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Get only one type of process on a Pipeline report

New Member
Posts: 8
Country: Canada

Get only one type of process on a Pipeline report

Hello,

 

I've recently upgraded to Act premimum 2011 from Act 6 and want to completely restart the way in which we use the opportunities tab and pipeline reports.

 

I've noticed that all of our old pipeline / opportunity information has gone under a process of Previous Act! Sales Process.  This is good as I believe that I can no restart fresh under a new process name. 

 

However when I run a pipeline reports, I can't find a way to run one without getting pipeline information from the new process only.  This means that I get all of the old data as well as the new data Smiley Sad

 

Is there a way to specify one process only (and its substages) on a pipeline report?

 

Thank you for your help.

Chris.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Get only one type of process on a Pipeline report

You can't filter by process but you could modify the report to group by process.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 8
Country: Canada

Re: Get only one type of process on a Pipeline report

[ Edited ]

Hi Roy,

 

Thanks for your response.  How do I do this?  As an aside, if you can't separate by process, i.e. only report on one, what is the point in having multiple processes??

 

Thanks,

Chris

 

[Edit: language correction]

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Get only one type of process on a Pipeline report

You would add a section to group the and separate the processes.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129