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Opportunity Reports not working correctly

New Member
Posts: 22
Country: USA

Opportunity Reports not working correctly

Every opportunity report that I run shows no or wrong results. For example I run the "Sales Analysis by Record Manager" for the current year and no results show up.

 

We have a lot of data in ACT and we wanted to start running reports but all the results seem very unreliable?

 

Any suggestions?

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Opportunity Reports not working correctly

With all due respect, in my experience when there is problems using the oppertunity reports the causes are problems with the way the oppertunities are entered and closed or with the report filter settings. On the report you mentioned, what are the filter settings you used.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

 

The funny part is that the total number of opportunities is 50 and nothing shows up?

 

 

 

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Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Opportunity Reports not working correctly

Are you creating oppertunities without connecting tham to contact records?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

No, all of our opportunities are assigned to a contact record.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Opportunity Reports not working correctly

Without checking the database, I can't make any further suggestions, Have you tried any of the oppertunity reports using the demo databse?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

Yes, I run "Won Opportunities by  Actual Closing Month" and it looked fine.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Opportunity Reports not working correctly

Was that in the demo database or your database?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 22
Country: USA

Re: Opportunity Reports not working correctly

I also run the report on the demo database and it worked fine.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Opportunity Reports not working correctly

Had you modified the Sales Analysis report?

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