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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 2. Filtering Data in Reports

In this chapter, we will cover:

  • Filtering based on a contact field lookup

  • Filtering Contact reports

  • Filtering based on a contact activity lookup

  • Filtering Notes and History in reports

  • Filtering activities in reports

  • Filtering Groups reports

  • Filtering Company reports

  • Filtering Opportunity reports

  • Preset filters for most used option

Introduction

The ACT! database is very useful for storing data in an structured manner. As your database grows, you will likely want to extract and filter the data in an organized manner.

Reports provide a way to extract your data in an organized manner. However, a report that simply dumps all your data to a printer, no matter how well it is organized, would be of little use. You would still need to search through the printed copy to find just what you wanted. What you need is a means to focus the report on the data that you're interested in. The process used is called filtering.

The ACT! Reports provide a variety of filtering options...

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