While not actually a quick report, many of the list views in the ACT! program can be directly exported to Excel. Once in Excel, some list views such as the Opportunity List View can be further formatted for presentation. This task will go through the steps to export the Opportunity List View to Excel.
There isn't any preparation required for the export to Excel other than having an ACT! database open.
1. From anywhere in the ACT! program, click on Opportunities in the navigation bar on the left-hand side of the screen.
2. In the filter bar at the top of the opportunity list view, use the Dates dropdown to select Past.
3. Use the Status dropdown and check only Open.
4. Use the Process dropdown to select CHT1 Sales.
5. Use the Stage dropdown and uncheck all stages except Commitment to Buy.
7. Click on the Total radio button for All.
8. Click on the Select Users button.
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