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Report from Opportunities List

Copper Contributor
Posts: 30
Country: United States

Report from Opportunities List



Is there a way to run a report from the Opportunities List?  Sort of a business plan for a salesperson?  Is there a template we can download or do you need to build a custom report? Thank you


ACT 2009 11.0

Platinum Elite Contributor
Posts: 6,757
Country: USA

Re: Report from Opportunities List

It depends on what you want in the report. Have you checked the standard opportunity reports?

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