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

Converting ACT! 6 custom reports


Converting the ACT! 3-6 report templates is required only if you have created custom report templates in the earlier version. Most of the standard report templates from the earlier version are automatically available in the later ACT! versions. In most cases, you will do the report template conversion right after you have converted your ACT! 3-6 database.

Getting ready

You need to have the database open where you want to use the converted report templates, because the converted report templates are directly added to that database. If you installed the ACT! program on the same computer where ACT! 6 was installed, the old report templates will be readily available. If this is a different computer, you will need to make sure that the ACT! 6 report templates were copied to a folder in this system.

How to do it…

  1. 1. From any screen in the ACT! program, click on the Tools menu and select Convert ACT! 3.0 - 6.0 Items....

  2. 2. In the dialog, click on Report Templates.

  1. 3...