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Why are the save buttons missing when I copy a report?
Why are the save buttons missing when I copy a report? I copy the report, the copied report opens e.g. My report (copy), but I can't save it. Answer: The ability to copy a Answer: The ability to copy a report is not controlled by a capab ...
Reporting on the Organisations related to Opportunities
We were recently asked whether or not it's possible to build a report that shows Organisations that have been related to Opportunities, which not only shows the Organisation's name but also their relationship to the Opportunity. The a ...
Total Pipeline value per month
Hi, I read a recent post on this but still couldn't work it out. I've created a few reports called 'This Month Pipeline' and 'Next Month Pipeline' - exaclty the same but with different months highlighted in the criteria. I'm now ...
How do I create a report with a count of records per month that's sorted in date order?
Following on from the “ How do I create a report that displays a record? ” forum article, here’s another that goes into greater depth, explaining how to group activities by month, and importantly, sort them in ascending or descending ...
Reporting Tips & Tricks: How to "slice & dice" data
It is a relatively common requirement to want to manipulate data into a slightly different format than that in which it's stored e.g. Create a report based on the first 2 characters of a postcode to perform geographical analysis. This forum article ...
Using dates in reporting and reporting criteria
Here are two very useful pieces of information regarding reporting. It's essential to understand 1), and 2) is useful for presenting dates in the required format: 1) If you want to use a date as a criteria then it should be writ ...