Did you know that Act! can push any list to excel? That's right, the contact list, Opportunity list, Group List, Company List, Task List, and beginning in version 17.1, the History list can all be exported to excel. Once the data is in excel, you can use the data menu in excel to manipulate and filter your data for easy digestion.
Referral Report from the History List View
Fields Used
- Record Manager
- Date
- Contact
- Company
- Result
Export this data to Excel
| From this list, in Excel go to Insert, Pivot Table, Select New Worksheet |  |
| You can configure the pivot table to view just the data you want |  |
| Select the History types you want on your report |  |
| Here is your finished Report |  |
