Community
Showing results for 
Search instead for 
Do you mean 
Reply

Opportunity Reports

Accepted Solution Solved
New Member
Posts: 23
Country: UK
Accepted Solution

Opportunity Reports

Hi Guys,

 

I'm trying to do a report of opportunities created within a particular date range. I only seem to be able to filter the close by date.

 

Any ideas?

 

Regards,

 

 

Charles

 


Accepted Solutions
Solution
Accepted by topic author Charles2008
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Opportunity Reports

The ACT! report generator does not provide a filter for that.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com

View solution in original post


All Replies
Solution
Accepted by topic author Charles2008
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Opportunity Reports

The ACT! report generator does not provide a filter for that.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Opportunity Reports

[ Edited ]

You could look at our add-on called Opportunity List Plus for ACT! (OLP). It has the ability to filter the opportunity list on any opportunity field including Created or any Opportunity field or Contact Field. Once filtered you can then print and/or export to excel. 

http://www.durkincomputing.com/ACTAddonsOpportunityListPlus.aspx

 

-- jim durkin

 

 

[edited for typos]
Message Edited by jimdurkin on 07-10-2008 05:13 PM
New Member
Posts: 23
Country: UK

Re: Opportunity Reports

Hi Jim,

 

I don't have a problem viewing the opportunities created within a particular date range, this is easy within ACT! What I can't do is then produce a report listing those opportunities.

 

Best Regards,

 

 

Charles

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Opportunity Reports

With OLP you can print/report whatever you are viewing on the screen.

 

Here is a screen shot of TLP with the identical features:

http://www.durkincomputing.com//images/ACTAddonsScreens/TaskListPlus/y_PrintPreview.png

 

Hope this helps

-- jim durkin