04-19-2012 02:21 PM
I have the Opportunity by Record Manger that I print ever week for a sales meeting. But my boss is asking me to pull a report that shows only the top 5 opportunities by dollar amount that are older than 180 days (Days Open). This is so we can get these older large opportunities closed and realize the revenue. Please help.
04-19-2012 03:26 PM
I'd recommend you try http://www.stonefieldquery.com/index.html
The benefit here is that once you have that report they way you want, you can schedule it to occur at a pre-determined time, and auto print to your bosses printer at 7am the morning of the sales meeting. LOVE automation.
04-20-2012 12:58 PM - edited 04-20-2012 12:58 PM
Impact Report Designer for Sage ACT! can do that report for you. In fact I created your requested report today adding it to the 60+ pre-designed reports.
Here is a link to the example report as a PDF:
The Impact Report Designer is more robust then the other report designers since it works specifically with ACT!. No need to learn complicated connections strings. Use your ACT Username and password to create and run reports. We even have a runtime addon which allows you to run reports from inside ACT.
It comes with an auto-updater which downloads newly published reports like your requested report.
To download or learn more about Impact Report Designer:
View the on-line manual/documentation:
Once installed follow these steps to download and run your new report:
Our pricing is always posted here: http://durkincomputing.com/Purchase.aspx
Thanks for your time. If anybody else has any report siggestions please post them or contact me directly. Our phone number is on our web stie.
-- Jim Durkin