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One Report for Opportunities and Activities Combined

New Member
Posts: 5
Country: United States

One Report for Opportunities and Activities Combined

Hi,

 

I need help urgently… I’m using ACT Premium 2008, and would like to get a report that shows me opportunities and related activities, combined. Currently I can see this information but in two separate reports. Is there any way to combine through a custom report or add-on?

 

Thanks!!

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: One Report for Opportunities and Activities Combined

It would be possible the create a contact based report template that included both opportunities and activities but if you want an opportunity based report that includes activities, no. However, ACT! 2010 is making dramatic changes to the opportunities and the type of report you describe should be possible with that version. If you want me to let you know when I have better information, send me a private message.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: United States

Re: One Report for Opportunities and Activities Combined

A contact based report that includes both opportunities and activities could potentially work. Can you please outline the steps, or point me in the right direction? Thanks so much!