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Pipeline Report

Copper Contributor
Posts: 37
Country: United States

Pipeline Report

When I create a pipe line report, all information is correct and is separated by stage. I would like to have the stages descend from the highest percent of sales stage to the lowest. I can sort the opportunities in the opportunities list from highest to lowest but the report wont put them in that preferred order. How can I fix the report to look more organized?

 

Ted

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Pipeline Report

In the template, change the section sort to the percent field (Edit | Define Sections)
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 37
Country: United States

Re: Pipeline Report

When I go to edit the report and go to define fields, all I see there is a tree with report header, sec 1, sec 1 header, sec 2, sec 2 header etc. I see nothing to change

 

Ted

Copper Contributor
Posts: 37
Country: United States

Re: Pipeline Report

Roy, When I go to edit the report and go to define fields, all I see there is a tree with report header, sec 1, sec 1 header, sec 2, sec 2 header etc. I see nothing to change. What may I be doing wrong?

 

Ted

Moderator
Posts: 4,395
Country: USA

Re: Pipeline Report