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sort order and critea on act 2013

New Member
Posts: 1
Country: United_Kingdom

sort order and critea on act 2013

hopefully some one can help. I have an opportunity report I want to sort by my field "lead status". I have found I can do this. What I can not seem to do is either

 

1) omit information based on a particular lead status " not relevant"

 

or 

 

2) take a look up from the opportunity screen and run a report based on it.

 

Is this something that should be able to be done by the standard package??

 

Many thanks in advance

 

Andrew

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: sort order and critea on act 2013

Neither can be done with the ACT! reports.

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