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Reports by Team

JB
New Member
Posts: 2
Country: Australia

Reports by Team

As a new user of ACT 2008 Premium - Is it possible to generate reports by team as opposed to selecting individual users? I have numerous sales teams and would like to be able to run sales and opportunity reports by selecting a team instead of having to select each and every team member. Does anyone know how to do this or does anyone know of amy report templates that will allow this?
 
 
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Reports by Team

There isn't any such capability in the ACT! program at present. It sounds like a very good idea and I would encourage you to submit it as a feature request on the ACT! website.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
JB
New Member
Posts: 2
Country: Australia

Re: Reports by Team

Thanks for clarifying Roy. I forward this as a suggestion to the developers. In the meantime I will just have to keep selecting team members one at a time......
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Reports by Team

You could also do this with Crystal Reports if this is really important to you