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Please help sorting data in report
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ae1m
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ae1m

Country: United States

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Using ACT! Premium for Workgroups 2007

 

I would like to modify the report "Opportunities by Record Manager" but have the data sorted by the last column (total $).  I have tried to figure this out using the template editor with no luck.  For followup, I want to get the highest dollar opps listed first.

 

Can anyone please help with how to get ACT to run these reports sorted like this?

 

Thanks,

Bob

 

 

Kudos!
06-16-2009 10:26 AM
 
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Re: Please help sorting data in report
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Silver Super Contributor Roy_Laude…
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Roy_Laudenslage

Country: United States

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You would need to open the report template for editing and change the section 1 sort field from Record Manager to Total. You would also want to change the sort order to descending.
 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Kudos!
06-16-2009 12:03 PM
 
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Re: Please help sorting data in report
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ae1m
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Posts: 10


ae1m

Country: United States

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OK, I understand what you are saying, and see what to change.  I cannot figure out how to change it!  Can you please give me the step-by-step?

 

Thanks,

Bob

Kudos!
06-16-2009 01:36 PM
 
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Re: Please help sorting data in report
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Silver Super Contributor Roy_Laude…
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Roy_Laudenslage

Country: United States

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You would do it in Edit | Sections.
 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Kudos!
06-16-2009 01:42 PM
 
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Re: Please help sorting data in report
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ae1m
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Posts: 10


ae1m

Country: United States

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I do not see that as an option under "EDIT"

 

act screenshot

 

what am I missing?

Kudos!
06-16-2009 06:09 PM
 
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Re: Please help sorting data in report
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Silver Super Contributor Roy_Laude…
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Posts: 2313


Roy_Laudenslage

Country: United States

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Edit | Define Sections

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Kudos!
06-16-2009 10:29 PM
 
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