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New Opportunites for a date range

New Member
Posts: 7
Country: United States

New Opportunites for a date range

I want to run a report on new opportunities or new leads for a given date range.  How can I do this?

 

Steve

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: New Opportunites for a date range

You can run an opportunity report (or sub-report) for a date range. For open opportunities the date range uses the estimated close date, for closed opportunities it uses the actual close date. However, any one extenuation of the report template would be for one date range. If you want date range grouping within the report, that would require a custom report with VB scripting to create the date range groups.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129