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Formatting "Yes/No" fields in Opportunity Report

Copper Contributor
Posts: 48
Country: USA

Formatting "Yes/No" fields in Opportunity Report

I'm running ACT! 2010 Premium.

 

Recently added "yes/no" fields to the Opportunity database for a series of steps part of our Opportuntiy process.  As each is completed, the sales rep clicks it off.

 

I'm trying to display this in the report, but just get "Yes/No".  Is there:

 

1.  Any way to display just the first letter?

2.  Leave blank any unchecked item

3.  Display a check box?

 

If there's an add in (not Crystal, ok) that will do this, let me know.

 

Thanks in advance.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Formatting "Yes/No" fields in Opportunity Report

The answer to all three questions is yes and no you don't need an addon. You would need to use a custom field and a short embedded Visual Basic script to get the result you want.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

 

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 48
Country: USA

Re: Formatting "Yes/No" fields in Opportunity Report

Thanks, Roy. I get it! (amazing, I know Smiley Wink) Appreciate your prompt response. If I can get permission, I'm going to get your book.