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Report Summary Fields Not Working

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New Member
Posts: 2
Country: USA

Report Summary Fields Not Working

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!

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Report Summary Fields Not Working

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.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
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Bronze Elite Contributor
Posts: 2,119
Country: United_Kingdom

Re: Report Summary Fields Not Working

Hi,

 

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.

Vivek Gargav
Caldere Associates Ltd.
www.caldere.com
vgargav@caldere.com
My Blog
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New Member
Posts: 2
Country: USA

Re: Report Summary Fields Not Working

roy: i would be happy to share the report as it stands now; is it ok for me to email this to you? i'd greatly appreciate any insights into what i'm doing wrong...

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Report Summary Fields Not Working

Please check your private messages.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer