listing Basic: A basic list of product information from the product table. Requires Act version 7.0.1 or later.
Prompt User Sample: This report shows how to prompt the user for a value to be used in the report. This is done using the BeforeData event, which is available through the Advanced button on step 2 of the Quick Report Wizard. In this sample, the code in the BeforeData event creates a variable called gMyValue, and then uses the PromptUserForValue function to ask the user to enter a value. This value is then available for use in the report layout; the layout in this sample report simply displays it in the page header.
Record Manager Report with Multiple Details: This report gives information for a selected record manager from multiple detail tables, including Activity, History, and Note information.
Referral Source vs ID Status: This cross-tab report counts contact records by their referral source and ID/Status.
Sorting Sample: This report shows how to sort a report by a field that is not displayed in the report output. To do this, add your sorting field on step 2 of the Quick Report Wizard, and turn off the "Display this field in the report" checkbox in its field properties. This sample report is sorted by last name, but the last name field is not displayed on the report.
Summary Sample: This sample shows a simple example of a summary report. The report is grouped on the History Record Manager field, and has a sum on the History Duration field. The summary checkbox is turned on, which means that the report will not show individual detail records, but instead will only show the group and total information.
Top 20 Contacts by History Duration: This report shows the total duration of Call Completed and Meeting Held history items for contacts. The report is sorted in descending order by this total duration, and only the top 20 contacts are displayed.
Top N Sample: This report shows how to restrict the number of records appearing on a report. To set this option on a report, click the Advanced button on step 2 of the Quick Report Wizard. This sample report restricts the output to the top 20% of the records in the database.

Note that in order to use the Top N function, a report must have a sort order set.
Top Total Sales by Product: This report demonstrates sorting a summary report by total information. This report is grouped by product name, and displays the total dollar amount for each product. The summary option is turned on, so the report shows only these totals, and not the individual sales. The report is then sorted in descending order on this total, so the products with the largest total sales are displayed first.