04-18-2013 10:11 AM
for act 2013 premium
i'm trying to create a report that totals opportunity dollars both by record manager, and for the entire company (all record managers). i can get the totals by record manager, but the summary fields for the entire company aren't working - they just display the last record manager totals. i've currently got the company summary fields scripted to sum the record manager total fields - is this not the way to make this happen? any help would be greatly appreciated!
04-18-2013 10:41 AM
What your trying to do may not be possible. Without examining the report template I can'ttell for sure. I can tell that part of the problem is caued by failure to do proper script initialization.
04-18-2013 05:33 PM
You could do this as a dashboard or even within Excel via the OLEDB.
The following link contains some pre-compiled Dashboard queries that could be used within Dashboards: http://kb.sagesoftwareonline.com/app/answers/detail/a_id/25837/kw/oledb%20provider
If you need further assistance please feel free to ask here.