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Print opportunity list

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New Member
Posts: 2
Country: United_Kingdom

Print opportunity list

Hi there,

 

I'm using Act Premium 2011.

I can't find the right format to print out an opportunity list. I m currently doing it by exporting the list to excel where I can redesign everything but I'd like to print direcly from Act (using hte "print opportunities" button).Doing it via excel is not convenient at all because we are using yes/no boxes and it turns out in True/False in excel.

 

I tried Portrait and landscape, actual size or fit to page and it's always the same. It is too big or too small to fit the page, or the last column is partly cut...

 

Thanks for your help.

 

 

 

 

 

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Print opportunity list

You would be better off creating an ACT! report template specific to your needs.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Contributor
Posts: 1,813
Country: USA

Re: Print opportunity list

There are quite a few Opportunity reports under Reports, Opportunity reports, or you could create you own.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: United_Kingdom

Re: Print opportunity list

Thanks for your answer.

I've never used reports so I'm a bit confused here. I thought reports were only to show opportunities for one contact. My concern is just to print a list of all the opportunities for all contacts.

My issue is more like this guy who didn't find an answer.

http://community.act.com/t5/Sage-ACT/HELP-NEEDED-Trying-to-print-LIST-VIEW-so-it-fills-up-a-Legal/td...

 

Thanks again for the help

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Print opportunity list

Reports are for organizing your data for viewing and external analysis. What you're doing with the export to Excel is a report.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

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