04-25-2011 07:38 AM
I created a new ACT! report writer report based off of a Product report. I didn't use an Opportunity template because fields I need reside in the Product table. I renamed one of the Opportunity user fields to "Principal" (vendor) and set the high order sort sequence to Principal. The second sort sequence is Product Name on the Opportunity Product table.
The report does not sort on Principal. As you all know there's precious little on documentation on how the ACT report writer works.
Any ideas on how to get this report to actually sort on the field I've selected?
04-25-2011 08:08 AM
There's no way to make that work. The ACT! reports can be sorted only on fileds that are located on the table the report is based on. The report you modified is based on the product table not the opportunity table so you can't sort on an opportunity field.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
04-25-2011 06:29 PM