We need a report that shows Activities completed for each Opportunity.
I was surprised that this is not a standard report, but even more frustrated after I searched online and could find no instructions on how to build this report.
I was somewhat surprised to discover that although ACT 2010 has an Opportunity Notes section (a good thing) it is not possible to show those notes in any report (a bad thing).
Come on guys, let's think it through
The current ACT reports are poor in comparison to other CRM packages and could do with a shake up. I know you can use external reporting or add-ons but is it not about time that ACT improved the internal reporting functions.
Just a couple of examples of where improvements can be made.
Activity reporting is in Contact order and then Data order. Most users want to see activity in date order but I have found no way of achieving this.
Opportunity reporting only show a summary but sales managers etc want to see the opportunity and all the products against that opportunity in a report.
Resources are now in the Activity section of the product but there is no way of running a report to see what resources have been used or booked against dates.
Why not add your reporting improvement requests?
I have started to use ACT after 37signals for the ability to added more customizations. However, one feature that I really miss, is the ability to see a running feed of all activity. Act kind of has this feature in the activity and histories of each contact, company, opportunity and even my record, but there is no centralized way to see all of the most recent activity. Currently, the Task List has a filter that you can show cleared activities, but that is not inclusive of all histories. The history tabs are only for the record you are on/viewing, and if you use the "record history" button, no activity is created and therefore, it don't show up in the cleared activity. This provides a great way to see what you and others in your company have done without having to run a report.
I think they should add a another navigation view for "Latest Activity" (contacts, groups, opportunities, calendar, task list, latest activity).