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Single Opportunity History Report

Bronze Contributor
Posts: 1,394
Country: USA

Single Opportunity History Report

Is there a canned report that can show the history of a single opportunity?  Or does anyone have one they would be willilng to share?

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Single Opportunity History Report

That can't be done with the ACT! reports, they can't report on opportunity history. Crystal reports or StoneField Query would be required for that.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Contributor
Posts: 1,394
Country: USA

Re: Single Opportunity History Report

That's what I figured.  I tried to do a "Print History" to PDF but there are problems with that as well. -- Well, on my machine, anyway.

 

Thanks for the response, though.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Copper Contributor
Posts: 81
Country: USA

Re: Single Opportunity History Report

Bump from the past!

Any updates or changes to this? The history list can filter down by opportunity histories, but nothing regarding an individual opportunty's history.
Customer wants a report on a single opportunity's history, grouped by which contact each history record is associated with.
Twelve/Three Marketing, Inc.
Act! Certified Consultants
......Stephen Boulden
Twelve/Three Marketing, Inc.
P: 716.837.5727 x104
E: stephen@twelvethree.com
Silver Super Contributor
Posts: 2,328
Country: USA

Re: Single Opportunity History Report

That can be done pretty easily with Crystal Reports.  We have one in Crystal Clear Essentials that could be modified to do it.


Stan


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Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Single Opportunity History Report

That could be done with a custom Durkin Impact Report

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129