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Sorting A Modified Opportunity Report By Estimated Close Date

Bronze Super Contributor
Posts: 1,508
Country: USA

Sorting A Modified Opportunity Report By Estimated Close Date

Wonder what happened to my other post - it just vanished.

 

I followed the instructions in the KB on how to sort a report.

 

Unfortunately, when I made the change the report sorted correctly, but it repeated the listing over 10 times.  There should have been 19 lines.

 

The report:  Modified Opportunities by Company.  The modifications has been working for years. 

 

Any ideas or what did I leave out?

John Purdy
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
ACT CRM Advisor
Platinum Elite Contributor
Posts: 6,865
Country: USA

Re: Sorting A Modified Opportunity Report By Estimated Close Date

Not without examining the report template.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,508
Country: USA

Re: Sorting A Modified Opportunity Report By Estimated Close Date

Report Template is attached.

 

I changed the extension to DOC from REP.

John Purdy
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
ACT CRM Advisor
Highlighted
Platinum Elite Contributor
Posts: 6,865
Country: USA

Re: Sorting A Modified Opportunity Report By Estimated Close Date

You added an oppertunity field (estimated close date) to the company part of the report.

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