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Opportunity Reports not working correctly

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New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

No, it is the original template (dated 5/8/2008).

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Opportunity Reports not working correctly

What version of ACT! are you using?

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

Sage ACT! Premium 2012 Version 14.1.108.0

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Opportunity Reports not working correctly

That's a rather old date for that report and there could be problems with the report. Try creating an empty databse and copy the report from that datase to your working database. Generally the reports aren't version specific but there were a couple of reports that had problems in the earlier versions of the ACT! program that were fixed in the later versions. However the reports are added at the time the database is created and not updated with later versions of the program.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

That did fix it. I have now data showing up. Thanks.

New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

What is the easiest way to create custom reports. For example I want to see our sales pipeline by the contact field "type of organization"

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Opportunity Reports not working correctly

There's no real direct way. One way would be to use an addon to replacate the type of organization field in the oppertunity table and modify the report to break on that field. the other way would be to start an a contact report with an oppertunity subreport built like the pipeline report. I've done both types.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer