Reporting4Act! has the following features:

  • Powerful query and reporting tool designed with the end-user in mind. Design reports in minutes, not hours or days.

  • Simple wizard-based interface. After selecting a report from the list of available reports, you can select the sort order, enter filter conditions, and specify where the output goes (printer, spreadsheet, PDF file, screen preview, etc.).

  • Descriptive names for all fields and tables rather than cryptic names and symbols. Descriptive operators such as "equals" and "greater than" instead of "=" and ">."

  • Handles complex joins between tables automatically.

  • When you create a report, you can specify whether other users can change the filter conditions or the way it's sorted. You can even define reports that are only accessible to specific users.

  • Create great-looking charts and gauges, either by themselves or included in other reports.

  • Display dynamic dashboards of important information you need to run your business.

  • The Formula Editor allows you to define your own custom calculations to use in any report.

  • Templates give your reports a common appearance, such as following corporate style guidelines.

  • Easily create labels, including mailing labels, product labels, or barcode labels, without worrying about field positioning or label dimensions. All the common Avery label sizes are built-in.

  • Drill down from a report to see details.

  • Click the Values button to get a list of all possible values for any field.

  • Control font, color, alignment, heading, and column width for each field. Group on any field with a mouse click.

  • Automatically adjusts column widths to match the data in the column.

  • The Advanced Report Designer allows you to lay out the report exactly as you want, including company logos, lines, boxes, etc.

  • Output to Microsoft Excel, PDF, HTML, Microsoft Word, comma-delimited, or other types of files. You can also email reports.

  • Knows your data. You don't have to know how your data is stored or how tables are joined (you don't even have to know what a "join" is).

  • Schedule reports to run at any time you need.

  • Import reports so you can use report layouts designed by other users or consultants.

  • Export reports so you can share report layouts with other users.

  • Display "real" table and field names so it's easier to locate the table or field you want if you're familiar with these names.

  • Add new data sources, such as Microsoft Excel or Access, and connect them to your existing database with a few mouse clicks.

In addition to these features, Reporting4Act! has the following special features:

  • Works with Act! versions 3.0 through v23.

  • Can report on data stored in Act! by Swiftpage, an email marketing solution that integrates with Act!.

  • Can report on information in QuoteWerks, a quoting system that integrates with Act!.

  • Automatically detects custom fields, custom tables, and custom sub-entities, and allows reporting on these items just like the stock Act! tables and fields.

  • Can report on relationships between custom tables defined in Act!'s Custom Tables function.

  • Can report on customizations created with the Durkin Toolkit or with TopLine Designer, such as relationships between custom subentities.

  • In Act! 2010 and later databases, Reporting4Act! allows for the use of the new and improved Act! 2010 Data Provider, as well as the legacy Act! 2005-2009 provider, when it is available.

  • In the legacy Act! 2005-2009 provider, Reporting4Act! displays custom fields in their logical location (Contact, Group, etc) rather than in their physical location in the Act! database. When many custom fields are added to an Act! database, one or more "spill-over" tables are created to store these custom fields. Using another reporting tool to access these custom fields requires knowing how to set up a join between the spill-over tables and their parent tables. However, Reporting4Act! makes it easy: the custom fields appear in the same list of fields as the other fields do, and Reporting4Act! takes care of all the work behind the scenes.

  • In the legacy Act! 2005-2009 provider, Reporting4Act! automatically provides "local time" versions of date and time fields. Act! stores dates in Greenwich Mean Time format, but displays them to the user in the user's local time. Reporting4Act! presents two options for each of these fields: a "GMT" version which uses the value stored in the database, and a "local time" version, which converts the GMT value to the local time based on the user's Windows settings.

  • Only displays those tables and fields actually available in the version of Act! you use.


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