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Issue with Opportunity report by contact

Copper Contributor
Posts: 7
Country: Netherlands

Issue with Opportunity report by contact

Hi all,

 

Hope any of you can help us out. We try to generate an opportunity report by contact. This works fine as long as we assign 1 opportunity by contact. This is what it looks like:

 

Customer A, John Smith, Opportunity 1, etc. etc.  

Prospect B, Jane Smith, Opportunity 2, etc. etc.

Prospect C, Bruce Smith, Opportunity 3, etc. etc.

 

When we add multiple opportunities to a single contact, each contact is printed as many times as there are opportunities. In below example contact Bruce Smith has 3 opportunities and is printed 3 times. It looks like this:

Customer A, John Smith, Opportunity 1, etc. etc.

 

Prospect B, Jane Smith, Opportunity 2, etc. etc.

Prospect B, Jane Smith, Opportunity 3, etc. etc.

 

Prospect B, Jane Smith, Opportunity 2, etc. etc.

Prospect B, Jane Smith, Opportunity 3, etc. etc.

 

Prospect C, Bruce Smith, Opportunity 4, etc. etc.

Prospect C, Bruce Smith, Opportunity 5, etc. etc.

Prospect C, Bruce Smith, Opportunity 6, etc. etc.

 

Prospect C, Bruce Smith, Opportunity 4, etc. etc.

Prospect C, Bruce Smith, Opportunity 5, etc. etc.

Prospect C, Bruce Smith, Opportunity 6, etc. etc.

 

Prospect C, Bruce Smith, Opportunity 4, etc. etc.

Prospect C, Bruce Smith, Opportunity 5, etc. etc.

Prospect C, Bruce Smith, Opportunity 6, etc. etc.

 

I have tried and checked anything over and over, but nothing seems to work for us. Any help would really be appreciated!

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Issue with Opportunity report by contact

Are you using the standard report or is it a report you modified/created?

 

From your description it sounds like a custom report that has design problems.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 7
Country: Netherlands

Re: Issue with Opportunity report by contact

Hi Roy, Thanks for your reply. I used the 'Opportunities by contact' report and modified it using newly created database fields. I'll include an example below. If you say ' it sounds like a custom report that has design problems.' Do you mean something is wrong in the original report? What can we do?

example.png

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Issue with Opportunity report by contact

Yes that would be a custom report. With out the template I can't fully diagnose the problem. However from the printout you show I'm fairly sure I know the problem and it's in the report design and that you've radically changed the original report which does work correctly.

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