11-04-2009 09:10 AM
I wanted to create an opportunity summary report that allows my reps to print the data entered into multiple tabs within Opportunites section but also pull filed from the Company tabs/fields. In the report creator it only makes fields available by the type of report template. Is there a way to pull data from multiple areas?
Also, when I run the report even from just the Opportunity fields, I want this to pull for just one opportunity but I don't see a way to do that, it only does it for date range and users. Any thoughts. Basically, I want my sales people to be able to print opportunity reports so they can review them with Partners and customers in a printed format. Thoughts?
11-06-2009 09:56 AM
11-12-2009 09:57 AM
11-13-2009 09:02 AM
The ACT! Report Writer is not very good at pulling fields from multiple tables. Depending on which fields you are talking about, you may be better off investing in a custom report written for you in StonefieldQuery for ACT! or Crystal Reports. If you need help with this visit http://www.act.com/partners/acc/index.cfm.
Jim Fry, ACT! Certified Consultant