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Opportunity Graphing and Reporting

New Member
Posts: 4
Country: USA

Opportunity Graphing and Reporting

In our company, we have one person who does the majority of the data entry into ACT! for all of our producers.  When customizing our ACT! database, we created a producer field to identify whose prospect it was, now we want to filter, graph, and report opportunity by the producer field instead of the record manager field.  I can't find a way to add the filtering option like that, does anyone have any ideas?

 

 

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Opportunity Graphing and Reporting

As far as the ACT! reports, you wouldn't be able to filter by that field. You have a couple of choices. One is to edit the record manager field to reflect the producer however that would require that you have an ACT! license for each of the producers. The other option would be to use Crystal Reports for the report. Crystal can do the filtering that you want.

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: USA

Re: Opportunity Graphing and Reporting

Could I report by that field if I create a report from scratch or is it still impossible?

Nickel Super Contributor
Posts: 939
Country: USA

Re: Opportunity Graphing and Reporting

Take a look at TopLine Dashboard for this - http://www.toplineresults.com/products/toplinedash/index.htm

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Opportunity Graphing and Reporting

Impossible with the ACT! reports.

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