In this chapter, we will cover:
Filtering based on a contact field lookup
Filtering Contact reports
Filtering based on a contact activity lookup
Filtering Notes and History in reports
Filtering activities in reports
Filtering Groups reports
Filtering Company reports
Filtering Opportunity reports
Preset filters for most used option
The ACT! database is very useful for storing data in an structured manner. As your database grows, you will likely want to extract and filter the data in an organized manner.
Reports provide a way to extract your data in an organized manner. However, a report that simply dumps all your data to a printer, no matter how well it is organized, would be of little use. You would still need to search through the printed copy to find just what you wanted. What you need is a means to focus the report on the data that you're interested in. The process used is called filtering.
The ACT! Reports provide a variety of filtering options...