Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Sage ACT! 2011 Dashboard and Report Cookbook
  • Table Of Contents Toc
Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)
close
close
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)
close
close
Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface

Chapter 3. Creating a Quick Report

In this chapter, we will cover:

  • Setting preferences for the quick reports

  • Selecting and organizing the columns for a Contact List Quick Report

  • Printing the contact list quick report

  • Printing a History tab quick report

  • Printing the contact detail View quick report

  • Exporting the Opportunities List View to Excel

Introduction

The ACT! program provides two different types of reports: quick reports and standard reports.

The standard report requires that a template be prepared in advance. The template may be brand new, an existing template, or a modified version of an existing template. While the standard report's template design is very flexible, it does require significant effort to design and organize the template. For complex reporting needs or reports that are frequently required, the standard reports are the best.

The Quick reports provide simple reports that require minimum configuration and are easy to run. These reports are either list prints or screen prints...

Visually different images
CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Sage ACT! 2011 Dashboard and Report Cookbook
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon