7 Steps to Create Create Custom Reports in ACT!

Though ACT! provides customizable pre-formatted reports, it also allows users to create new custom reports per their requirements.

Here's how you can create your own report:

1. Select Reports >> New Template >> Select a Report Type

2. Select from the basic templates, including Empty Contact Report

The Report Designer screen is separated into several sections. Sections are report and page header/footer and a detail section

3. To add objects to the report, click the Field tool

4. Draw a field where you want to place it, select a type

5. Add fields to the Detail section to show Contact information. Add Header and Footer objects as desired

6. Click Print Review to review your report and adjust spacing, sorting and formatting as needed. Save the report and provide a name

7. To run your custom report, Select Reports >> Other Reports and select your's from the list

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