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

Creating wider components


By default, ACT! provides you with six identical-sized cells when you create a new Dashboard. However, you can also create a double-wide component if the need arises. For example, you may decide that one of the components in your brand new Dashboard is going to use the list view format, and that you would like to include numerous columns in that component. Using the default component sizing conventions means that you'll probably have to use the horizontal scroll bars to see all of the columns like in the following screenshot:

Getting ready

If you think you're going to be creating a list component on your Dashboard you may want to think about which fields you'll want to have display on the component. For example, if you're creating a component based on opportunity information you may give some thought to the opportunity fields you want to include.

How to do it...

  1. 1. Click the Dashboard icon on the navigation bar to access the Dashboard view.

  2. 2. Select the name of the...