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Issue when running "Opportunities by Group" Report

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Tuned Listener
Posts: 16
Country: United States
Accepted Solution

Issue when running "Opportunities by Group" Report

Trying to run the Opportunities by Group report for the recently added contacts group and the report displays 0.

 

Also tried running this report on other groups and run into the same issue.

 

Running ACT 2011 Premium

- All Users selected

- Tried Current Group, Current Lookup, All Groups including Sub-Groups

-Check marks in Open, Closed-Won, Closed-Lost, Inactive

-And selected All Dates

 

 

Any help would be appreciated.

 

JA

 


Accepted Solutions
Solution
Accepted by topic author arks80
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Issue when running "Opportunities by Group" Report

The opportunities are only attached to the contacts, not the group. To get an opportunity to show on this report they need to also be attached to the group, not just the contacts in the group.

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

View solution in original post


All Replies
Solution
Accepted by topic author arks80
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Issue when running "Opportunities by Group" Report

The opportunities are only attached to the contacts, not the group. To get an opportunity to show on this report they need to also be attached to the group, not just the contacts in the group.

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