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ACT! 2010 - Reports Issue

Copper Contributor
Posts: 26
Country: United Kingdom

ACT! 2010 - Reports Issue

We have an issue with a few of the Reports, namely the 'Gross Margin by Product' and 'Opportunities by Product' reports which until recently we used frequently.

 

If we run these reports over a period of a month, they both work fine.  However, if the period is any longer than that, the report doesn't read in any data, for example in 'Opporunities by Product' it will list the products but none of the opportunities, suggesting that we haven't sold any in the period which is obviously wrong.

 

It seems to me that this is an error with ACT! as it just seems like it can't handle that much data, but does anyone know a workaround for this?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT! 2010 - Reports Issue

ACT! 2010 has a bug in the opportunity date filter. The opportunity date filter is supposed to use the estimated close date for open opportunities and the actual close date for closed opportunities but in ACT! 2010 the estimated colse date was used for both. This was corrected in later versions and may be the source of your problems. The actual math shouldn't be a problem.

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