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Product Report - sorting data within report

Tuned Listener
Posts: 43
Country: United States

Product Report - sorting data within report

Sage ACT Premium 2012 v14.1.108.0

 

i have modified a copy of the Opportunities by Contact report to be a Products list within an opportunity.  The new report shows 3 columns based on fields created using the Contact Opportunity Product field type.  My question...while ACT, as a default, lists products sorted A-Z, the report does not provide the Product list sorted A-Z.  I have not been able to find a way to accomplish this sorting.  Is it possible and if so, would appreciate insight as to how to do it.

thank you.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Product Report - sorting data within report

Improper report design.The report you're modifying is an contact based report. For what you want you would need to start with an oppertunity based report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 43
Country: United States

Re: Product Report - sorting data within report

very good.  will get to work on it now and report how it works.

thank you.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Product Report - sorting data within report

Check the Pipeline report with product detail report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Tuned Listener
Posts: 43
Country: United States

Re: Product Report - sorting data within report

had initially taken the Opportunity by Contact and added product fields that i wanted.  still cannot sort so that characters in field sort alphanumerically.

Tuned Listener
Posts: 43
Country: United States

Re: Product Report - sorting data within report

roy,

bought the book.  learned about Defining Sections and now have a sorted report.  thank you very much!