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Record Nr. |
UNINA9910781104903321 |
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Autore |
Fredericks Karen |
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Titolo |
Sage Act! 2011 [[electronic resource] ] : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager |
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Pubbl/distr/stampa |
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Birmingham, UK, : Packt Enterprise Pub., c2011 |
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ISBN |
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1-283-01296-0 |
9786613012968 |
1-84968-193-7 |
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Edizione |
[1st ed.] |
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Descrizione fisica |
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1 online resource (216 p.) |
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Collana |
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Quick Answers to Common Problems |
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Altri autori (Persone) |
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Disciplina |
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Soggetti |
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Time management - Computer programs |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di contenuto |
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Cover; Coyright; Credits; About the Authors; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Exploring the ACT! Reports; Introduction; Using the ACT! Reports menu; Using the Reports view; Running a Report from the Report view; Choosing a Report Output Option; Editing Reports in the Reports view; Keeping a list of Favorite Reports; Finding the default location of the ACT! Reports; Chapter 2: Filtering Data in Reports; Introduction; Filtering based on a contact field lookup; Filtering Contact reports; Filtering based on a contact activity lookup |
Filtering Notes and History in reportsFiltering activities in reports; Filtering Groups reports; Filtering Company reports; Filtering Opportunity reports; Preset filters for most used option; Chapter 3: Creating a Quick Report; Introduction; Setting preferences for the quick reports; Selecting and organizing the columns for a Contact List Quick Report; Printing the Contact List Quick Report; Printing the History tab quick report; Printing the Contact Detail View Quick Report; Exporting the Opportunities List View to Excel; Chapter 4: Working with the Report Editor; Introduction |
Converting ACT! 6 custom reportsChoosing a template type and setting defaults; Adding fields to template and basic formatting; Naming field objects and individual field formatting; Positioning fields and labels; |
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