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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

By : Karen Fredricks, Roy Laudenslager
4.7 (3)
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)
By: Karen Fredricks, Roy Laudenslager

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

Reverse engineering a set of complex scripts


This task is for the serious VB script programmer and you do need a working knowledge of Visual Basic and some programming background.

Rather than trying to build a complex set of scripts, this task will walk through the scripts for the History Summary Classic report. This report has scripts in the history subreport and the main report and values are passed from the subreport to the main report.

Finding the various program scripts in an ACT! report template isn't difficult, all that you need to do is use the edit report scripts option in each location where a script can be placed and you can view all the program scripts. The trick is getting an overview of how the scripts work together to create the finished report. In the History Summary Classic report, counts of specific type of a contacts history types are accumulated for a given date range. What makes the report scripts complex is that the individual contact's count of the tracked history types...

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Sage ACT! 2011 Dashboard and Report Cookbook
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