ACT! Report Designer Software, ad hoc, Dashboards | Stonefield Query – Reporting Software

Stonefield Query for ACT! is a step-by-step method to create professional business reports from Swiftpage ACT!. Anyone can create high level overview, detailed reports, drill-down/drill-through, charts/graphs, pivot tables, and more.

Stonefield Query for ACT! has been customized for ACT! , reports on native ACT! fields, custom tables, and custom fields.

Compatible with the latest version of ACT! and previous versions.

Quick Report Creation Time

Use Stonefield Query for ACT! to create reports quickly and efficiently. The reporting process is broken down into adding the information for the report, narrowing down the information through filters/exclusions, sorting, and finally defining who has access to the report.

Schedule Reports

Automatically deliver reports via e-mail, file, or printer.

Sample Reports

Comes with 100+ reports that can be run or used as a starting point for report design.

Filters and Exclusions

Filter parameters allow you to narrow down your results without programming and more in depth than ACT!’s advanced queries. A filter example would be All Record Managers with Closed Opportunities in the last 30 days. Exclusions allow you to report on things that are not recorded in ACT!. An example would be all Contacts that have not been Called in the last year or All Contacts that do not have an Opportunity in the last 60 days.

Multiple Database Support

You can run reports on more than one ACT! database (.pad) file.

Quick Reports

Create detailed reports and know what is happening with prospects and clients. Analyze opportunities and learn why they closed or were lost. Scan through the call list and read the details quickly to determine how to prioritize calls and more.

Excel Pivot Table Reporting

With Stonefield Query for ACT! a Cross Tab Report can be sent to an Excel Pivot Table with the click of a button for extended data analysis.

Charts, Graphs and Dashboards

Create bar, graph, line, area, and pie charts as well as series charts and graphs. Dashboards combine multiple charts into one consolidated view of your data. Zoom in and out on the dashboard, update individual reports manually, and output the dashboard to file.

Swiftpage and QuoteWerks Reporting

Built-in reporting on Swiftpage Connect E-marketing. When a campaign is sent out the information is logged into the ACT! History. Now Stonefield Query segments this into individual fields for detailed reporting.

 

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