Sage ACT! 2011 Dashboard and Report Cookbook电子书

Sage ACT! 2011 Dashboard and Report Cookbook

Table of Contents

Sage ACT! 2011 Dashboard and Report Cookbook

Credits

About the Authors

About the Reviewer

www.PacktPub.com

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Exploring the ACT! Reports

Introduction

Using the ACT! Reports menu

Getting ready

How to do it...

How it works...

There's more...

Learning a bit more about specific reports

A warning about the "Other" Report menu options

See also

Using the Reports view

Getting ready

How to do it...

How it works...

There's more...

The default order of the Report List

Adding the modification date to the Report List

Running a report from the Report view

Getting ready

How to do it...

How it works...

There's more...

Limiting access to Report Data

Choosing a Report Output Option

Getting ready

How to do it...

How it works...

There's more...

Editing Reports in the Reports view

Getting ready

How to do it...

How it works...

There's more...

Changing the sort order in the Report view

Deleting a Report

Keeping a list of Favorite reports

Getting ready

How to do it...

How it works...

There's more...

Changing the size of the Report view area

Finding the default location of the ACT! Reports

How to do it...

How it works...

There's more...

2. Filtering Data in Reports

Introduction

Filtering based on a contact field lookup

Getting ready

How to do it...

How it works…

There's more…

Filtering Contact reports

How to do it…

How it works…

There's More…

See also

Filtering based on a contact activity lookup

How to do it…

How it works…

There's more…

Filtering Notes and History in reports

How to do it…

How it works…

There's more…

Filtering activities in reports

How to do it…

How it works…

There's more…

Filtering Groups reports

How to do it…

How it works…

Filtering Company reports

How to do it…

How it works…

Filtering Opportunity reports

How to do it…

How it works…

Presetting filters for most used option

How to do it…

How it works…

3. Creating a Quick Report

Introduction

Setting preferences for the quick reports

Getting ready

How to do it…

How it works…

There's more…

Selecting and organizing the columns for a contact list quick report

Getting ready

How to do it…

How it works…

There's more…

Printing the contact list quick report

Getting ready

How to do it…

How it works…

There's more…

Printing the History tab quick report

Getting ready

How to do it…

How it works…

There's more…

Printing the contact detail view quick report

Getting ready

How to do it…

How it works…

Exporting the Opportunities List View to Excel

Getting ready

How to do it…

How it works…

4. Working with the Report Editor

Introduction

Converting ACT! 6 custom reports

Getting ready

How to do it…

How it works…

There's more…

Choosing a template type and setting defaults

Getting ready

How to do it…

How it works…

There's more…

Adding fields to template and basic formatting

Getting ready

How to do it…

How it works…

There's more…

Field sizing

Naming field objects and individual field formatting

Getting ready

How to do it…

How it works…

There's more…

Positioning fields and labels

Getting ready

How to do it…

How it works…

There's more…

Adding a custom field and creating a basic script

Getting ready

How to do it…

How it works…

There's more…

Adding sections for sorting and grouping

Getting ready

How to do it…

How it works…

There's more…

Using sections for sub-totaling and totaling

Getting ready

How to do it…

How it works…

There's more…

5. Subreports and Scripting Techniques

Introduction

Formatting a List Type report

Getting ready

How to do it...

How it works…

There's more…

Adding subreports to a report

Getting ready

How to do it…

How it works…

Adding fields to the secondary contacts subreport

Getting ready

How to do it…

How it works…

Adding fields to the history subreport

Getting ready

How to do it…

How it works…

See also

Scripting basics by example

Getting ready

How to do it…

How it works…

There's more…

Reverse engineering a set of complex scripts

Getting ready

How to do it…

How it works…

6. Labels and Envelopes

Introduction

Editing a standard envelope

Getting ready

How to do it…

How it works…

Adding a logo to an envelope

Getting ready

How to do it…

How it works…

Creating a custom envelope

Getting ready

How to do it…

How it works…

Creating an xx64 label template

Getting ready

How to do it…

How it works…

7. Working with the ACT! Dashboards

Introduction

Getting familiar with the Dashboard layouts

Getting ready

How to do it...

How it works...

There's more...

Accessing information from Dashboards

Getting ready

How to do it...

How it works...

There's more...

Customizing Dashboard columns

Refreshing the Dashboards

Copying Dashboard information to other products

Getting ready

How to do it...

How it works...

There's more...

Printing Dashboards

Getting ready

How to do it...

How it works...

There's more...

Making Dashboards the default startup preference

Getting ready

How to do it...

How it works...

There's more...

8. Filtering Dashboards

Introduction

Filtering the Contacts Dashboards

Getting ready

How to do it...

How it works...

There's more...

Filtering the Activity Dashboards

Getting ready

How to do it...

How it works...

There's more...

Creating a Customized Date

Working with the Contact History by Type component

Filtering the Opportunity Dashboards

Getting ready

How to do it...

How it works...

There's more...

Filtering the Admin Dashboard

Getting ready

How to do it...

How it works...

There's more...

Changing the Dashboard Data

Getting ready

How to do it...

How it works...

There's more...

Adding an Activity

Creating a New Opportunity

Deleting an Opportunity

9. Editing Existing Dashboards

Introduction

Cloning an existing Dashboard

Getting ready

How to do it...

How it works...

There's more...

Changing the Dashboard display type

Getting ready

How to do it...

How it works...

See also

Changing the Dashboard default filters

Getting ready

How to do it...

How it works...

There's more...

Changing the Dashboard headers and footers

Getting ready

How to do it...

How it works...

There's more...

Changing the Dashboard legends

Getting ready

How to do it...

How it works...

There's more...

Changing the Dashboard totals

How to do it...

How it works...

There's more...

Changing the Dashboard scales and limits

Getting ready

How to do it...

How it works...

There's more…

See also

Setting a Dashboard target

Getting ready

How to do it...

How it works...

Modifying the closed sales to date component

Getting ready

How to do it...

How it works...

There's more...

Changing the Dashboard data charts

Getting ready

How to do it...

There's more...

10. Working with the Dashboard Designer

Introduction

Creating a new Dashboard

Getting ready

How to do it...

How it works...

There's more...

Adding or removing columns and rows

Getting ready

How to do it...

How it works...

There's more...

Creating wider components

Getting ready

How to do it...

How it works...

Adding components to the Dashboard

Getting ready

How to do it...

How it works...

There's more...

Editing the new component

Adding additional components to the new Dashboard

Adding data charts to the Dashboard

Getting ready

How to do it...

How it works...

There's more...

Customizing your data chart

Changing the order of the Dashboard components

Getting ready

How to do it...

How it works...

There's more...

Making horizontal moves

Index