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

Printing the contact detail view quick report


The previous quick reports were all list view reports. The ACT! program has the ability to do a quick report of a detail screen, in effect doing a print screen. In this task, we will do a contact detail view quick report.

Getting ready

The main reason to do a quick report of the contact detail view is to print out a hard copy of the main information related to a single contact. Before running the quick report you need to do a lookup so that the contact whose information you want to print is the current contact. The main contact information is in the upper part of the screen but you will need to select a tab for the bottom part of the detail views.

How to do it…

  1. 1. Click on the Personal Info tab to display the home address and other information on the bottom part of the screen.

  2. 2. Click the File menu and select the Quick Print Current Window.

  3. 3. For Print orientation in the Quick Print Options dialog, click the radio button for Landscape.

  4. 4. For...