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Single Opportunity History Report

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Bronze Super Contributor
Posts: 1,633
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 V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Platinum Elite Contributor
Posts: 6,867
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
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
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Bronze Super Contributor
Posts: 1,633
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 V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Copper Super Contributor
Posts: 114
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
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Silver Super Contributor
Posts: 2,342
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: 6,867
Country: USA

Re: Single Opportunity History Report

That could be done with a custom Durkin Impact Report

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer