Reporting

[Russell]

Does anyone know if there is a way of putting together a report which has all
feilds in it so that a user can then remove unwanted field to create te
reports he needs? at the moment the reports in the system dont quite provide
the reports I need for example it would be good to be able to have a report
about opportunities by account which showed the associated contact?

 

[Lon Orenstein]

Nope, BCM's reporting leaves a lot to be desired. You could get there using
MS Access or Crystal Reports to link the Opportunity, Account, and Contact
tables together.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Jason Coley]

Have a look at Aladdins - Office Documents, it allows you to create reports
based on Opportunities and also includes info from the linked
Account/Contact as well. You can even export the Products and services table
data as well.

http://www.software-solutions.co.nz/index.htm

Jason