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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

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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 5. Subreports and Scripting Techniques

In this chapter, we will cover:

  • Formatting a List Type report

  • Adding subreports to a report

  • Adding fields to the secondary contacts subreport

  • Adding fields to the history subreport

  • Scripting basics by example

  • Reverse engineering a set of complex scripts

Introduction

After reading this chapter you will be able to use more of the capabilities of the ACT! reports editor.

In this chapter, we continue to work with the ACT! report editor. In Chapter 4, Working with the Report Editor, we went through the tasks that are required to build a report template based on a single ACT! database table. Such single table reports are useful for making hard copies of database records. Another use for such reports is to create an electronic copy such as a PDF file of contact record data that can be sent via email to someone else. However, to make use of the database one-to-many relationships between the different database tables in a report, you need to use subreports.

A...

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Sage ACT! 2011 Dashboard and Report Cookbook
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