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Report setup question

New Member
Posts: 1
Country: United States

Report setup question

Can anyone tell me how to do the following on an opportunity report:  Within opportunities I have a True False field named MET WITH.  I want to have the 'count of number met with' = True   appear on the Sales Analysis by Record Manager report.  Can't seem to get it right.

 

thanks ,

 

mark

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Report setup question

You would need to use a VB script to accumulate the total you want and a custom field to report the results.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Report setup question (Sales Analysis by Record Manager)

Also trying to use "Sales Analysis by Record Manager".  Report recognizes total# of opportunities, but no other fields are calculating.  All other opportunity reports seem to be working fine.  Not sure why this canned report doesn't work.  It looks like it can be very useful.  Any ideas why?  Help!