07-31-2013 06:09 PM
We are using Act 2011 and I have been asked to provide a weekly report that shows opportunities that have changed status (eg pending to quotation) during the week. Is there a standard report or an add-on that could be configured for this?
08-08-2013 09:02 AM
There is not a standard report that will give you what you are looking for, but you may be able to use an aftermarket reporting program to do this. Changing the Process/Stage/Status of an opportunity creates a History entry. You might could check for those types of histories and bring them forward into a custom reporting bundle.
08-08-2013 09:22 AM - edited 08-08-2013 09:23 AM
We have an addon for act! called Impact Report Designer which comes with over 60+ reports. You can alter, duplicate or create your own reports with this tool.
One of the existing reports named Opportunity Stage Report is exactly what you are looking for. Here is an example:
For more info visit our web site:http://www.durkincomputing.com
You can watch our quick 10 minute video on the reporting tool at:
Hope this helps
-- Jim Durkin