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Report that gets data from both Contacts and Opportunities

New Member
Posts: 2
Country: USA

Report that gets data from both Contacts and Opportunities

I need to create a report that can get information from the Contact and the Opportunity tables but in the drop down I only get the option of using the records from the report type I choose.

 

A sub-report also only shows fields from the Contacts or Opportunities based on the main report. Is it possible to do this in the Act! software.

 

I can connect in using the ACT! OLE DB provider - but I'd rather the report be directly in ACT!. I can also join tables using the Topline Dash add-in, but that does not allow the formating I need.

 

Thanks for the help,

Chris

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Report that gets data from both Contacts and Opportunities

The report would need to be a contact report with an opportunity sub-report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Report that gets data from both Contacts and Opportunities

Thanks for the start, so I created the report using the Contact and then added the Opportunity sub-report, when I try and run the report it never returns. Am I missing something in linking the main and subreport together, even if I limit the date range it still does not return, when I stop the report after 5 minutes I see about 3 rows of data.

 

Any ideas would be helpful.

 

Thanks,

Chris

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Report that gets data from both Contacts and Opportunities

What field is used to link the sub-report to the main report? Also check you filters.

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