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Editing a forumla?

New Member
Posts: 4
Country: USA

Editing a forumla?

I am trying to edit a formula in an existing report template.  Example - Opportunities Report, wanting sales greater than $5,000.00.  Can this be accomplished?
 
Thank you
Kathy
Bronze Elite Contributor
Posts: 2,115
Country: United_Kingdom

Re: Editing a forumla?

Hi Kathy,
 
Its not really a dev question Smiley Wink but the way reoprting works in ACT! is that you carry out the query first and create a report on the results. So you would first doa simple query on Opps for Total >= £5000 and then report on the results. You wouldn't need to write any expressions that way.
 
HTH
Vivek
Vivek Gargav
Caldere Associates Ltd.
www.caldere.com
vgargav@caldere.com
My Blog
New Member
Posts: 4
Country: USA

Re: Editing a forumla?

I tried that first and it did not work.  I selected current lookup on the report options but received all opportunities instead of just the filters one.  Any other suggestions.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Editing a forumla?

Have you checked the Opportunity List before running the report to be sure you have the list you want?
 
Then, select them all (click on the top one and shift-click on the bottom)
Right-Click and select Goto Contact (NOT Create Lookup)
 
This will create a lookup of the Contacts to report on