midstate12
Technical User
Hello,
I am trying to modify one of the Sales Reports in Act. I am using Act 2003 build 6.0.3.979 (or make a new report.. I have tried both)
What I am trying to accomplish: ( A simple sales report )
A report that looks like this
Company Last Name First Name Close date and amt of sale
(with no spaces between rows).
1) I'd like to Narrow it down to a particular company (or lookup of my choice)
2) Sub. total completed sales by company and then grand total for the whole lookup.
3) On some of the reports I am able to choose date ranges and that is important to me. (Day week year month etc)
My challenges.
Most of the reports don't have the option to choose "current lookup" (that whole page is greyed out)
I can't figure out how to Sub total and Total my sales.
I have copied some of the reports that are similar and played around with the design but I'm not figuring out how to choose the "current lookup" and subtotal/total.
Thanks in advance for any advice!
Joni
I am trying to modify one of the Sales Reports in Act. I am using Act 2003 build 6.0.3.979 (or make a new report.. I have tried both)
What I am trying to accomplish: ( A simple sales report )
A report that looks like this
Company Last Name First Name Close date and amt of sale
(with no spaces between rows).
1) I'd like to Narrow it down to a particular company (or lookup of my choice)
2) Sub. total completed sales by company and then grand total for the whole lookup.
3) On some of the reports I am able to choose date ranges and that is important to me. (Day week year month etc)
My challenges.
Most of the reports don't have the option to choose "current lookup" (that whole page is greyed out)
I can't figure out how to Sub total and Total my sales.
I have copied some of the reports that are similar and played around with the design but I'm not figuring out how to choose the "current lookup" and subtotal/total.
Thanks in advance for any advice!
Joni
