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Please help sorting data in report

New Member
Posts: 10
Country: United States

Please help sorting data in report

Using ACT! Premium for Workgroups 2007

 

I would like to modify the report "Opportunities by Record Manager" but have the data sorted by the last column (total $).  I have tried to figure this out using the template editor with no luck.  For followup, I want to get the highest dollar opps listed first.

 

Can anyone please help with how to get ACT to run these reports sorted like this?

 

Thanks,

Bob

 

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Please help sorting data in report

You would need to open the report template for editing and change the section 1 sort field from Record Manager to Total. You would also want to change the sort order to descending.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 10
Country: United States

Re: Please help sorting data in report

OK, I understand what you are saying, and see what to change.  I cannot figure out how to change it!  Can you please give me the step-by-step?

 

Thanks,

Bob

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Please help sorting data in report

You would do it in Edit | Sections.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 10
Country: United States

Re: Please help sorting data in report

I do not see that as an option under "EDIT"

 

act screenshot

 

what am I missing?

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Please help sorting data in report


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