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Report Title: Opportunities with Future Actions

Report Name: FutureActions.rpt

Description: Displays a profile for a contact.

Driver Business Object: Opportunity

Associated Query/Type: OpportunityID (Select at Runtime); use the default, select a query from the CORE (select OpportunityManagement> DefaultSystem> Queries> OpportunityList), or create a custom query. If you create a custom query, you must add the Opportunity business object as one of the sources.

Query Filters/Parameters: Opportunity ID

Report Fields: Contact ID, Member Type, Company, Full Address, Work Phone, Fax, E-Mail, Opportunity ID, Opportunity Description, Opportunity Type, Stage, Product Interest, Decision Time, Timing Probability, Opportunity Potential, Actual, Quantity, Campaign, Appeal, Solicitation, Source Code, Response Media, Notes

Sub-report Fields: Owner Information: Role, Owner Name, Owner Id

Sub-report Fields: Contact Information: ID, Role, Name, Title Work Phone, Email

Sub-report Fields: Action Information: Start Date, Subject, Action Status, Due Date, Action Owner

See Also

Crystal Reports: Opportunity Management

Report Title: Action Report

Report Title: Action Report by Date

Report Title: Incomplete Stage Report

Report Title: Opportunities with Future Actions

Report Title: Opportunities with Overdue Actions

Report Title: Opportunity Forecast Donor

Report Title: Opportunity Forecast Member

Report Title: Opportunity Forecast Sales

Report Title: Response Analysis

Report Title: Won or Lost Opportunity Analysis


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