I mistakenly posted this earlier in the Share Zone. I have been trying to modify AJ's Completed Task by Date report (in the Share Zone) to duplicate the Notes/History report I used in ACT; namely detail of Task Detail and Meeting Minutes for a date range, grouped by Organization and then by Contact and Date Completed for a subset of Contacts. I am very new to Mac and DL and know nothing about programming. I have managed to modify AJ's report to show the Organization, Contact, Completed Date and Completed Task Details and sort them by Organziation, but cannot figure out how to do the following:
1. Add a user input to select only the Contacts matching a specific Category for the report. I think the approach is to add a Popup Menu with a Key call selectedContacts, Kind: Objects, and Menu Title Key contact.category. I now need the appropriate script to populate the Contact Category choices. Can someone help with this and/or correct my approach?
2. Add the Meeting Minutes for the Contact - all the data choices I see are associated with Tasks
3. Save the report as an RTF file - I read that this should be possible, but only see saving as a PDF under the Print option - I need to edit the content of the Notes occasionally and the PDF to Word converters do not maintain the DL report format.

I have tried to use the Report Engine Concepts provided, but do not have enough technical knowledge nor time to figure it out. Any help you could provide would be appreciated.

Incidently, I also had trouble creating a new Print Layout based an existing Summary report such as the Appointment Summary - there were no fields shown. Thanks