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Modify Opportunity Report Defaults

Bronze Contributor
Posts: 1,393
Country: USA

Modify Opportunity Report Defaults

I have taken an Opportunity Report and modified it for my purposes and it is working.

 

As I bring up the report, there is a dialogue box that needs to be completed.  Is it possible to modify the default:

  1. General Tab:  Radio button for "Create report for"  - would like "Current Company"
  2. Opportunity Tab:  Check boxes for "Opportunities" - would like "Open" and "Inactive"
  3. Opportunity Tab:  Date range drop down - would like "All"

 

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
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Modify Opportunity Report Defaults

Open the template for editing and go to Edit | Filters and set the default there and save the changes.

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