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Report Title: Action Report

Report Name: Action.rpt

Description: Tracks opportunity actions specific to Action Owners.

Driver Business Object: TaskItem

Associated Query/Type: Action Report Query (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 Type, Action Status

Sorted By: Company, Due Date

Report Fields: Opportunity ID, Start Date, Product Interest, Subject, Comment, Due Date, Status, Action Owner

See Also

Crystal Reports: Opportunity Management

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: Opportunities with Future Actions

Report Title: Response Analysis

Report Title: Won or Lost Opportunity Analysis


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