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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 4. Working with the Report Editor

In this chapter, we will cover the following topics:

  • Converting ACT! 6 custom reports

  • Choosing a template type and setting defaults

  • Adding fields to template and basic formatting

  • Naming field objects and individual field formatting

  • Positioning fields and labels

  • Adding a custom field and creating a basic script

  • Adding sections for sorting and grouping

  • Using sections for sub-totaling and totaling

Introduction

In this chapter, we will be working with the ACT! report editor. We won't be covering the running of the reports here other than for testing purposes. We will 'go under the hood' to look at how to create and customize report templates and good practices for creating the report templates. The converting of custom report templates from the ACT! 3-6 versions of the ACT! program is included.

Newcomers to a reporting tool such as the ACT! Reports often try to view the report template as being similar to a word processing document. Reports are very different...

Visually different images
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Sage ACT! 2011 Dashboard and Report Cookbook
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