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Create report based on opportunities lookup

New Member
Posts: 7
Country: United_Kingdom

Create report based on opportunities lookup

Hi.

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

Bronze Contributor
Posts: 1,393
Country: USA

Re: Create report based on opportunities lookup

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. 

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
New Member
Posts: 7
Country: United_Kingdom

Re: Create report based on opportunities lookup

Yes i do have the export to excel icon.
But i want the data to be shown in a properly formatted report, rather than in Excel, similar to what you get in Access.
Is it possible?
Bronze Contributor
Posts: 1,393
Country: USA

Re: Create report based on opportunities lookup

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.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
New Member
Posts: 7
Country: United_Kingdom

Re: Create report based on opportunities lookup

Thanks for the help.
Is there at least a way of changing the field the date range is based on?
From what i have read, it is different depending on the status of the opportunity.

Can i filter the report based on a custom date field?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Create report based on opportunities lookup

No it can't be changed. Open oppertunities filter on Estimated Close Date, closed oppertunities on the Actual Close Date.

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