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Edit Oppurtunity By Estimated Closing Month

Tuned Listener
Posts: 16
Country: United States

Edit Oppurtunity By Estimated Closing Month

VP wants to be able to run this report and sort by Record Manager. Anyone have an idea how this can be achieved?

 

Thanks,

 

Arks

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Edit Oppurtunity By Estimated Closing Month

It depends on exactly what is wanted. It would be possible but could involve significant additional script programming.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Edit Oppurtunity By Estimated Closing Month

Here is a very basic way to modify the report template to sort by Record Manager - it will also split the report into separate pages for each Record Manager.

 

To modify the report:

- go to Reports > select Edit Template

- select the Opportunities by Estimated Closing Month

- the Report Designer will open > go to File > select Save As and save the report to a new name (ex: add 'by Record Manager' to the name).  This will keep the original report intact.

- in the Report Designer > select Edit > select Define Sections

- on the Define Sections screen > click on 'Section 1' > now change the field selected (right hand side) to 'Record Manager'

- click OK to exit the Define Sections screen > click Save icon to save the new report

 Test results

 

 

Greg Martin
Sage