Reporting4Act! comes with the following pre-defined sample reports for use with Act! versions 2010 (12.0) and later. To add any of these to your list of reports, choose the Import Reports function, move into the Sample Reports\Act! 2010 subdirectory of your Reporting4Act! program directory, and select the desired report.

• Activity Summary by Organizer: This cross-tabulation report shows a count of scheduled activities broken down by the type of activity, and the organizer. The default date range is the next 90 days; this range can be adjusted when the report is run.

• Add Document To Act Example: In version 7.6 of Reporting4Act!, a new AddDocumentToActContact function was added. This function will attach a file to the Documents tab in Act! for a contact. A common use for this function is to output a report to file and immediately add that output to the Documents tab. If you use the Output tab in the Reports Explorer to run this sample report to a file, it will prompt you to add the report output to the Documents tab, for the contact you've selected in the report filter. This attachment behavior is done through the AfterRun script in the report.

• Closed Sales This Month: This chart shows the total dollar amount of opportunities closed in the current month, broken down by the record manager assigned to the opportunity. This chart is used in the "Current Month Status" dashboard.

• Contact Activities: This report lists and counts activities for a given date range, broken down by contact name. It also demonstrates starting a new report page for each contact. The default date range is the next 90 days; this range can be adjusted when the report is run.

• Contact Detail Report: This report shows History, Notes, Opportunity, and Activity information for a selected contact. This report makes use of the "Subreport - History", "Subreport - Notes", "Subreport - Opportunity", and "Subreport - Activity" as its subreports, to generate these listings.

• Contact Relationships: This report shows contact relationships for a particular contact, which have been set up in the relationships tab on the contact view in Act!.

• Contacts Missing ID/Status: This report lists any contacts who do not have an ID/Status value specified. The listed contacts are grouped by Record Manager.

• Contacts with Missing Information: This report lists any contacts in the database who have blank phone, e-mail, or main address information.

• Contacts with No Recent Calls: This report lists contacts who do not have any calls recorded in their history since a selected date. This is an example of an "exclusion" filter; contacts having such history items are excluded from the report, so only contacts without them are displayed.

• Current Month Status Dashboard: This dashboard contains two charts and two gauges, summarizing calls made and opportunities closed in the current month.

• Displaying Rich Text: Act! allows for the use of rich text formatting in details fields; this history report demonstrates displaying this rich text content in report output. The "Details (With Formatting)" field is used on this report, and is set to display as formatted rich text. Any formatting, such as bold or italic text, will be displayed in the report output.
  
  To set a report field to display in this way, choose it in the Selected Fields list on Step 2 of the Quick Report Wizard, and click the Properties button. On the Format tab of the Properties dialog, choose a Display As setting of Formatted Rich Text.
  
  This report is set up to only display the 50 most recent contact history items, where the details field is not empty.

• Drilldown - Contacts: This report shows all contacts with at least one history item after a selected date. The contact field on this report is linked to the "Drilldown Child - Contact History" report, so clicking a contact in the report preview will run the linked report for that contact.
  
  To set up this type of drilldown link, choose a field in the Selected Fields list on Step 2 of the Quick Report Wizard, and click the Properties button. On the Link tab of the Properties dialog, choose a Link Type of Report, and select the report to be run when the link is clicked. See the "Field Properties" documentation topic for more details on these options.

• Drilldown Child - Contact History: This report is meant to be run through links on the "Drilldown - Contacts" report, although it is possible to run this report manually as well.

• Dynamic Font Color: This report demonstrates a dynamic font color for a report field. In this report, the total field is displayed in red when it is greater than $1,000. The settings for a dynamic font color are available on the Style tab of the Field Properties screen.
  
  This report is set to display at most 25 records.

• Dynamic Font Style: This report demonstrates a dynamic font style for a report field. In this report, the total field is displayed in bold when it is greater than $1,000. The settings for a dynamic font style are available on the Style tab of the Field Properties screen.
  
  This report is set to display at most 25 records.

• E-mail Legality Check: This report shows contacts who have an e-mail address entered, but whose e-mail address is missing a "@" or a "." character.

• E-mail Linking: This report shows a simple listing of contacts and their email addresses. It also demonstrates report links; clicking an e-mail address in the report preview window will open a message to that address.
  
  To set up this type of link, choose a field in the Selected Fields list on Step 2 of the Quick Report Wizard, and click the Properties button. On the Link tab of the Properties dialog, choose a Link Type of Email.
  
  This report also uses the "auto-fit to page" option, so the font size is automatically adjusted to fit your data to the width of the page.

• Group Information by Hierarchy: This report is a simple listing of groups in the database, organized by group hierarchy rather than group name.

• Group Information: This report is a simple listing of groups in the database.

• Group Membership: This simple report shows which contacts are members of each Act! group.

• History by Activity Type with Chart: This report shows contact history items, grouped by their activity types, for the specified date range. At the end of the report, a chart shows the total number of history items of each type, for each record manager appearing on the report. History items without any activity type are not included in the report.

• History by Activity Type: This report shows contact history items, grouped by their activity types, for the specified date range. History items without any activity type are not included in the report.

• History by Record Manager and Activity Type: This report shows the total number of contact history items by activity type and record manager.

• History by Record Manager with Activity Type and Details: This report shows contact history items, grouped by their activity types, for the specified date range. History items without any activity type are not included in the report.

• History Calls This Month: This chart shows the total number of calls made in the current month, broken down by the record manager assigned to the call. This chart is used in the "Current Month Status" dashboard.

• History Summary by Type: This report summarizes history items for contacts over a selected date range. For each contact, counts of selected history types are displayed.

• History Summary: This report summarizes history items for contacts over a selected date range. For each contact, a count of each history type is displayed.

• History with Current Month Filter: This history report shows the use of an "is" filter operator to create a dynamic filter condition. This report shows contact history for the current month.

• History with Expression Filter: This history report shows the use of an expression to create a dynamic filter condition. This report shows contact history for the past 60 days.

• Last 20 Histories by Record Manager: This report shows the last 20 history items for each Record Manager.

• Mailing Labels - Company: This report prints mailing labels with the company name on the first line.
  
  This report is set to display at most 100 records.

• Mailing Labels - Contact: This report prints mailing labels with the contact name on the first line. It also demonstrates sorting a report using a field (Last Name) that does not appear in the report output.
  
  This report is set to display at most 100 records.

• Monthly Call Goal: This gauge shows the total number of calls made in the current month. This gauge is used in the "Current Month Status" dashboard.

• Monthly History Item Counts by Record Manager: This chart shows counts of the number of history items recorded each month by each record manager. This demonstrates creating multiple report series based on an Act! field (History Start Date).

• Monthly Sales Goal: This gauge shows the total dollar amount of opportunities closed in the current month. This gauge is used in the "Current Month Status" dashboard.

• My Record Information: This report demonstrates how to include My Record information in reports. The template used with this report includes My Record information in its header.

• Name Badges: This report uses the Label Wizard to create name badges, with some simple formatting applied.
  
  This report is set to display at most 50 records.

• New Contacts Created by Record Manager: This report lists new contacts created during the specified date range. The listed contacts are grouped by Record Manager.

• Next 20 Activities by User: This report shows the next 20 scheduled activities for each user.

• Open Opportunities by Estimated Close Month: This report lists open opportunities, broken down by the month of their estimated closing dates. This demonstrates the reporting feature for displaying a date field as its month (or week, year, etc) rather than its exact date.
  
  To set up this type of date display, choose a date field in the Selected Fields list on Step 2 of the Quick Report Wizard, and click the Properties button. On the Display tab of the Properties dialog, choose the "Display date as" value you would like to use.

• Open Opportunity Summary 2: This cross-tabulation report shows open opportunities summarized by record manager, stage, and estimated close month.

• Open Opportunity Summary: This cross-tabulation report shows open opportunities summarized by record manager and estimated close month.

• Opportunities Missing Referral: This report lists any contact opportunities whose Referred By field is not filled in. The report filters its data to only show opportunities with an Estimated Close Date in the specified range.

• Opportunities Won/Lost by Record Manager and Competitor: This cross-tabulation report shows counts of closed opportunities, categorized by Record Manager, Competitor, and Won/Lost status.

• Opportunities Won/Lost by Record Manager and Reason: This cross-tabulation report shows counts of closed opportunities, categorized by Record Manager, Reason, and Won/Lost status.

• Opportunity % Change by Record Manager: This report shows totals for closed opportunities broken down by record manager and year, and showing the year-to-year percentage changes.

• Opportunity Pipeline Report: This report shows open opportunity records broken down by stage.

• Opportunity Total Change by Record Manager: This report shows totals for closed opportunities broken down by record manager and year, and showing the year-to-year total changes.

• Opportunity Totals by Record Manager: This pie chart shows totals for open opportunities by record manager.

• Phone List: This report gives a simple phone list for contacts. There is an ask-at-runtime filter on the contact record manager.

• Positioning Act! to a Contact Record: This report demonstrates the Reporting4Act! feature to position Act! itself to a record. The report displays a list of all contacts having at least one history record after a selected date; clicking on a contact in the report preview will display that contact's record in Act!.
  
  To set up this type of link, choose a field in the Selected Fields list on Step 2 of the Quick Report Wizard, and click the Properties button. On the Link tab of the Properties dialog, choose a Link Type of Action, and set the action to "Find Record in Act!".
  
  Note that Act! must be running for this action to work.

• Prompting the User for a Value: This report demonstrates prompting the user to enter a value. In this example, the user's value is simply displayed in the report header; a production report would likely use this value in a calculation or similar report function. This display is done in the Header setting on Step 5 of the Quick Report Wizard. This demonstrates the brace syntax for expressions, which can be used in several locations, including report headers and footers.
  
  The prompt is done using the built-in PromptUserForValue function. The code for the prompt is in the BeforeData script event of the report. This script is available through the Advanced button on Step 2 of the Quick Report Wizard.
  
  This report is set to display at most 30 contact records.

• Quoting4Act! Listing: This report shows an example of reporting against quotes created with the Quoting4Act! add-on.
  
  To use this report, it's necessary that the current Act! database has been set up with the Quoting4Act! custom fields. Otherwise, running this report will give a warning about a large number of missing fields.

• Scheduled Items by User: This report shows the activities scheduled for the current month, for each database user. This report can be used with the "Output each group as a separate file" output option to create a separate schedule listing for each user. Since the report includes the user e-mail field, it can also be used with the "Get email address from" option to e-mail each user their own schedule. See the "Output Options" documentation topic for more details on these options.

• Subreport - Activity: This report displays contact activity items for the next 90 days. This report is meant to be run as a subreport on the "Contact Detail Report" report, although it is possible to run this report manually as well.

• Subreport - History: This report displays contact history items from the past 90 days. This report is meant to be run as a subreport on the "Contact Detail Report" report, although it is possible to run this report manually as well.

• Subreport - Notes: This report displays contact notes from the past 90 days. This report is meant to be run as a subreport on the "Contact Detail Report" report, although it is possible to run this report manually as well.

• Subreport - Opportunity: This report displays contact opportunities. This report is meant to be run as a subreport on the "Contact Detail Report" report, although it is possible to run this report manually as well.

• Title Page Example: This report demonstrates the use of a title page. To add a title page to a quick report, edit the report's advanced layout. Choose the Optional Bands item from the Report menu, and turn on the "Report has title band" and "New page after title has printed" check boxes.
  
  This report is set to display at most 50 history records.

• Top Contacts by History Duration: This report shows the total duration of Call Completed and Meeting Held history items for contacts, since a given date. The report is sorted in descending order by this total duration, and only the top 20 contacts are shown.

• Upcoming Open Opportunities by Record Manager with E-mail: This report shows open opportunities with estimated close dates in the next 90 days. The opportunities are grouped by record manager, and the record manager e-mail field is included in the report, but not displayed in its layout. This allows the report to be run using the option to output each group to a separate email message.