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Oppurtunity Report

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New Member
Posts: 3
Country: United States
Accepted Solution

Oppurtunity Report

Hello!

  I am trying to edit the Opportunity Report by Record Manager.  What I need is to be able to have that report print by Estimated Closing Date (date order) is this possible?

 

Thank you!

 

Sherry


Accepted Solutions
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Solution
Accepted by topic author thundersls
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,749
Country: USA

Re: Oppurtunity Report

You would need to add a section to the report template and select the estimated close date as the sort field.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Platinum Elite Contributor
Posts: 6,749
Country: USA

Re: Oppurtunity Report

Globally or grouped for each record manager?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Oppurtunity Report

Right now.... for each record manager.  There are only two of us that are licensed for ACT! Premium - but we are not able to sync (this is a whole other issue)  So - just for each record manager. 

 

Is there a way to run a report for the both of our opportunities when we are able to sync?

 

Thanks so much!

Highlighted
Solution
Accepted by topic author thundersls
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,749
Country: USA

Re: Oppurtunity Report

You would need to add a section to the report template and select the estimated close date as the sort field.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129