HOME |  | HELP  |  | SPINAMBA
actaddons
Search
Browse AddOns by: View products listed by Category View products for specific Industries Alphabetical listing of Products Products listed alphabetical by Manufacturer   Buy ACT! Add Ons here

PRODUCT | Stonefield Query for ACT!

Sample Reports

BACK TO PRODUCT PAGE

Stonefield Query for ACT! comes with more than 60 pre-defined reports and labels. These reports are automatically added to your list of reports the first time you run Stonefield Query. You can delete any you don't wish to use. To re-add a pre-defined report you've deleted, choose the Import function, move into the Reports subdirectory, and select the desired report.

We've created reports in the following categories:


Sample Activity Reports    Back to top

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.

Monthly Calendar: This report shows scheduled activities in a calendar layout, with one calendar month per page.


Sample Company & Contact Reports    Back to top

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.

Missing Contact Information: This report lists any contacts in the database that are missing address, phone, or fax information.


Sample Group Reports    Back to top

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 Membership Report: This is a simple report showing which contacts are members of each ACT! group.


Sample Notes & History Reports    Back to top

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 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 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 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.


Miscellaneous Reports    Back to top

Email List: This report shows contacts and their email addresses. It also demonstrates using the Advanced Report 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 ".".

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.

Product Listing Basic: A basic list of product information from the product table. Requires ACT! version 7.0.1 or later.

Referral Source vs ID Status: This cross-tab report counts contact records by their referral source and ID/Status.


Sample Sales & Opportunity Reports    Back to top

Detailed Contact Opportunity Report: This is a nicely layed-out opportunity report, including opportunity product information. Requires ACT! 7.0.1 or later.

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.

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.

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.

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.

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.

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


Tutorial Reports    Back to top

These tutorial reports are designed to demonstrate some of the advanced formatting options available within Stonefield Query for ACT!. In order to access the specific formatting in each of these reports you will need to access the report from the Reports Explorer within Stonefield Query for ACT!.

Calculated Field Sample: This report shows how to create a calculated field in the Advanced Report Designer. In this report, the commission field is a calculated field, and is defined as 15% of the total field. In the Advanced Report 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 Report Designer.

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 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 a field in the Selected Fields list on step 2 of the Quick Report Wizard, and select the Style tab.

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 of the Quick Report Wizard 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.

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 dialog 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.

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.

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.

Rotation Sample: This simple report includes rotated text. Rotation for fields is set in the Field Properties dialog in the Advanced Report Designer.

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 set its width to zero in its field properties. This sample report is sorted by last name, but the last name field is not displayed on the report.

Text Trim Sample: This report demonstrates some of the text-trimming options available in the advanced layout designer. These options are relevant when a field contains text that is larger than the field object on the report layout.

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

 

 

 

 

 

 


AddOnStore
CONTACT US  1-800-806-5281
Other AddOn Stores / GoldMine / Outlook
Copyright © 2015 SJR Productions, Inc.
All brands and product names are trademarks or registered trademarks of their respective companies.

 
AddOnStore   AddOnStore