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  • Book Overview & Buying Sage ACT! 2011 Dashboard and Report Cookbook
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)

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)
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Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface

Chapter 1. Exploring the ACT! Reports

In this chapter, we will cover:

  • Using the ACT! Reports menu

  • Working with the Reports view

  • Adding reports to the Favorites List

  • Removing a Report from the Favorites List

  • Running a Report from the Favorites List

  • Choosing a Report Output Option

  • Finding the Default Location of the ACT! Reports

Introduction

Once you've added information into ACT! the next step is to be able to view that information in an organized fashion. With over 60 reports to choose from, you'll probably be able to find a report that will give you exactly the information you're looking for.

After reading this chapter, you'll be familiar with the various out of the box ACT! Reports. You'll even find where they are located on your computer. You'll learn how to find the reports you need and more importantly, how to organize them into favorites so that you'll be able to find them again. You'll also learn how to run a report, and find out how to share those reports with colleagues.

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