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

Adding fields to the history subreport


In the previous task, we added a limited number of fields to the subreport and didn't add any custom sections for grouping or sorting. In this task we will be adding more fields and making use of sorting and grouping.

Getting ready

If you are doing this task immediately after finishing the previous task, you should still have the Report Training 2 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 2 template and select Edit Report.

  3. 3. In the field immediately above the Toolbox, click the dropdown and select History.

  4. 4. Click on the Header bar and set the properties Visible to Yes and Height to 0.5.

  5. 5. Click on the Detail bar and set the properties Visible to Yes and Height to 0.5.

  6. 6. At the top of the Properties panel, click the dropdown...