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

Positioning fields and labels


In an earlier task, we sized and did the horizontal positioning for the fields and their labels. In the previous task, we removed unwanted labels and hid the C:ContactID field for later use. Now we will do the vertical placement of the fields and labels.

Getting ready

If you are doing this task immediately after finishing the previous task, you should still have the Report Training template open for editing. If so, skip to step 3. Otherwise start at step 1.

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 list of report templates right-click on the Report Training template and select Edit Report.

  3. 3. Click on the Contact label, hold down the Shift key and click on the C:Contact field.

  4. 4. In the Properties panel, Layout area, set Top to 0.02.

  1. 5. Click on the Company label, hold down the Shift key, and click on the C:Company field.

  2. 6. In the Properties panel, Layout area, set...