Simple
Simple
Detailed
Reporting4Act! - Powered by Stonefield Query
Features
What's New in This Version
Installing Reporting4Act!
Running Reporting4Act!
Licensing
Trial Version
Special Features in Windows 7 and Later
Software Maintenance
Pre-Defined Sample Reports
Act! 2010+ Sample Reports
Act! 2005-2013 Sample Reports
Act! 3.0 - 6.0 Sample Reports
QuoteWerks Sample Reports
Swiftpage Sample Reports
Technical Support
Copyright
Tutorial
Lesson 1: Creating a Report
Lesson 2: Running a Report
Using Reporting4Act!
The Reports Explorer
Selecting a Report
Selecting Which Records to Include
Creating a Filter
The Filter Dialog
Adding a Condition
Editing a Condition
Deleting a Condition
Rearranging Conditions
Clearing the Filter
Counting Matching Records
Saving, Retrieving, and Deleting Filters
Ask at Runtime Filter Conditions
Selecting Which Records to Exclude
Choosing a Sort Order
Report Options
Output Options
Previewing a Report
Outputting to a Data Grid
Printing a Report
Creating a Folder
Editing a Folder
Creating a Report
Creating a Quick Report
Step 1: Main Report Information (Quick Report)
Step 2: Data Selection (Quick Report)
Field Properties (Quick Report)
Step 3: Standard Filter Options (Quick Report)
Step 4: Standard Sort Options (Quick Report)
Step 5: Formatting Options (Quick Report)
Step 6: Security Options (Quick Report)
Previewing Quick Reports
Saving or Canceling Quick Reports
Creating a Cross-Tab Report
Step 1: Main Report Information (Cross-Tab Report)
Step 2: Data Selection (Cross-Tab Report)
Step 3: Cross-Tabulation Options (Cross-Tab Report)
Field Properties (Cross-Tab Report)
Step 4: Standard Filter Options (Cross-Tab Report)
Step 5: Formatting Options (Cross-Tab Report)
Step 6: Security Options (Cross-Tab Report)
Previewing Cross-Tab Reports
Saving or Canceling Cross-Tab Reports
Choosing the Cross-Tab Report Engine
Creating a Label Report
Step 1: Main Report Information (Label Report)
Step 2: Data Selection (Label Report)
Field Properties (Label Report)
Step 3: Standard Filter Options (Label Report)
Step 4: Standard Sort Options (Label Report)
Step 5: Formatting Options (Label Report)
Step 6: Security Options (Label Report)
Previewing Label Reports
Saving or Canceling Label Reports
Creating a Chart Report
Step 1: Main Report Information (Chart Report)
Step 2: Data Selection (Chart Report)
Step 3: Chart Layout (Chart Report)
Field Properties (Chart Report)
Step 4: Formatting Options (Chart Report)
Edit Chart Dialog
Series Page
Area Series Page
Bar and Column Series Page
Line Series Page
Pie Series Page
Point Series Page
Chart Page
General Page
Axis Page
Title Page
Legend Page
Panel Page
Paging Page
Walls Page
3D Page
Pattern Color Editor
Border Editor
Gradient Editor
Numeric Format Editor
Pointer Editor
Shadow Editor
Filters Editor
Step 5: Standard Filter Options (Chart Report)
Step 6: Security Options (Chart Report)
Previewing Chart Reports
Saving or Canceling Chart Reports
Creating a Batch Report
Step 1: Main Report Information (Batch Report)
Step 2: Select Reports (Batch Report)
Step 3: Output Options (Batch Report)
Step 4: Security Options (Batch Report)
Saving or Canceling Batch Reports
Creating a Dashboard
Step 1: Main Report Information (Dashboard)
Step 2: Select Dashboard Reports (Dashboard)
Step 3: Security Options (Dashboard)
Saving or Canceling Dashboards
Creating a Gauge Report
Step 1: Main Report Information (Gauge Report)
Step 2: Data Selection (Gauge Report)
Step 3: Gauge Layout (Gauge Report)
Field Properties (Gauge Report)
Step 4: Formatting Options (Gauge Report)
Step 5: Standard Filter Options (Gauge Report)
Step 6: Security Options (Gauge Report)
Previewing Gauge Reports
Saving or Canceling Gauge Reports
Creating Your Own Formulas
Customizing the Report Execution
Editing a Report
Copying a Report
Moving or Copying Reports to Other Folders
Deleting a Report or Folder
Finding Reports
Advanced Report Designer
Menu and Toolbars
Report Properties Dialog
Report Bands
Report Objects
Field Object Properties
Label Object Properties
Picture Object Properties
Rectangle and Line Object Properties
Selecting Multiple Report Objects
Variables
Examples
Resources
Working with Templates
Editing a Template
Creating a Template
Copying a Template
Importing and Exporting Templates
Removing a Template
Adding an External Report
Expression Builder
Menu Functions
File Menu
Edit Menu
Tools Menu
Help Menu
Ribbon Functions
Home Tab
Data Tab
Tools Tab
Help Tab
How To
Activating Reporting4Act!
Backing up Reporting4Act! Data Files
Changing the Location for Reports and Other Files
Changing Your Password
Checking for News
Configuring Reporting4Act!
Setting up Modern Authentication with Office 365
Creating a Desktop Shortcut
Creating a PivotTable Report Using Microsoft Excel
Creating a Relationship Between Tables
Creating and Using Custom Functions
Creating Form Letters Using Microsoft Word
Creating Groups in Act!
Customizing the Reporting4Act! Data Dictionary
Dealing with Errors
Displaying an Image for a Record
Displaying the Most Recent Record
Displaying the SQL Statement for a Report
Displaying Which Users are Logged in
Executing a SQL Statement During a Report Run
Forcing All Users to Exit the Program
Grouping Values Together
Handling Invalid Dates
Importing Act! Advanced Queries
Importing and Exporting Reports
Importing Email Addresses
Locating a Record in Google Maps
Maintaining Users and Groups
Managing Databases
Managing Licenses
Managing Scheduled Tasks
Outputting a Wide Report Without Splitting Columns
Pinning a Report to the Taskbar
Reporting on Other Data Sources
Reporting on Usage Statistics
Running from Other Applications
Scheduling Reports
Selecting the Database
Setting up Reporting4Act!
Synchronizing with Reports Stored on a Server
Understanding Reporting4Act! Folders
Updating Reporting4Act! to the Latest Version
Using a Server Database for Reporting4Act! Data
Frequently Asked Questions
Act! 2013-2021 Configuration
Act! Cleared Activities
Act! Custom Tables
Adding Items to the Act! Menus
Database Issues
Error Messages
Cannot CoCreateInstance(CLSID_IOleDBSecurityImp)
Database does not have Reporting Views Available
Error #1426: Failed to Initialize StonefieldQuery.ACT2005COM
Error #1733: Failed to Initialize StonefieldQuery.ACT2005COM
Failed to Connect Using Act! SDK
Microsoft OLE DB Provider for SQL Server: Conversion failed
Microsoft OLE DB Provider for SQL Server: Operand type clash
Not Enough Memory Resources Are Available
Permission Denied
Provider Cannot Be Found
The Rich Text Control is not Accessible
Ini File Settings
Specifying ACT Location and Version
Disabling Durkin Toolkit Processing
Disabling Reporting4Act!'s SDK connection to Act!
Forcing the Swiftpage History table to appear
Selecting the fields for use with Google Maps
Serializing Retrieval of Activity Information
Setting the Maximum Contact in Current Lookup Time
Specifying the TopLine Designer settings file location
Installation and Setup
Other Problems
Program Features
Recreating Act! Database Views in Actdiag
Reporting
Reporting on the Currently Selected Item in Act!
Understanding Act! Data Providers and Versions
Understanding Act! Formatting for Details and Notes
Understanding Act! Multi-Select Fields
Understanding Reporting4Act!'s Available Tables
Understanding Rich Text Formatting
Appendix
Error Codes
Function Reference
Report Object Members
SFX File Structure