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Opportunity Export (Complete Data)

New Member
Posts: 12
Country: USA

Opportunity Export (Complete Data)

In ACT 2011, is there an easy way to export opportunities, i.e., a report that contains all the pertinent information for a particular opportunity?

Bronze Contributor
Posts: 1,431
Country: USA

Re: Opportunity Export (Complete Data)

Nope.

 

You need to engage one of the consultants on the board or dive into ACTREADER which is way over my head.  (And if I'm wrong, I would love to see it.)

John Purdy
ACT! Premium V. 18
Lenovo X220, 16GB, & Office 365, 32bit, 256GB SSD
Employee
Posts: 1,163
Country: USA

Re: Opportunity Export (Complete Data)

You can get the plurality of the opportunity information by creating an OLEDB connection in excel, which is explained in this KB article. 

 

Hope this helps.

Matthew Wood
Act! SDK Support
Community Moderator
Bronze Contributor
Posts: 955
Country: Australia

Re: Opportunity Export (Complete Data)

John,

 

Most you can export just using the Export function after customising the columns while in the opportunity list view. If you want a much more flexible option then have a look at Topline Dashboard www.toplineresults.com as it is the easier reporting tool IMHO

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.