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Oportunity Report

New Member
Posts: 4
Country: United States

Oportunity Report

I need some help with and opportunity report.  What I am looking to do is capture the contact notes, history and activities associated with each contact.  Any ideas???

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Oportunity Report

With an opportunity based report that can't be done. If you start with a contact based report you can add an opportunity sub-report. For what you wanted the contact report would provide that information.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Oportunity Report

Thanks Roy - That is what I thought.  Is it possible to move the subreport "Opportunity INFO" within the main report?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Oportunity Report

I'm not sure I understand what you are asking. What do you want to do with the sub-report?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Oportunity Report

report structure would be simular to this

 

1. Opportunity 1

        - Contact(1)

                 - Notes

                 - History

                 - activities

        - Contact (2)

                 - Notes

                 - History

                 - activities

2. Opportunity 2

        - Contact(s)

                 - Notes

                 - History

                 - activities

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Oportunity Report

That can't be done with the ACT! reports. As you described it, the report would need to be opportunity based and the only subreports possible would be Product. The report should be possible with Crystal Reports but it would be a very complex report to create.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Oportunity Report

Thanks anyway