The ACT! program provides two different types of reports: Quick reports and Standard reports.
The standard report requires that a template be prepared in advance. The template may be brand new, an existing template, or a modified version of an existing template. While the standard report’s template design is very flexible, it does require significant effort to design and organize the template. For complex reporting needs or reports that are frequently required, the standard reports are the best.
This article shows how to run the various quick reports available in the ACT! program. You’ll be shown how to set up, control headers and footers and run the various quick reports. The ease of creating a quick report makes them ideal for single use reports. The configuration of a quick report can’t be saved so if a quick report configuration is frequently required, you should consider creating a standard report template instead.
The ACT! Demo database is used for the tasks in this article.
The preferences for all the quick reports can be individually set in the ACT! general preferences. Unless blocked, they can be set at the time you run the quick report. Here we will set the preferences for the contact list quick reports.
Because we are setting global preferences, there isn’t any preparation required other than to have an ACT! database open.
At this point, we are setting the general options for the Quick Print reports. In the Quick Print Preferences dialog Views section, all of the possible Quick Print report possibilities are shown and each can be configured separately. This task used the Contact List Quick Report as an example. The Portrait – Landscape option determines the orientation of the printed report. As a general rule the Print Sizing option should be set to actual size because the fit to page option shrinks the report both horizontally and vertically to fit on one page. Used with the Contact List Quick Report could result in a final report that was not legible. The font selection would most likely be the same as used on the contact list view, but it does provide for changing the desired font. The header and footer options are the same and typically one or the other would be used but not both. The My record option prints the name of the user running the report. The Show Quick Print options when printing allow for adjusting the report options when running the report. Unchecked, the report will go directly to the printer.
The Quick Reports don’t provide any means for setting the page margins. While the Fit to page option should typically be set to Actual size for a list view Quick Report, you will likely want to use the Fit to page option when doing a Quick Print of a detail view.
In this task, we continue working with the Contact List Quick Report. The contact list is able to display all the fields in the contact table. While possible, in most cases this would be impractical. To create a meaningful report you need to decide which fields you want to show in the report. Because you will be printing the contact list, make sure the contact list is showing the fields that you want and that they are arranged in the desired order. In this task we will set up a name and address list.
There isn’t any preparation required for the Contact List Quick Report other than having an ACT! database open.
Because the Quick Reports are basically screen image reports, it’s necessary to make the screen look the way you want the report to look. For the Contact List Quick Report (and most list reports) this requires selecting the fields (columns) that you want in the report and arranging and sizing them so they look the way you want them to look on the printed report. The Customize Columns dialog provides the mechanism for selecting the fields to include and to position them in the desired order. Sizing the columns is a bit harder. The columns divisions can be dragged to widen or narrow a column. The column being sized is the column to the left of the column division.
The Quick Reports don’t provide any means for directly filtering the output. The best means of filtering the contacts included in the Contact List Quick Report is to use a lookup of the contacts to include in the report. You can also apply a simple sort on the contact list by clicking on the column title of the column you want to use for sorting. Each time you click on the column title, you reverse the sort order.
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