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Opportunity report

Copper Contributor
Posts: 67
Country: New Zealand

Opportunity report

Using Act! 2010

I am trying to develop a opportunity that includes some contact fields & opportunity fields.  I want a line report that has Company, Contact, Phone, City, State, Opp Open Date, Opp Total & a couple of other Opp fields.  The Act! opportunity reports I have looked at only have opportunity fields.  I cannot see how to incorpoarate both contact & opportunity fields in a report.  Thanks

Tony
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity report

One way to do what you want is to start with a contact based report and add an opportunity subreport.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 67
Country: New Zealand

Re: Opportunity report

Thanks for that.  I will give it a try.

I was also trying to define criteria for the opportunity reports & it seems you can only define criteria based on the estimated close date field.  I want to define by other fields.  How do I do that?

 

Tony

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity report

Not sure what you are referring to, can you provide more information?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 67
Country: New Zealand

Re: Opportunity report

When I say criteria I mean filter.  When I run a opportunity report it prompt me to define filters by a date.  It doesn't give me the option to define by another field. I would like to define the filter by another field.  Thanks

Tony
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity report

There isn't a direct way to do that. 
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 67
Country: New Zealand

Re: Opportunity report

If there isn't a direct way way, what is the indirect way?

Tony
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity report

Depending on what you actually want, some pseudo filtering can be dome using complex VB script programming.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 67
Country: New Zealand

Re: Opportunity report

I thought there may be an addon or something
Copper Contributor
Posts: 67
Country: New Zealand

Re: Opportunity report

I am just beginning to undertand the scripts in the reports.  I was trying to find some examples.  Can someone just give me a pointer on how to use a script in the report to define the opportunity report to display records for 01/03/2010 to 31/03/2010 based on the open date?  Once I have an example I can work out the rest for myself.  Thanks

 

Tony