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Not all oppotunities are showing up in reports

Copper Contributor
Posts: 49
Country: United States

Not all oppotunities are showing up in reports

Recently, we started using the opportunities tab in ACT and are trying to keep track of opportunities associated with our products.

What we are finding out is that when we run our reports, it is not showing all the opportunities.  We have all the boxes checked to show everything. 

 

When we pick a specifiic date it shows some opportunites, but if we have it show all dates, it lists more opportunities that was selected on the first specific date. 

 

Is anyone else having this type of issue or am I doing something wrong?

 

Thanks,

Rick

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Not all oppotunities are showing up in reports

In opportunity reports, if the opportunity doesn't have a contact attached, it won't show the report. Also open opportunities use the estimated close date for report date range filtering but closed opportunities use the actual close date.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 49
Country: United States

Re: Not all oppotunities are showing up in reports

How do you attach a contact?

Copper Contributor
Posts: 49
Country: United States

Re: Not all oppotunities are showing up in reports

Roy -

There are contacts associated with the opportunity.

 

Rick

Copper Contributor
Posts: 49
Country: United States

Re: Not all oppotunities are showing up in reports

Roy -

 

I'm running the opportunities by status report and if I choose select custom dates, not all of the opportunities show up for that day.  But if I choose select all, they do.  What is causing this?

 

Rick