Community
Showing results for 
Search instead for 
Do you mean 
Reply

Creating Opportunity Reports for a Filtered Look Up

New Member
Posts: 6
Country: USA

Creating Opportunity Reports for a Filtered Look Up

Is there any way to create an opportunity report for a filtered look up?

 

i.e If I wanted to run a process and stage report for a particular campaign (i.e a tradeshow)? I don't want to see all campaigns, just one. We don't want to look at 52 pages for a one page report.

 

We attach multiple companies (designer, purchaser and end user) and contacts to an opportunity. So I can't create a contact look up and then run the report - I'd get too many duplicates. 

 

Any ideas?

Platinum Elite Contributor
Posts: 6,702
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

The report you described can't be cone with the ACT! reports. Depending on the exact design requirements the report you want can be done with the Durkin Impact reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Elite Contributor
Posts: 957
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

[ Edited ]

I'm just guessing, but what if you added a Contact Name FIELD to the opportunity Layout. First create the new Opportunity field, then apply it to your Opportunity Layout.  Using this new field may allow you to better tune your Lookup results as well as reporting results?

You may even want to consider adding a Opportunity Campaign Field for your Campaigns?

Bill Williams - Owner / ACT! Consultant / Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Download Free BullZip PDF Printer and Print directly to PDF http://www.bullzip.com/products/pdf/info.php
Platinum Elite Contributor
Posts: 6,702
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

The only ACT! opportunity report filters are status and estimated or actual close date.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Elite Contributor
Posts: 957
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

[ Edited ]

What about performing a Lookup from Opportunity List View to achieve desired results? and Possibly by adding suggested new fields in my previous post? Smiley Happy 

If that works, then a Query might also be set up and added to the Custom Commands Toolbar? 

Bill Williams - Owner / ACT! Consultant / Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Download Free BullZip PDF Printer and Print directly to PDF http://www.bullzip.com/products/pdf/info.php
New Member
Posts: 6
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

The problem with running a look up using the contact field is that there are multiple contacts on each opportunity. 

 

i.e one opportunity has about 4-5 contacts: 

 

1. Designer at Design Company

2. Engineer at Installation Company

3. Salesperson at Installation Company

4. End User at End Customer Company

Nickel Elite Contributor
Posts: 957
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

[ Edited ]

I know exactly what you mean there and that is why I added a New Contact Name Field to the Opp Layout. Solved my problem. Smiley Happy 

I still add multiple contacts to my opportunities though. I thought that might be your problem also.

You can call the Opp field name something like Primary_Opp_Contact ?  Or Opp_Primary_Contact?

Then add it to your Opp Layout so you can use it as a part of your filter lookup process...

I guess I Perform my lookup's in detail view and rite mouse click the fields I want to lookup , then further narrow my lookup's as needed to achieve desired results before reporting.

Bill Williams - Owner / ACT! Consultant / Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Download Free BullZip PDF Printer and Print directly to PDF http://www.bullzip.com/products/pdf/info.php
Bronze Elite Contributor
Posts: 1,467
Country: United_Kingdom

Re: Creating Opportunity Reports for a Filtered Look Up

 

As Roy stares this is not possible in ACT reports as you do not get the option to filter by lookup and trying to report with multiple contact entries is also a challenge.

 

Durkin Reports is the way forward and Roy is a wiz at designing them. 

Nickel Elite Contributor
Posts: 957
Country: USA

Re: Creating Opportunity Reports for a Filtered Look Up

[ Edited ]

Very possible and I have done this for years now..  Happy to demonstrate it in a gotomeeting session  for cshannon Smiley Happy 

There is a small trick to it.

Bill Williams - Owner / ACT! Consultant / Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Download Free BullZip PDF Printer and Print directly to PDF http://www.bullzip.com/products/pdf/info.php