12-23-2011 05:44 AM
I just bought an upgrade yesterday for Sage ACT! Pro 2012 Version 18.104.22.168 and have never run reports or used opportunities before. I have used knowledgebaseas a guide to enter my opportunities and have scoured community but cannot figure out why I have opportunities but when I run the reports they are blank. My goal is simply to have the name, company and status of the prospect and some details/notes to submit to management on a weekly basis. I have chosen "open" and "current month" for my parameters so am stumped why no data is pulled into the report.
12-23-2011 06:18 AM
I figured it out - Although I entered all my opportunities within this month and the report defualts to dates for "current month" I chose all dates - perhaps the anticipated close date messed it up?? Any way to add my notes??
12-23-2011 07:44 AM
The opportunity dates work on the estimated close date for open opportunities and the actual close date for closed opportunities. The Opportunity Notes can't be included using the ACT! reports, you would need top use a third party report editor.
12-23-2011 09:26 AM
Unfortunately there isn't any way to add a notes subreport to an opportunity with the ACT! reports. I suggest you make a feature request.
There are three main third party report editors for the ACT! program (four if you include Access reports): Crystal reports (huge learning curve and special runtime module require), Durkin Impact reports (more intuitive and ACT! aware) and Stonefield Query (good wizard but can be limited and very expensive). Frankly is you just need one or two special reports the best would be to hire someone to build the report and buy the appropriate runtime module. Depending on how you value your time this option can be cheap or expensive.