Community
Showing results for 
Search instead for 
Do you mean 
Reply

Reports – Opportunity Stage Dates

bob
New Member
Posts: 1
Country: USA

Reports – Opportunity Stage Dates

[ Edited ]
Hello within ACT 2007 is it possible to create a report showing the date when each opportunity stage was reached? thank you. bob

Message Edited by bob on 04-11-2008 03:01 PM
New Member
Posts: 1
Country: USA

Re: Reports – Opportunity Stage Dates

This is exactly what I want to do - I assume from no response, that it is not possible?
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Reports – Opportunity Stage Dates

That is effectively correct. Each time the stage is changed, there is a history recorded but it records a a field change. This is a catch-all result for any field that hase been set to record history. The regarding does include informatio about type of field, in this case Stage but to create a report of only those specific field changes would be very hard. Also the specific opportunity is not identified so the stage changes for different opportunities for the same person could get mixed up. The level of internal filtering required is beyond the preset capabilities of the ACT! report. I might be possible with Crystal reports buteven then it could not address the issue of separating the stages of the different opportunities.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Reports – Opportunity Stage Dates

[ Edited ]

Using our add-on named  Impact Report Designer we created a report called "Opportunity Stage Report" .This report uses the history, opportunity and contact table to build a list of opportunities displaying the length of days each opportunity was in a specific stage. It also display the lengths of days the opportunity is in the current position.

 

Here is an example of the report:

http://durkincomputing.com/PDFs/ReportDesigner/Opportunity_Stage_Changes.pdf 

 

Use this link to download Impact Report Designer:

http://durkincomputing.com/ACT-Addons-Report_Designer.aspx

 

Then follow these steps to download and run the new report:

http://durkincomputing.com/HelpConsole2010/ImpactSuite/default.aspx?pageid=download_report_from_the_...

 

Note - this report does not require Excel, can be exported to a PDF and has all the formulas internally stored in the report's scripts. This report can installed into any database.

 

Note 2 - Impact Report Designer requires Sage ACT 2010 or better.
 

If anybody has any other report suggestions I would love to hear them.

 

-- Jim Durkin

durkincomputing.com

New Member
Posts: 1
Country: Philippines

Re: Reports – Opportunity Stage Dates

 


jimdurkin wrote:

Using our add-on named  Impact Report Designer we created a report called "Opportunity Stage Report" .This report uses the history, opportunity and contact table to build a list of opportunities displaying the length of days each opportunity was in a specific stage. It also display the lengths of days the opportunity is in the current position.

 

Here is an example of the report:

http://durkincomputing.com/PDFs/ReportDesigner/Opportunity_Stage_Changes.pdf 

 

Use this link to download Impact Report Designer:

http://durkincomputing.com/ACT-Addons-Report_Designer.aspx

 

Then follow these steps to download and run the new report:

http://durkincomputing.com/HelpConsole2010/ImpactSuite/default.aspx?pageid=download_report_from_the_...

 

Note - this report does not require Excel, can be exported to a PDF and has all the formulas internally stored in the report's scripts. This report can installed into any database.

 

Note 2 - Impact Report Designer requires Sage ACT 2010 or better.
 

If anybody has any other report suggestions I would love to hear them.

 

-- Jim Durkin

durkincomputing.com


Hi jimdurkin, Do you still have a copy of the report on this thread? We are in need of Opportunity stage dates report and i cant connect the opportunity fields to the contact fields and vice versaSmiley Sad

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Reports – Opportunity Stage Dates

 

Here is the link to the Report Designer page:

 

http://www.impactact.com/Video_Act_Report.aspx

 

Thanks

-- Jim Durkin