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Opportunity Reports using wrong date field

New Member
Posts: 1
Country: USA

Opportunity Reports using wrong date field

I've discovered that the Opportunity reports use the Estimated Close Date field instead of the Actual Close Date or Last Edit Date fields.  Anyone else find this problematic from a sales managment perspective?  If so, does anyone know of a work around to enable reporting using the Actual Close Date field?

Thank you,

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Opportunity Reports using wrong date field

You didn't specify but you are likely running ACT! 2010. The opportunity date report filters are supposed to use the Estimated Close Date for open opportunities and the Actual Close Date for closed opportunities. However I know the original release of ACT! 2010 used the Estimated Close Date for both. I don't know exactly when it was corrected but I've tested it with ACT! 2011 and it's back to working correct.

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