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Opportunity report based on the date of an associated cleared activity?

Copper Super Contributor
Posts: 109
Country: USA

Opportunity report based on the date of an associated cleared activity?

Hi,

 

I need to send my management a report on Fridays summarizing my activities for the previous week.  Most of the report focuses on moving opportunities forward to a close. 

 

Given I already associate activities to opportunities, is there a way for me to create a report of opportunities that have had an activity for the opportunity cleared in a selected time frame (for my weekly report that would be the preceding seven days)?

 

As a second choice, can a report be generated for opportunities that have been edited in a selected time frame?? 

 

Hopefully this makes sense.

 

Thanks as always....Mike

 

 

 

 

Platinum Elite Contributor
Posts: 6,853
Country: USA

Re: Opportunity report based on the date of an associated cleared activity?

Neither can be done with the ACT! reports, ypu would need to use a third party report editor like the Durkin Impact Reports.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129