Book Image

Sage ACT! 2011 Dashboard and Report Cookbook

Book Image

Sage ACT! 2011 Dashboard and Report Cookbook

Overview of this book

Sage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force. This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force. The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.
Table of Contents (16 chapters)
Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface

Filtering Contact reports


We've created a lookup of contacts to include in the reports, so now we move to running a contact report. The lookup we created will be used to filter the contacts included in the report, and can be used with any of the contact based reports as well as the labels and envelopes. Here we will use the Contact Directory report.

How to do it…

  1. 1. From any screen in the ACT! program, click on Reports in the navigation bar on the left-hand side of the screen.

  2. 2. In the Report List, double-click on the Contact Directory report.

  3. 3. In the Define Filters dialog there are several filter and output options to select.

  1. 4. Click on the radio button for Current Lookup to use the lookup we created as a filter.

  2. 5. Make sure Exclude 'My Record' is checked.

Note

In most cases, you will want to exclude the My Record because your report will be focused on contact data. In some cases, you may have pertinent data recorded on your My Record and in that case you would want to include the My Record...