09-03-2013 04:56 AM
I have created an advanced query that filters a date field in opportunities. It shows all records between a certain date range.
I want to be able to show those records in a report but i can't run an opportunities report based on the current lookup.
Is there a way round this?
All i want to do is show all opportunities that were added between 10months and 1 year ago.
Thanks in advance
09-03-2013 06:24 AM
Hello and welcome to the ACT Community.
I am assuming you want a printed list of opportunities that meet your criteria.
Once you have your lookup, you should see it in list format. Do you not have an export to Excel icon at the top of the screen? If not, can you tell us which version of ACT you have?
Hope this helps.
09-09-2013 01:22 AM
09-09-2013 10:47 AM
After doing a quick look at the report writer for Opportunities, it looks like you are not given an option for a custom date range on the couple I reviewed.
I think there are 3rd part software options here. Hopefully one of the technical gurus who help out so much can add some guidance beyond this.
Sorry I couldn't be of more help.
09-10-2013 02:02 AM
09-10-2013 08:11 AM
No it can't be changed. Open oppertunities filter on Estimated Close Date, closed oppertunities on the Actual Close Date.