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Opportunity reports export to an Excel file?

Copper Contributor
Posts: 49
Country: United States

Opportunity reports export to an Excel file?

Does anyone know if there is a way to export the Oppotunities by Status report in ACT to an Excel spreadsheet?  This would be helpful in sorting out opportunities for our business.

 

Thanks...

 

Rick

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Opportunity reports export to an Excel file?

Well potentially you could just customize the columns you want to include in the report in the Oppties list - either filter first to only include the desired status(es) or keep them all and then sort in Excel.

 

In any case, once you have the columns you want, in the Act! toolbar click the Export to Excel button and Act! will "dump" everything in the list to a new Excel sheet...

 

Does that work?

Copper Contributor
Posts: 49
Country: United States

Re: Opportunity reports export to an Excel file?

Yes, I have done that.  The other thing that I am running into is that if I choose a certain day, it is not showing all of the opportunities for that day as if I would choose, show all.  Do you know what would be causing the report not to show all of the opportunities if I only selected a cetain date?

 

Rick