Understand what your data is telling you with incisive reporting
Reporting4act is quite simply the most powerful, easy to use reporting product on the market for your Act! CRM data. And now it's available in three different tiers to fit every budget.
Reporting4act provides a step-by-step method to create professional business reports from information stored in Act!. Anyone can create detailed reports, high level overview, drill-down, charts/graphs, pivot tables, and more in minutes rather than hours. What’s more, it’s ready to report on custom tables in the Act! Premium Plus, as well as Tables4act, Topline Designer, and Durkin Tables.
Reporting4act actually rewards you for your efforts in putting data into Act!. 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.
Reporting4act knows the Act! database structure, and has been delivering industry leading reporting solutions for years. With three new tiers to fit everyone's budget, Reporting4act has the following special features:
Get started immediately with our sampel reports! Reporting4act comes with 100+ sample reports that can be run or used as a starting point for report design, and used with our Basic viewer program in runtime.
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.
Provides critical feedback on popular vertical addons like Act4wealth, Act4mortgages, and Act4support by delivering insightful and clear reporting on the composition of your book of business, or by analyzing which support technicians are logging the most tickets and time.
Reporting4act can report on custom table data built with Act! Premium Plus, Tables4act, Topline Designer and Durkin Impact (Durkin requires R4A Ultimate). Reporting4act detects the available custom tables in a database, and all the fields therein, and makes them available for reporting - including the nested relationships between custom sub-entities.
Reporting4Act! walks you through the reporting process in 6 easy-to-follow steps so you can be building professional reports in minutes, not days.
Automatically deliver reports via e-mail, file, or printer. Schedule them to run anytime you need them to, and never miss a reporting commitment to your peers, customers, or vendors (requires R4A Ultimate)
Filters allow you to narrow down your results without programming and more in depth than Act!'s advanced queries, such as all record managers with closed opportunities in the last 30 days. Exclusions allow you to report on things not recorded in Act!, such as 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.
Can report on information in QuoteWerks, a quoting system that integrates with Act!
Extended your data analysis with Microsoft Excel PivotTables.
