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Creating Custom Reports

Copper Contributor
Posts: 8
Country: USA

Creating Custom Reports

[ Edited ]

Act Version 22.0.205.0

 

Looking to create custom reporting including some of our custom fields for Opportunities.  all comments/videos look to be for old versions.  Can someone point me in the right direction.

 

Can't imagine we can add fields but can't use these to sort restrict on. 

 

Thanks  

Copper Contributor
Posts: 24
Country: India

Re: Creating Custom Reports

Copper Contributor
Posts: 8
Country: USA

Re: Creating Custom Reports

This appears to be on a different version, see no way to create a new report for Opportunities....go to Other opportunity reports no way I see to add a new one, see attached.  

 

Just seems real limited...has to be a way

Highlighted
Copper Contributor
Posts: 24
Country: India

Re: Creating Custom Reports

Hi,

 

Unfortunately the web version has some limitations. Creating/editing reports is one among them.

 

Please do refer the below article for cloud limitations.

 

https://help.act.com/hc/en-us/articles/360037886814

 

still you can setup a offline client and create/edit reports.

 

https://help.act.com/hc/en-us/articles/360024422853-How-do-I-set-up-my-Act-in-the-Cloud-offline-clie...