$199.95*
per activation (*for Pro tier)
Trial Period
Download Link
Licensing Type
Prerequisites
Act! Platform
Compatibility
Documentation
Do you have any questions on Reporting4Act?
know your data with
Reporting4Act
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.
We know Act!
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:
Sample Reports
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.
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.
Report on your favourite Act! verticals
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.
Report on most versions of custom tables
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.
Reporting made simple
Reporting4Act! walks you through the reporting process in 6 easy-to-follow steps so you can be building professional reports in minutes, not days.
Schedule and Automatically Deliver Reports
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 & Exclusions
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.
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.
QuoteWerks support
Can report on information in QuoteWerks, a quoting system that integrates with Act!.
Microsoft Excel PivotTable Reporting
Extended your data analysis with Microsoft Excel PivotTables.
Reporting4act version Comparison Chart
Side by side comparison of all our Reporting4act versions. Please click the "+" on the left of the row to expand for additional details. Symbold legend at bottom of chart.
Reporting Features | Basic | Pro | Premium | Ultimate | ||||
|---|---|---|---|---|---|---|---|---|
Run any type of report | ||||||||
Basic version could only edit runtime conditions of any report | ||||||||
Act! specific: Includes 100+ built-in reports | ||||||||
Basic version could only edit runtime conditions of any report | ||||||||
Import reports created by others | ||||||||
Basic version could only edit runtime conditions of any report | ||||||||
Prompt for filter values ("ask at runtime") | ||||||||
Output reports to file (PDF, Excel, etc.) | ||||||||
Act! specific: Report on Act! custom tables | ||||||||
Basic version could only edit runtime conditions of any report | ||||||||
Act! specific: Supports all versions back to v2010 | ||||||||
Basic version could only edit runtime conditions of any report | ||||||||
Email Reports | ||||||||
Uses integrated email application | ||||||||
Drill down from summary to detail reports | ||||||||
Basic version could only edit runtime conditions of any report | ||||||||
Create / edit row and column ("quick") reports | ||||||||
Create / edit cross-tabulation reports | ||||||||
Create / edit labels | ||||||||
Create / edit batch reports | ||||||||
Create formulas | ||||||||
Create drilldown reports | ||||||||
Create / edit charts | ||||||||
Create / edit templates | ||||||||
Edit report layout ("advanced Report Designer") | ||||||||
Add charts to quick and cross-tab reports | ||||||||
Create / edit gauges | ||||||||
Create / edit dashboards | ||||||||
Create sub-reports | ||||||||
Report on multiple databases in same report | ||||||||
Schedule reports | ||||||||
The Knowtifier provides integrated support for scheduled report delivery for Reporting4act | ||||||||
Usage reporting | ||||||||
Act! specific: Report on QuoteWerks data | ||||||||
Act! specific: Report on Durkin data | ||||||||
Act! specific: Report on Topline Designer data | ||||||||
Act! specific: Includes Basic (viewer) license | - | 1 | 2 | 5 | ||||
Price (includes first year maintenance) | $49.95 | $199.95 | $399.95 | $799.95 | ||||
Annual Maintenance (support & updates) | N/A | $50 | $100 | $200 |
= Included
= Not Included
= Not Included
Please note:
- Bundled "Basic" viewer applications require an active support contract
- Products can be upgraded
- Custom tables included with Act! Premium Plus & Tables4act are supported by all three tiers.
Reporting4act Graphs and Charts
Purchase Notes & System Requirements
- All Pricing listed is in USD
- Compatible with Act! 2010 or higher (older versions are supported by Ultimate)
- Annual Maintenance includes updates and ticket support (quantity is based on product purchased)
