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Opportunity Report by Country

New Member
Posts: 3
Country: United Kingdom

Opportunity Report by Country

 I am trying to find a way to extract all my opportunities and have them sorted by country. Or build a report "Opportunity by country" but I can't get an opportunity by country to work correctly, any tips on the matter? Thanks for the help I tried to edit the user defined fields like but & all my fields are greyed out & cannot be changed under opportunities? Am I missing something here?  It says they are system fields so I thought that was the reason.Thanks Steve
Bronze Contributor
Posts: 955
Country: Australia

Re: Opportunity Report by Country

You could do this using Topline Dash as a report www.toplineresults.com or edit one of the opportunity user fields to be a country list. If you are using Standard though this may explain not being able to access or if you are not an administrator user

 

If you are on a remote rather than the master db then go to the master and you should be able to do this.

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.