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Pipeline Report adding a custom report to the report menu

Copper Contributor
Posts: 37
Country: United States

Pipeline Report adding a custom report to the report menu

2 questions:

 

1) I have created a custom pipeline report that we will use regularly. It currently resides in "Other Reports in the reports menu. I would like to place the report in the report drop down menu under "opportunity reports"  The problem is there is no "modify menu" option under reports. I am using  Sage Premium for Workgroups 2006 Version 8.0.0.182. How do I do this?

 

2) I want to add a drop tab or arrow under the Opportunity Name window in the opportunities tab so the our sales team can select one out of 4 possible types of opportunities. I Can't seem for figure out how to do this.

 

 

Moderator
Posts: 4,395
Country: USA

Re: Pipeline Report adding a custom report to the report menu

1.  Follow the knowledgebase article below.

2.  Unfortunately this cannot be done in your current version.  ACT! 2010 gives you the ability to customize the Opportunity layout.

 

How to Add a Custom Document Template to the Write Menu

New Member
Posts: 2
Country: Canada

Re: Pipeline Report adding a custom report to the report menu

I have ACT! by Sage 2009 (11.0) Version 11.1.183.0, Hotfix 1... similar request, wanting to modify/customize opportunity report and cannot seem to do; also modify contact reports but again it will not let me do what I am needing

 

AKG