Adding a Customized Report to the Report menu

Douglas Wolf ACT! Certified Consultant

If you are inspired to modify one or several of the ACT! reports and make them unique, you can then add those reports to the Reports menu for easy access.

1. Open the Reports menu.
2. Select Modify Menu.
3. The Modify Menu dialog box appears.
4. Click Add Item.
5. The Add Custom Menu Item dialog box appears. Click the browse box at the far right of the File name and location field (Hint: It has 3 small dots on it.)
6. Now you should see the Report folder with the report files, including the one you modified. Click on the name of the report and click the Open button. You are returned to the Add Custom menu item dialog box.
7. If you wish, you can change the command name to display in the reports menu. If not, click OK.

Open the Reports menu and the name of the report you added should appear at the bottom of the menu. If you are working on a network version of ACT!, the new item appears on your desktop only.