One Report for Opportunities and Activities Combined

[karen4]

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!!

[Roy_Laudenslager]

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.

[karen4]

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!