
How infuriating that this simple bug has still not been fixed in Service Pack 1. Opportunity reports by 'status', filtered by date range only ever focus on the estimated close date...
So, if you set the filters to include only Closed and Won Opportunities within (for example) the current month, you get a report that includes Opportunities with a status of 'Closed and Won' where the estimated close date was in the current month (but NOT where the actual close date is in the selected date range!)
You can't run a report in ACT! that lists what Opporunities have Closed and Won this month! How ridiculous is that?
One of our clients describes the predicament thus:
"Given that ACT is a piece of software to assist the sales process I’m guessing that 99% of its users (i.e. sales people/directors) want to produce a report at the end of a month or quarter in order to see the results achieved. This is all I want to do and so it must be a fairly standard request? I simply need to see at the end of a month what business has been won, which to me is the most obvious report the software could need to produce.
I hope you can understand the frustration from my end. I had a version that allowed me to do this for several years with no problems and since updating our software from ACT! 2009 to ACT! 2010 I have not been able to produce a useful sales report."
I share his pain!
I just got off the phone with Sage Support. Their response: "This is a known issue with ACT". Really? As powerful as this program is, to not be able to pull data that is critical to sales performance metrics is inexcusable. With all the brain power Sage must have to produce this level of software they should be able to fix this issue in about 20 minutes. Sage, are you listening???
[Edit: Content removed. Please post courteously]
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