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Splitting Opportunities

New Member
Posts: 2
Country: United States

Splitting Opportunities

I am wondering if it is possible to split opportunities into "open" and "closed" when designing a custom report.  Basically I want the report to have two "Opportunities" sections with different filters.  One for open opps and one for closed opps.  I have designed two subreports, one for open and one for closed, but the template will only allow me to define filters on one of the subreports. 

 

Thank you.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Splitting Opportunities

You can't have two sub-reports of the same type but you can group opportunity records by Open or Closed within the sub-report.
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: United States

Re: Splitting Opportunities

I'm pretty new to ACT!, how do I go about splitting them within the sub-report?  I have tried a couple of different ways with no success.
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Splitting Opportunities

You would group them by adding a section to group on the appropriate field.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129