PRODUCT | Report Designer

Report Designer: Create custom ACT! reports in minutes not hours.

Report Designer is built for ACT! and ACT! only. It provides all tools 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. Simple wizards guide you through creating fully editable SQL statements – your reports can look any way you want them to and include any and all data contained in ACT!.

Report Designer uses ACT's internal SQL data dictionary so you are up and running immediately.

• Create custom reports inside ACT!
• Tables, charts, labels, group and total bands.
• Run reports to email and PDFs.
• End-User runtime module available.

You can report on any table with ease, including: Activities, Contacts, Companies, Groups, Opportunities, History & Notes and custom tables to name a few. Report Designer also supports system tables such as sync, Users and products.

Export your custom reports in any format including PDF, HTML, MHT, RTF, TXT, CSV, XPS, Microsoft Excel (both XLS and XLSX) and image (BMP, EMF, GIF, JPEG, PNG, TIFF and WMF) Reports adhere to ACT!’s security model, allowing reports to be run if a user has the correct privileges.

Report Designer comes with over 50+ pre-installed reports, here are just a few examples:

• 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.
• Oportunity 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.

Other 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 Suite, report parameters allow you to create the most complex reports without writing a single line of code.

Friendly Design Time

The Report Designer is completely integrated into the ACT! Data dictionary. No need to teach it 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.

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.

Master-Detail Reports and Sub-Reports

With 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.

Pivot Tables Reports

Report Designer provides sophisticated controls to embed pivot tables and charts of numerous types into your reports.

Charts and Dashboard Reports

Report Designer can create dashboard style reports from any table inside the database including; activities, opportunities and custom tables.

Table and Multi-Column Reports

Report Designer allows you to create tables reports from any ACT! table with ease. Tables include: Activities, Contacts, Companies, Groups Opportunities, custom tables to name a few. We also support system tables such as sync, Users and products.

Product and Mailing Labels

With over 1500 supported Label types, the Report Wizard becomes an indispensable tool to produce labels and badges of various kinds.

Side-by-Side Reports

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.

Support for Barcodes

Report Designer supports the most popular barcode types available on the market.

Powerful End-User Designer

Report Designer provides an intuitive, easy-to-use, powerful and extremely functional Report Designer for Windows Forms.

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 strike-thru.

Report Designer is a fabulous companion tool to IMPACT Business Suite, which includes Report Runner which adheres to ACT!’s security model, allowing reports to be run if a user has the correct privileges.

Try the free trial of Report Designer today.

Other products by Durkin Computing, LLC:

Data Exporter for Act!

Exporter for Act! / The data export utility will export all data from a specific table or from ANY table in the ACT SQL database. FREE TRIAL

Impact Business Suite

Impact Business Suite is for any user who needs more power and functionality in the task list view. Features include: editing, colorization, calculations, organization, grouping, exporting, column formating and design in the task list view. Reschedule or reassign multiple activities, card view or table view, tag mode support, sort by multiple columns and more. FREE TRIAL

Impact Calendar View Plus

Impact Calendar View Plus / A must have contact management tool that delivers robust features and functionality you can't enjoy with the Act! by Sage native view. FREE TRIAL

Impact Company List Plus

Impact Company List Plus / A must have company management tool that delivers robust features and functionality you can't enjoy with the Act! by Sage native view. FREE TRIAL

Impact Contact List Plus

Impact Contact List Plus is a powerful Act! Addon that facilitates access to most features saving time with contact management. FREE TRIAL

Impact Group List Plus

Impact Group List Plus / Powerful Act! Addon that facilitates access to most features saving time with group management. FREE TRIAL

Impact History List Plus

Impact History List Plus / Powerful Act! Addon that facilitates customing History tables inside your Act! database. FREE TRIAL

Impact Notes List Plus

Impact History List Plus / Powerful Act! Addon that facilitates customing Notes tables inside your Act! database. FREE TRIAL

Impact Opportunity List Plus

Impact Opportunity List Plus / Power up the native Act! Opportunity List to experience a more detailed list manager with powerful management tools. FREE TRIAL

Impact Report Runner

Impact Report Runner / Easy way to layout a simple report or create a complex parent child reports. FREE TRIAL

Impact Table List Plus

Impact Table List Plus / Powerful Act! Addon that facilitates creating new tables inside your Act! database. FREE TRIAL

Impact Task List Plus

Impact Task List Plus / High productivity addon that extends and enhances the Act! by Sage native task list with robust features and functionality. FREE TRIAL

Report Designer

Report Designer is built for Act! and Act! only. It provides all tools 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. FREE TRIAL

Smart Notes for Act!

The most amazing data mining tool for Act! Create manual sticky notes and attach to contacts, companies, opportunities, and activities. Reminds you of important information about contacts and allows you to share with others. Also, create rules that can display notes when data in your customer record matches user defined rules. Low cost. FREE TRIAL

Tab Indicators for Act!

Tab Indicators for Act! notifies you when conditions you set, occur in your Act! database. Never miss important information again! FREE TRIAL

SALE $299 -- 1 User
(reg. $389)

Check out the new Impact Business Suite

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• Free 30 Day TRIAL

Brings ACT! up to a functional level that makes using these views fun. Presents GREAT VISUALS to your ACT! experience while adding additional functionality.” -- Kathleen Fernan, ACT! Certified Consultant and Trainer

System Requirements:

• Same as ACT!

Compatible with:

ACT! 12 / 2010 and Newer

Technical Support
provided by Durkin Computing

CONTACT US  1-800-806-5281
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