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Opportunity Report by Product

New Member
Posts: 12
Country: United States

Opportunity Report by Product

I'm trying to make a report that is similar to the stock Opportunities by Product report but swiveled.

 

Instead of dividing by Product then listing the Opportunities under it, I'm wanting a report by Company, listing the quantities of each product sold to that company.  Really only need the count, maybe the amount, Don't really need a breakdown of the specific opportunity.

 

Company 1

     Product 1       Qty. 1        $100

     Product 2       Qty. 2        $50

Company 2

     Product 1       Qty. 1        $100

     Product 3       Qty. 3        $75

 

Using an Opportunity report, sectioning it by Company, I get this.  And don't have the $$ working right.

 

Company 1

     Product 1       Qty. 1 

Company 2

     Product 3       Qty. 3           (1 on one Opp, 2 on another 1)  Shows up as two lines, with the correct total)

     Product 3       Qty. 3 

Company 1

     Product 2       Qty. 2

 

 

Any help would be appreciated.  This report was one of the main selling points that I got this company to go with ACT.  Am I even in the right ballpark?

 

Bryan Britt

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity Report by Product

What you are trying to do can't be done with the ACT! report writer. You would need to use a third party report writer such as Crystal Reports or have someone create the report you want with Crystal Reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129