Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
New Member
ae1m
Posts: 10
Country: United States
Message 1 of 2 (484 Views)

Reports Question

I am a relatively new user, my company has ACT! 2007 V9 for Workgroups.

 

I am a Regional Sales Manager with many Reps.  When I enter sales opportunities, We use the  "Referred By" field under the "Opportunity Info tab" to enter the specific Rep salesman, I am the Record Manager.  

 

I would like to generate a report for all open opportunities for each Rep individually.  There is a template for "Opportunities Referred By.rep" in the Reports folder, but it generates a report that contains ALL the Reps.  How can I create indivdual reports for each specific Rep?

 

Thanks in advance.

 

Bob

 

 

Please use plain text.
Platinum Elite Contributor
Roy_Laudenslage
Posts: 5,703
Country: United States
Message 2 of 2 (483 Views)

Re: Reports Question

Because you aren't using the record manager field for the user, there isn't any way to filter a report run for the individual users. A report template could be created to group on the referred by field and start each user (referred by entry) on a new page. You would likely need to use scripting to accumulate totals.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Please use plain text.