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BCM and Reports
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BCM and Reports |
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#1 |
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Hello BCM'ers,
Just would like to know if there is a way for me to customize the "canned" BCM reports? I know that I can modify them after I run them, but this doesnt allow me to add any other information. Simply said, I would like my "Opportunity Funnel" report to allow me to add the Company name to the column headings. - Right now as-is, I am limited to these headings: Title, Account/Contact, Referred By, Type, Close Date, Probability, and Total. or, Is there a way to create my own customized reports - so that I can add only the fields that I want? Many thanks in advance to all -ced |
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#2 |
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Yes, there is! Actually, I'm working on instructions for a post on my blog
that should go up tonight. Basically though, in case I don't get it up tonight, you need Crystal Reports to be able to do this. If you have Crystal (and a little knowledge about how to use it), you can modify the existing reports extensively and create new reports. You can even create custom reports that use custom fields. -- Patricia Cardoza Outlook MVP Author - Special Edition Using Microsoft Office Outlook 2003 Lead Author - Access 2003 VBA Programmer's Reference Author - Absolute Beginner's Guide to Microsoft OneNote 2003 http://blogs.officezealot.com/cardoza "Merced Gonzales" <merced@mercedcentral.com> wrote in message news:OgpixXTWEHA.4048@TK2MSFTNGP12.phx.gbl... > Hello BCM'ers, > > Just would like to know if there is a way for me to customize the "canned" > BCM reports? I know that I can modify them after I run them, but this > doesnt allow me to add any other information. > > Simply said, I would like my "Opportunity Funnel" report to allow me to add > the Company name to the column headings. - Right now as-is, I am limited to > these headings: Title, Account/Contact, Referred By, Type, Close Date, > Probability, and Total. > > or, Is there a way to create my own customized reports - so that I can add > only the fields that I want? > > Many thanks in advance to all > -ced > > |
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