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Oportunities Report sort

New Member
Posts: 4
Country: United_Kingdom

Oportunities Report sort

I have produced an oportunities report that displays Company, Contact, Project name, Stage Probability, Est. Close, Days
Open, Weiighted Total, Total, Sales Leader. Is there a way to sort this report via the sales leader? I am using ACT 2010.

Copper Contributor
Posts: 34
Country: United_Kingdom

Re: Oportunities Report sort

Hi - is that not the "Opportunities by Record Manager" report that comes out of the box?   This is grouped by record manager.

New Member
Posts: 4
Country: United_Kingdom

Re: Oportunities Report sort

I think so, Is there a way to group one by sales leader? With the same fields
Copper Contributor
Posts: 34
Country: United_Kingdom

Re: Oportunities Report sort

Hi

 


Sorry I am not sure what you mean by "Sales Leader" - I assumed this meant the Record Manager for the Opportunity?

New Member
Posts: 4
Country: United_Kingdom

Re: Oportunities Report sort

Its a fild I have to specify which agent is reposable for the sale. (outside of act)

Copper Contributor
Posts: 34
Country: United_Kingdom

Re: Oportunities Report sort

Ah in that case go into Edit... Define Sections... Add Section and choose your field.  You can then apply a sort and group on that field.

New Member
Posts: 4
Country: United_Kingdom

Re: Oportunities Report sort

ah that makes sense now. Saw it ealier but thought it was sorting everything somehow. Do you have to set each one? ie other fields to none. Becase upon setting the leader field it dosnt sort it Alphabetically.