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Moving a report

Copper Contributor
Posts: 37
Country: United States

Moving a report

I have created a custom pipe line report in ACT Premium for Workgroups 2006 Version The report resides in the reports drop down menu under the Opportunity Reports with another drop down to “Other Opportunity Reports. How can I move this report to be more accessible to our sales team? In this version there seems to be no easy way to add a custom report to the reports menu


There is no modify menu option from the reports menu. Can some one tell me how to add a custom report to the menu?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Moving a report

Check out this Knowledge Base Doc:


and also this one:


Hope that helps!