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

Chapter 8. Filtering Dashboards

In this chapter, we will cover:

  • Filtering Contacts Dashboards

  • Filtering Activity Dashboards

  • Filtering Opportunity Dashboards

  • Filtering Admin Dashboards

  • Refreshing the Dashboard Data

Introduction

You can filter the data in each of the components in a Dashboard to determine what information will appear. Each component has different filtering options based on the types of data that component displays. For example, an opportunity component lets you filter according to the stage of your sales process, and an activity component lets you filter according to the type of tasks that you want to display.

The filter options that you set for each component are sticky, which means a component retains its filter settings the next time you start up ACT!. An ACT! Manager or Administrator can permanently change the filters using the Dashboard Designer. In addition, the data security rules in your database take precedence over the filters you select, which means you won't be able to...