Can I run a report using information from the Opportunities Module and the tasks? I don't see that option? Am I missing something?
Can I run a report using information from the Opportunities Module and the tasks? I don't see that option? Am I missing something?
Hello kbadge,
If you have Pro or Ent, you can use the reports module to create a report based on the Opportunities module. You can then add any related tasks of those opportunities into the report.
You also have the option to create a report based on the tasks moduie.
If you are using CE, then you can download a reports plugin like Zucker to be able to run the reports you need
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Ok. I got the task module to show up when creating a report but now it doesn't show any fields to run a report with. Not only that but when I select the Task module it deletes all previously selected fields chosen from other modules. Please help.![]()
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