02-28-2014 10:43 AM
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,
02-28-2014 11:26 AM
The report would need to be a contact report with an opportunity sub-report.
03-04-2014 02:09 PM
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.
03-04-2014 02:54 PM
What field is used to link the sub-report to the main report? Also check you filters.